JPMorgan Chase & Co. $JPM is MainStreet Investment Advisors LLC’s 6th Largest Position

MainStreet Investment Advisors LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 70,842 shares of the financial services provider’s stock after selling 7,005 shares during the quarter. JPMorgan Chase & Co. makes up about 3.0% of MainStreet Investment Advisors LLC’s investment portfolio, making the stock its 6th largest holding. MainStreet Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $22,346,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Mizuho Securities Co. Ltd. increased its position in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the third quarter worth about $32,000. Family Legacy Financial Solutions LLC increased its holdings in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares during the last quarter. Collier Financial bought a new stake in JPMorgan Chase & Co. in the third quarter valued at about $60,000. Finally, Clarity Asset Management Inc. raised its stake in JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on Friday, January 16th. The stock was 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 approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on JPM shares. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Robert W. Baird raised shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a report on Tuesday, February 3rd. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $339.55.

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.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $299.10 on Monday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a market cap of $806.69 billion, a price-to-earnings ratio of 14.95, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a fifty day moving average of $313.51 and a 200-day moving average of $308.61.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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. The business had revenue of $45.80 billion for 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 company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the company earned $4.81 EPS. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued 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 of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

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.