New York Life Investment Management LLC Sells 4,599 Shares of JPMorgan Chase & Co. $JPM

New York Life Investment Management LLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 373,446 shares of the financial services provider’s stock after selling 4,599 shares during the quarter. JPMorgan Chase & Co. accounts for 1.0% of New York Life Investment Management LLC’s portfolio, making the stock its 19th largest position. New York Life Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $117,796,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in JPM. Beckerman Institutional LLC lifted its holdings in JPMorgan Chase & Co. by 41.6% during the third quarter. Beckerman Institutional LLC now owns 3,400 shares of the financial services provider’s stock valued at $1,073,000 after purchasing an additional 999 shares in the last quarter. Gables Capital Management Inc. lifted its stake in shares of JPMorgan Chase & Co. by 7.6% during the 3rd quarter. Gables Capital Management Inc. now owns 22,846 shares of the financial services provider’s stock valued at $7,206,000 after buying an additional 1,610 shares in the last quarter. Waterfront Wealth Inc. boosted its holdings in JPMorgan Chase & Co. by 3.1% in the 3rd quarter. Waterfront Wealth Inc. now owns 9,914 shares of the financial services provider’s stock worth $2,909,000 after buying an additional 297 shares during the period. Slagle Financial LLC boosted its holdings in JPMorgan Chase & Co. by 1.8% in the 3rd quarter. Slagle Financial LLC now owns 22,958 shares of the financial services provider’s stock worth $7,242,000 after buying an additional 408 shares during the period. Finally, Roman Butler Fullerton & Co. raised its holdings in JPMorgan Chase & Co. by 1.7% during the third quarter. Roman Butler Fullerton & Co. now owns 11,646 shares of the financial services provider’s stock valued at $3,558,000 after acquiring an additional 200 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $302.62 on Tuesday. The stock’s fifty day moving average is $315.28 and its two-hundred day moving average is $307.74. The company has a market capitalization of $823.82 billion, a PE ratio of 15.12, a price-to-earnings-growth ratio of 1.48 and a beta of 1.08. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company posted $4.81 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Key JPMorgan Chase & Co. News

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan upgraded fintech SoFi to Overweight after SoFi’s Q4 and 2026 guidance — a bullish signal for fintechs that can support sector sentiment and benefit bank peers. Article Title
• Positive Sentiment: JPMorgan raised its target on Citigroup to $134 and kept an Overweight call — an affirmation of strength in large-cap banks that can lift investor appetite for the group, including JPM. Article Title
• Positive Sentiment: JPMorgan put BNY Mellon (BK) at Overweight with a $128.50 target — another positive read-through for custodial/asset-servicing franchises in the bank sector. Article Title
• Positive Sentiment: JPMorgan raised its target on Truist (TFC) to $47 while maintaining a Neutral call, signaling selective upside in regional banks after JPM updated large-cap bank forecasts. Article Title
• Neutral Sentiment: JPMorgan (via J.P. Morgan Securities PLC) disclosed a 5.18% stake in Rana Gruber — a notable investment position but not clearly material to JPM’s core banking fundamentals. Article Title
• Neutral Sentiment: JPMorgan research activity also showed up in coverage of non-banks (e.g., Siemens/AI-related upgrades), reflecting broader macro/tech demand themes rather than JPM-specific drivers. Article Title
• Neutral Sentiment: JPMorgan commentary on Indian IT names (Infosys, Wipro) frames sector risks and opportunities from AI adoption — relevant for global tech exposure but not directly tied to JPM’s near-term earnings. Article Title
• Negative Sentiment: JPMorgan disclosed a new operational risk: talent competition and automation pressures amid tighter immigration rules — a potential headwind for hiring top tech talent, increasing costs, and slowing digital initiatives that could pressure margins long-term. Article Title

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 14,868 shares of company stock worth $4,650,596. 0.47% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have weighed in on JPM. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Truist Financial set a $334.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Daiwa Securities Group increased their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Finally, Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price on the stock in a report on Tuesday, February 3rd. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $340.18.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.