Pzena Investment Management LLC Lowers Stake in JPMorgan Chase & Co. $JPM

Pzena Investment Management LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 340,025 shares of the financial services provider’s stock after selling 2,291 shares during the quarter. Pzena Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $107,254,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in JPM. Mizuho Securities Co. Ltd. raised its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd 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 period. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC grew its position in 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 acquiring an additional 50 shares in the last quarter. Collier Financial purchased a new stake in JPMorgan Chase & Co. during the third quarter worth about $60,000. Finally, Clarity Asset Management Inc. lifted its position in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on JPM shares. Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a report on Tuesday, February 3rd. 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 target price on the stock. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, Piper Sandler lifted their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,892 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the transaction, the chief financial officer owned 23,804 shares of the company’s stock, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated 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 sale, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,596 shares of company stock worth $22,067,932 over the last three months. Company insiders own 0.47% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Management flagged higher 2026 NII, mid‑teen IB fee growth and a ~10% increase in tech spend to roughly $19.8B — signaling durable revenue drivers and reinvestment to capture AI-led efficiency gains. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Positive Sentiment: Goldman Sachs (Richard Ramsden) reiterated a Buy, citing an upgraded 2026 growth outlook, AI-driven productivity and strong capital deployment capacity — a vote of confidence that likely supports the rally. JPMorgan: Buy Rating Backed by Upgraded 2026 Growth Outlook
• Positive Sentiment: CEO Jamie Dimon stressed JPMorgan expects to be “a winner” in the AI race and described plans for large-scale redeployment of employees — investors are treating this as evidence JPM can convert tech spend into competitive advantage. Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce
• Positive Sentiment: JPMorgan’s participation in industry AI governance initiatives and partnerships (Agentic AI Foundation membership) reinforces its role in shaping standards and commercial AI deployments — positive for enterprise positioning. Circle, JPMorgan and Huawei Sign on to Agentic AI Governance Effort
• Neutral Sentiment: Truist trimmed its JPM price target slightly (from $334 to $330) — a modest technical note that doesn’t alter the constructive analyst tone. Truist adjusts price target on JPMorgan Chase
• Neutral Sentiment: JPMorgan continues routine corporate lending activity (e.g., ~ $100M credit facility to Archer Meat Snacks) — credit wins but not market-moving by themselves. Archer Meat Snacks Secures Nearly $100 Million Credit Facility from J.P. Morgan
• Negative Sentiment: Dimon also issued a stark warning that current conditions and some rival banks’ looser lending resemble pre‑2008 behavior and that his “anxiety is high” about the next credit cycle — that caution can pressure broader financial multiples despite JPM’s relative strength. Jamie Dimon Says His ‘Anxiety is High’ Over What Could Cause the Next Financial Crisis

JPMorgan Chase & Co. Trading Up 2.1%

JPM opened at $303.49 on Thursday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a market cap of $818.51 billion, a P/E ratio of 15.17, a PEG ratio of 1.43 and a beta of 1.07. The business’s 50-day simple moving average is $314.00 and its 200-day simple moving average is $308.32.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly 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 net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the firm posted $4.81 earnings per share. The firm’s revenue was up 7.1% on a year-over-year basis. As a group, equities research 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 announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

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.