Liontrust Investment Partners LLP bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the third quarter, HoldingsChannel.com reports. The institutional investor bought 43,922 shares of the financial services provider’s stock, valued at approximately $13,854,000.
A number of other institutional investors have also made changes to their positions in JPM. LifeGoal Investments LLC lifted its position in JPMorgan Chase & Co. by 7.1% during the 3rd quarter. LifeGoal Investments LLC now owns 1,165 shares of the financial services provider’s stock worth $367,000 after buying an additional 77 shares in the last quarter. Magnolia Wealth Management LLC bought a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $299,000. Achmea Investment Management B.V. increased its position in JPMorgan Chase & Co. by 1.8% in the 3rd quarter. Achmea Investment Management B.V. now owns 447,946 shares of the financial services provider’s stock valued at $141,296,000 after acquiring an additional 7,970 shares in the last quarter. WBI Investments LLC acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $819,000. Finally, Kensington Investment Counsel LLC raised its stake in shares of JPMorgan Chase & Co. by 1.8% in the third quarter. Kensington Investment Counsel LLC now owns 26,690 shares of the financial services provider’s stock worth $8,419,000 after acquiring an additional 462 shares during the last quarter. 71.55% of the stock is owned by institutional investors.
Analysts Set New Price Targets
A number of equities analysts have recently issued reports on the stock. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. The Goldman Sachs Group increased their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Finally, Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $340.00.
Insider Buying and Selling
In other news, CFO Jeremy Barnum sold 2,893 shares of the firm’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 $8,350,241.84. This trade represents a 9.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 over the last 90 days. 0.47% of the stock is currently owned by corporate insiders.
JPMorgan Chase & Co. News Roundup
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan declared a $1.50 quarterly dividend, reaffirming capital return to shareholders and supporting the yield story for income investors. JPMorganChase Declares Common Stock Dividend
- Positive Sentiment: The firm unveiled a high‑profile athlete wealth management push (Tom Brady, Dwyane Wade, Megan Rapinoe) aimed at attracting younger/high‑net‑worth clients — a potential long‑term AUM and fee‑revenue driver if it scales. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
- Positive Sentiment: J.P. Morgan Payments and Mastercard launched a virtual card product in Europe targeting accounts‑payable flows — expands payments product set and cross‑sell opportunities for commercial clients. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
- Neutral Sentiment: JPMorgan hired Goldman veteran Yi Zhang as co‑head of China investment banking and is expanding its Boston footprint (300 jobs) — moves that support future revenue growth but carry near‑term costs. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
- Neutral Sentiment: JPMorgan set its Q1 earnings call for April 14 — investors will focus on trading revenues, credit metrics and any commentary on private‑credit exposures. JPMorganChase to Host First-Quarter 2026 Earnings Call
- Negative Sentiment: JPMorgan halted plans to underwrite ~$5.3B of Qualtrics debt after weak investor demand and AI‑risk concerns — a sign of strained demand in the leveraged debt market that can reduce fee income and reflects higher underwriting risk. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
- Negative Sentiment: Reports show JPMorgan is tightening lending to private‑credit funds and marking down loans used as collateral — this both increases capital/credit risk management burden and signals stress in segments that had been growth drivers for banks. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
- Negative Sentiment: Broader financial stocks were softer today and JPMorgan research warned that a $90 oil shock could materially pressure the S&P 500 — macro and market‑volatility risks can weigh on trading revenues and loan demand. $90 Oil Threatens 15% S&P 500 Wipeout In 2026, JPMorgan Warns
JPMorgan Chase & Co. Stock Up 0.3%
Shares of NYSE:JPM opened at $287.68 on Thursday. 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 has a market cap of $775.88 billion, a price-to-earnings ratio of 14.38, a P/E/G ratio of 1.19 and a beta of 1.06. The company has a 50 day moving average of $304.03 and a 200-day moving average of $308.08. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.
JPMorgan Chase & Co. Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.
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.
Further Reading
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