JCIC Asset Management Inc. Buys New Holdings in JPMorgan Chase & Co. $JPM

JCIC Asset Management Inc. purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 64,163 shares of the financial services provider’s stock, valued at approximately $20,239,000. JPMorgan Chase & Co. makes up 6.3% of JCIC Asset Management Inc.’s portfolio, making the stock its 3rd largest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. Defender Capital LLC. lifted its position in shares of JPMorgan Chase & Co. by 5.6% during the 3rd quarter. Defender Capital LLC. now owns 1,804 shares of the financial services provider’s stock worth $569,036,000 after purchasing an additional 95 shares during the last quarter. Intrua Financial LLC increased its holdings in shares of JPMorgan Chase & Co. by 12.0% in the 3rd quarter. Intrua Financial LLC now owns 7,673 shares of the financial services provider’s stock valued at $2,420,000 after acquiring an additional 822 shares during the last quarter. Rovin Capital UT ADV raised its position in shares of JPMorgan Chase & Co. by 8.4% during the 3rd quarter. Rovin Capital UT ADV now owns 3,553 shares of the financial services provider’s stock worth $1,121,000 after acquiring an additional 276 shares in the last quarter. Smith Thornton Advisors LLC lifted its stake in JPMorgan Chase & Co. by 2.6% during the third quarter. Smith Thornton Advisors LLC now owns 5,036 shares of the financial services provider’s stock worth $1,588,000 after purchasing an additional 126 shares during the last quarter. Finally, Florida Trust Wealth Management Co boosted its holdings in JPMorgan Chase & Co. by 0.4% in the third quarter. Florida Trust Wealth Management Co now owns 250,756 shares of the financial services provider’s stock valued at $79,096,000 after purchasing an additional 961 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of JPM stock opened at $300.89 on Thursday. The company has a market capitalization of $819.09 billion, a P/E ratio of 15.04, a price-to-earnings-growth ratio of 1.47 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The business’s 50 day moving average is $314.44 and its two-hundred day moving average is $306.02. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 earnings per share. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 15,834 shares of company stock worth $4,951,910 in the last three months. 0.47% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. UBS Group raised their price objective on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, October 7th. Piper Sandler boosted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Keefe, Bruyette & Woods lifted their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $336.32.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is listed among banks and card networks supporting the new government “Trump Accounts” program, which could drive new deposit flows and interchange/card revenue from accounts for minors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Positive Sentiment: JPMorgan will match the government’s one‑time $1,000 contribution to eligible employees’ new children’s retirement accounts — a move that can boost employee goodwill and funnel additional retail deposits. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: J.P. Morgan Asset Management launched the JPMorgan International Dynamic ETF (JIDE), expanding fee-bearing product lineup and offering another distribution/fees channel. JPMorgan International Dynamic ETF (JIDE) Launch
• Positive Sentiment: Management’s 2026 net interest income (NII) guide — roughly $103B according to coverage — signals resilience even with expected rate cuts, backing earnings stability via loans, card balances and deposit repricing. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: Short interest in JPM declined meaningfully in January (about a 13.6% drop to ~20.1M shares), reducing potential short‑squeeze volatility and signaling less bearish positioning.
• Neutral Sentiment: JPMorgan research released top short ideas and sector picks (e.g., Vertiv growth pick); this is notable for market flow but does not directly change JPM’s fundamentals. JPMorgan Just Revealed its Top Short Ideas
• Neutral Sentiment: Asset Management hires (Pam Hess as retirement strategist) and continued AI investment programs keep JPM positioned operationally but are execution-level items rather than immediate stock drivers. Pam Hess Appointment
• Negative Sentiment: President Trump’s $5B lawsuit against JPMorgan over alleged politically motivated account closures raises regulatory, legal and reputational risk that could weigh on sentiment and invite political scrutiny. Trump’s lawsuit against JPMorgan

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.