Lyell Wealth Management LP Has $30.49 Million Position in JPMorgan Chase & Co. $JPM

Lyell Wealth Management LP lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 96,673 shares of the financial services provider’s stock after selling 3,597 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.3% of Lyell Wealth Management LP’s portfolio, making the stock its 8th largest position. Lyell Wealth Management LP’s holdings in JPMorgan Chase & Co. were worth $30,494,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of JPM. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. during the second quarter valued at $26,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC lifted its stake in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the period. Mizuho Securities Co. Ltd. boosted its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares in the last quarter. Finally, Collier Financial acquired a new stake in JPMorgan Chase & Co. during the third quarter worth approximately $60,000. 71.55% of the stock is owned by institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Chase will open 160+ new branches in 2026 to drive deposits, cross‑selling and fee income beyond net interest margin — a tangible growth push that supports longer‑term revenue diversification. Read More.
• Positive Sentiment: JPMorgan filed to move/dismiss President Trump’s $5B “debanking” lawsuit and argued CEO Jamie Dimon was wrongly named — an aggressive legal defense that, if it succeeds, reduces headline/litigation risk. Read More.
• Positive Sentiment: Analyst coverage remains constructive (average “Moderate Buy”); commentary noting potential mortgage share gains if capital rules ease provides a supportive backdrop for future fee and NII growth. Read More.
• Neutral Sentiment: JPMorgan research raised its 2026 gold forecast sharply — relevant for macro/trading desks and investor clients but not a direct bank fundamental driver. Read More.
• Neutral Sentiment: JPMorgan initiated coverage on TIC Solutions and published other sector/research notes (e.g., robotics opportunity flagged for other stocks) — shows active research flow but limited direct impact on JPM’s P&L. Read More.
• Neutral Sentiment: Reports that JPMorgan is in talks to serve as banker for an international reconstruction vehicle (“Board of Peace”) are preliminary and speculative — potential upside in advisory fees but uncertain at this stage. Read More.
• Negative Sentiment: Regulatory hit in Europe: JPMorgan’s EU arm was fined €12.18M by the ECB for years of misreporting risk‑weighted assets and capital data — signals control lapses in the region and raises compliance/reputational risk (fine amount is small relative to JPM’s scale but the governance issue is noteworthy). Read More.
• Negative Sentiment: Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M) and reports show Jamie Dimon sold stock (reported ~$21M); several other insiders also trimmed positions. Large, high‑profile sales are weighing on near‑term sentiment even if they could reflect diversification or tax planning. Read More. and Read More.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on JPM. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Daiwa Securities Group lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $339.73.

JPMorgan Chase & Co. Stock Performance

JPM opened at $310.75 on Friday. 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 company’s fifty day moving average price is $315.05 and its two-hundred day moving average price is $307.98. 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 $838.09 billion, a price-to-earnings ratio of 15.53, a PEG ratio of 1.50 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion during 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 business’s revenue was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 earnings per share. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders 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 yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the sale, the chief financial officer directly owned 23,804 shares of the company’s stock, valued at $7,294,021.68. This represents a 10.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

About JPMorgan Chase & Co.

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.