JPMorgan Chase & Co. (NYSE:JPM) Upgraded to Neutral at Robert W. Baird

JPMorgan Chase & Co. (NYSE:JPM) was upgraded by research analysts at Robert W. Baird from an “underperform” rating to a “neutral” rating in a research report issued to clients and investors on Tuesday, Marketbeat reports. The brokerage presently has a $280.00 target price on the financial services provider’s stock. Robert W. Baird’s price objective would suggest a potential downside of 9.18% from the company’s previous close.

A number of other analysts have also commented on JPM. The Goldman Sachs Group boosted their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Daiwa Capital Markets upped their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Fourteen equities research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $336.82.

JPMorgan Chase & Co. Stock Up 0.8%

JPMorgan Chase & Co. stock opened at $308.30 on Tuesday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a market capitalization of $839.28 billion, a PE ratio of 15.41, a PEG ratio of 1.49 and a beta of 1.07. The firm’s fifty day moving average is $314.95 and its 200 day moving average is $306.55.

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, beating the consensus estimate 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 company had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the business posted $4.81 EPS. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was 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 in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is owned by insiders.

Institutional Trading of JPMorgan Chase & Co.

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Creative Planning raised its stake in shares of JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares during the last quarter. Aviva PLC increased its holdings in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the period. Triangle Securities Wealth Management increased its holdings in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the period. Kelman Lazarov Inc. raised its position in JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. purchased a new stake in JPMorgan Chase & Co. in the 2nd quarter worth approximately $534,000. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: J.P. Morgan Private Bank’s 2026 Global Family Office Report shows institutional demand skewing heavily toward AI and away from crypto, with 65% prioritizing AI and 89% of family offices reporting zero crypto exposure — a validation of JPM’s private-banking/research positioning that could support asset-gathering, advisory fees and product demand. Family offices prefer AI as key investment theme over crypto: JPMorgan
• Neutral Sentiment: J.P. Morgan’s Sanjay Mookim says the India–US trade deal has improved exporter confidence via tariff clarity and a more competitive rupee, but cautions earnings upgrades aren’t automatic and large-caps remain the safer play — a market-structure/research view that may steer client flows and regional investment strategies more than JPM’s own fundamentals. Trade clarity boosts exporter confidence, but large-cap focus remains key: JPMorgan’s Sanjay Mookim
• Neutral Sentiment: Multiple JPMorgan research notes reiterate bullish medium-term views on gold (headline targets materially above current levels) and advise buying on weakness — these calls highlight JPM’s institutional research and trading flows that can boost fee and trading revenue but are not direct company fundamentals. Gold’s longer-term investment case intact despite pullback, J.P. Morgan says with view to $6,300
• Neutral Sentiment: J.P. Morgan analysts’ coverage moves (e.g., updates on Principal Financial, Verra Mobility, Best Buy, Meta commentary) are routine but keep JPM visible to institutional clients and can modestly affect trading and investment-banking opportunity pipelines. Principal Financial (PFG) Stock Outlook Adjusted by JPMorgan Amid Life Insurance Peer Comparison
• Negative Sentiment: Allegations and coverage tying JPMorgan to historic silver-market disruptions (claims of manipulation after a 32% intraday silver crash) raise regulatory, litigation and reputational risk — this is the largest headline-hit risk in the set and could lead to regulatory scrutiny, legal expenses or fines if pursued. JPMorgan Faces Silver Manipulation Claims After Historic 32% Crash Wipes Out $2.5 Trillion
• Negative Sentiment: Reports that JPMorgan will match $1,000 US contributions to employee “Trump accounts” introduce a political/reputational flashpoint that could attract media attention and client scrutiny in polarized markets — a smaller but tangible reputational risk. JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee ‘Trump Accounts’

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.