Lion Street Advisors LLC Has $3.47 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Lion Street Advisors LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 38.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,991 shares of the financial services provider’s stock after purchasing an additional 3,035 shares during the quarter. JPMorgan Chase & Co. makes up about 1.1% of Lion Street Advisors LLC’s portfolio, making the stock its 13th biggest holding. Lion Street Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,467,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Peterson Wealth Advisors LLC increased its holdings in JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 33 shares during the period. TradeWell Securities LLC. increased its stake in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares during the last quarter. Sharkey Howes & Javer raised its holdings in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares during the period. Finally, Granite Group Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: NSE invited investment banks, including JPMorgan, to pitch for its IPO—this is potential investment-banking revenue opportunity if JPM wins a role. NSE invites investment banks to pitch for managing IPO
• Positive Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — marketing/research product that supports asset-gathering and client retention. J.P. Morgan Asset Management Releases 2026 Guide to Retirement
• Positive Sentiment: Financial sector strength helped offset losses in chipmakers in U.S. session coverage — a modest market tailwind for bank stocks including JPM. US Equity Indexes Mixed as Financials Help Partially Offset Sell-Off in Chipmakers
• Neutral Sentiment: JPMorgan’s research desk upgraded Group 1 Automotive (GPI) to Overweight — shows active research business but limited direct impact on JPM share fundamentals. JPMorgan Upgrades Group 1 Automotive (GPI) to Overweight From Neutral
• Neutral Sentiment: JPMorgan research published a bullish Nvidia price target — highlights the bank’s research prominence but does not materially affect JPM’s own earnings. JPMorgan Gives Bold Nvidia Stock Price Target, But Market’s Not Buying It
• Negative Sentiment: CEO Jamie Dimon warned that AI could displace jobs and urged policymakers and firms to prepare now — his cautious tone (and repeated comments comparing current conditions to pre-2008) raises risk-off sentiment and regulatory/policy concern among investors. Jamie Dimon Says ‘Now’s The Time’ To Prepare For Automation’s Worker Impact, Warns AI Could Displace Jobs
• Negative Sentiment: Investigative reporting shows some JPM bankers maintained ties to Jeffrey Epstein after the bank fired him as a client — a reputational/legal risk that can weigh on sentiment. How JPMorgan’s Bankers Stayed Close to Epstein After Bank Fired Him as a Client
• Negative Sentiment: Analyst notes: Truist trimmed JPMorgan’s near-term price target (and some outlets report lowered expectations), keeping a Hold but raising long-term EPS views — that signals mixed analyst sentiment and can pressure the stock. Truist Cuts JPMorgan (JPM) Target While Increasing Long-Term Earnings Estimates Truist Financial Has Lowered Expectations for JPMorgan Chase & Co.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the sale, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $299.10 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The stock’s fifty day moving average price is $313.51 and its two-hundred day moving average price is $308.37. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The firm has a market cap of $806.69 billion, a price-to-earnings ratio of 14.95, a P/E/G ratio of 1.27 and a beta of 1.07.

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, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company earned $4.81 EPS. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JPM shares. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target for the company in a report on Tuesday, February 3rd. Finally, Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. 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.