Meitav Investment House Ltd. reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 44.6% during the third quarter, Holdings Channel reports. The institutional investor owned 27,541 shares of the financial services provider’s stock after selling 22,133 shares during the quarter. Meitav Investment House Ltd.’s holdings in JPMorgan Chase & Co. were worth $8,688,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of JPM. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth $26,000. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. during the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC increased its position in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the last quarter. Finally, Clarity Asset Management Inc. boosted its holdings in JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. News Summary
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
JPMorgan Chase & Co. Stock Down 0.3%
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results 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. 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 during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.
Insider Buying and Selling
In other news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robin Leopold sold 966 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 15,834 shares of company stock valued at $4,951,910 in the last three months. 0.47% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In
Several equities analysts have recently issued reports on the stock. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. The Goldman Sachs Group boosted their target price on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft raised their price target on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a report on Tuesday, September 30th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Finally, Daiwa Capital Markets upped their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $336.32.
Read Our Latest Research Report on JPM
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.
Further Reading
- Five stocks we like better than JPMorgan Chase & Co.
- America’s Next Power Move Starts Underground
- Your Signature Is Missing – Act Before It’s Too Late
- URGENT: Trump Just Triggered AI’s Biggest Disruption Yet
- NEW LAW: Congress Approves Setup For Digital Dollar?
- The biggest scam in the history of gold markets is unwinding
Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
