JPMorgan Chase & Co. $JPM Shares Sold by Mcdonald Capital Investors Inc. CA

Posted by Lindsey Winhoffer on Mar 1st, 2026

Mcdonald Capital Investors Inc. CA reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 284,347 shares of the financial services provider’s stock after selling 5,330 shares during the period. JPMorgan Chase & Co. makes up 5.6% of Mcdonald Capital Investors Inc. CA’s investment portfolio, making the stock its 9th largest holding. Mcdonald Capital Investors Inc. CA’s holdings in JPMorgan Chase & Co. were worth $89,692,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Ameritas Investment Partners Inc. boosted its stake in shares of JPMorgan Chase & Co. by 2.6% during the third quarter. Ameritas Investment Partners Inc. now owns 29,941 shares of the financial services provider’s stock worth $9,444,000 after buying an additional 768 shares during the period. Kovitz Investment Group Partners LLC increased its position in JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Kovitz Investment Group Partners LLC now owns 636,914 shares of the financial services provider’s stock valued at $200,902,000 after acquiring an additional 3,291 shares during the period. TSA Wealth Managment LLC purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at approximately $221,000. Koshinski Asset Management Inc. lifted its position in JPMorgan Chase & Co. by 4.3% during the 3rd quarter. Koshinski Asset Management Inc. now owns 35,085 shares of the financial services provider’s stock worth $11,067,000 after acquiring an additional 1,434 shares during the period. Finally, Vestmark Advisory Solutions Inc. grew its stake in shares of JPMorgan Chase & Co. by 23.8% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 53,803 shares of the financial services provider’s stock valued at $16,971,000 after purchasing an additional 10,341 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Down 2.3%

Shares of JPMorgan Chase & Co. stock opened at $299.10 on Friday. The company has a 50-day moving average of $313.51 and a two-hundred day moving average of $308.48. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a market cap of $806.69 billion, a PE ratio of 14.95, a price-to-earnings-growth ratio of 1.24 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the firm posted $4.81 EPS. The company’s revenue was up 7.1% compared to the same quarter last year. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company 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. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on JPM. Piper Sandler upped their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Daiwa Securities Group upped their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. Finally, Truist Financial reduced their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $339.55.

Get Our Latest Stock Analysis on JPMorgan Chase & Co.

Key Stories Impacting JPMorgan Chase & Co.

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.

About JPMorgan Chase & Co.

(Free Report)

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.