JPMorgan Chase & Co. $JPM Shares Sold by Lmcg Investments LLC

Lmcg Investments LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 163,193 shares of the financial services provider’s stock after selling 4,308 shares during the quarter. JPMorgan Chase & Co. comprises 3.0% of Lmcg Investments LLC’s holdings, making the stock its 5th biggest position. Lmcg Investments LLC’s holdings in JPMorgan Chase & Co. were worth $51,476,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JPM. Walkner Condon Financial Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 11.8% during the third quarter. Walkner Condon Financial Advisors LLC now owns 4,774 shares of the financial services provider’s stock worth $1,506,000 after acquiring an additional 504 shares during the last quarter. Maryland State Retirement & Pension System grew its position in JPMorgan Chase & Co. by 2.6% during the 3rd quarter. Maryland State Retirement & Pension System now owns 138,246 shares of the financial services provider’s stock worth $43,607,000 after purchasing an additional 3,557 shares during the last quarter. Emerald Advisors LLC increased its stake in JPMorgan Chase & Co. by 3.0% in the third quarter. Emerald Advisors LLC now owns 4,031 shares of the financial services provider’s stock valued at $1,272,000 after purchasing an additional 118 shares during the period. Dupree Financial Group LLC raised its holdings in shares of JPMorgan Chase & Co. by 5.4% in the third quarter. Dupree Financial Group LLC now owns 2,676 shares of the financial services provider’s stock valued at $844,000 after buying an additional 137 shares during the last quarter. Finally, Sequoia Financial Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.2% in the third quarter. Sequoia Financial Advisors LLC now owns 364,523 shares of the financial services provider’s stock valued at $114,982,000 after buying an additional 4,211 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 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 $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred 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 in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Trading Down 0.3%

NYSE:JPM opened at $300.20 on Wednesday. The stock has a fifty day moving average price of $314.49 and a two-hundred day moving average price of $306.06. The stock has a market capitalization of $817.23 billion, a price-to-earnings ratio of 15.00, a PEG ratio of 1.47 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25.

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, topping 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 company had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the previous year, the firm earned $4.81 EPS. The business’s revenue was up 7.1% on a year-over-year basis. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: RBC reiterated an Outperform on JPM and kept a $330 price target after Q4 results, backing the view that JPM’s diversified revenue and capital returns make it a top bank pick for 2026; this supports investor confidence in earnings and dividend stability. RBC Highlights JPMorgan’s Diversified Strength
• Positive Sentiment: Coverage and research by J.P. Morgan (featured in MarketBeat’s space-sector roundup) highlight JPM’s research franchise influence — institutional validation of new sectors (like space tech) can drive trading and investment-banking fees. That reinforces JPM’s advisory and markets businesses. Space Stock Boom: Why Retail and Wall Street Are Aligning
• Positive Sentiment: Business Insider coverage of how big banks (including JPM) are deploying generative AI underscores JPM’s multi‑billion dollar AI push — potential for efficiency gains, lower costs, and new product capabilities across trading, risk and consumer banking. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: J.P. Morgan Asset Management hired Pam Hess as a retirement strategist — a tactical hire for AM’s product/research capabilities that could modestly help AUM positioning but is not a near‑term EPS driver. J.P. Morgan Asset Management Welcomes Pam Hess
• Neutral Sentiment: JPMorgan completed $6 billion of public note offerings (mix of floating and fixed-to-floating maturities) to support liquidity and funding flexibility — prudent balance‑sheet management that reduces short‑term funding risk but increases reported debt. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes
• Neutral Sentiment: Operational/brokerage notes: JPM acted in Softcat’s recent buyback executions and has adjusted stakes in Treasury Wine Estates — routine custody/markets activity that generates fees but is not material to core bank earnings. Softcat Cancels 123,918 Shares After Latest Buy-Back Transaction JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: JPMorgan’s public short‑ideas lists and research pieces (widely covered) can increase market attention and trading volumes in named names, benefiting JPM’s markets desks but also drawing retail backlash in crowded shorts. JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Political/legal risk: former President Trump filed a $5 billion lawsuit alleging politically motivated account closures and targeting JPMorgan and CEO Jamie Dimon — a headline risk that raises regulatory/legal uncertainty and could dent investor sentiment and reputational standing. Trump’s lawsuit against JPMorgan highlights rising tensions between Wall Street and Washington
• Negative Sentiment: Market sensationalism around precious metals: a Blockonomi piece claims major banks (naming JPMorgan) hold large silver short positions and could face risk if physical premiums keep rising — this kind of narrative can amplify volatility and reputational headlines even if the factual risk to JPM’s consolidated balance sheet is likely limited. Investors should treat these as headline risks and watch for official disclosures. Silver and Gold Market Surges $1.6 Trillion as Physical Premiums Expose Paper Market Manipulation

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. UBS Group boosted their target price on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, October 7th. Piper Sandler increased their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Robert W. Baird set a $280.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $336.32.

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.