Stonegate Investment Group LLC Sells 10,618 Shares of JPMorgan Chase & Co. $JPM

Stonegate Investment Group LLC trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 579,471 shares of the financial services provider’s stock after selling 10,618 shares during the period. JPMorgan Chase & Co. comprises approximately 4.2% of Stonegate Investment Group LLC’s portfolio, making the stock its 5th biggest holding. Stonegate Investment Group LLC’s holdings in JPMorgan Chase & Co. were worth $182,783,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of JPM. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter worth approximately $26,000. Mizuho Securities Co. Ltd. lifted its stake 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 purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC boosted its holdings in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares in the last quarter. Finally, Clarity Asset Management Inc. increased its position in 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 buying an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on JPM. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Daiwa Capital Markets raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $340.18.

JPMorgan Chase & Co. Stock Performance

JPM opened at $310.17 on Friday. 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 stock’s 50 day moving average price is $315.41 and its two-hundred day moving average price is $306.82. The firm has a market capitalization of $844.36 billion, a P/E ratio of 15.50, a price-to-earnings-growth ratio of 1.55 and a beta of 1.07. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company earned $4.81 earnings per share. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 14,868 shares of company stock worth $4,650,596 in the last ninety days. Insiders own 0.47% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPM launched a bank-issued stablecoin (JPMD on Base) as traditional banks move into crypto, highlighting new revenue and product channels beyond core banking — supports long-term fintech positioning. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Positive Sentiment: JPMorgan completed a $3 billion subordinated notes offering, demonstrating access to debt markets and providing additional capital flexibility for regulatory buffers or strategic investments. JPMorgan Chase completes $3 billion subordinated notes offering
• Neutral Sentiment: Robert W. Baird moved JPMorgan to a “Neutral” rating — an analyst action that signals limited near-term upside and reinforces a hold/constructive-but-cautious view among institutional analysts. Robert W. Baird Upgrades JPMorgan Chase & Co. (NYSE:JPM) to “Neutral”
• Neutral Sentiment: Coverage notes and research from JPM analysts (e.g., raises for LULU, CHH; Corteva rating moves) show normal analyst activity—useful context but not directly material to JPM’s earnings. JPMorgan Raises Lululemon (LULU) Q4 2025 EPS Estimate
• Neutral Sentiment: JPMorgan strategists continue publishing big-picture calls on crypto (bitcoin vs. gold) — reinforces the bank’s research cachet but primarily influences sentiment rather than near-term revenue. Gold’s massive outperformance leaves bitcoin looking more attractive over the long term, says JPMorgan strategist
• Neutral Sentiment: Reuters reports increased lobbying by big U.S. banks, including JPMorgan, as regulatory fights heat up — higher lobbying spend signals active policy engagement but also reflects elevated regulatory risk and costs. Big US banks boost Washington lobbying muscle as policy fights heat up
• Negative Sentiment: Outside legal voice John Deaton accused JPMorgan (and CEO Jamie Dimon) of manipulating bitcoin prices — a reputational/legal claim that could draw headlines, though material impact is unclear absent formal investigations. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver
• Negative Sentiment: JPMorgan commentary around Fed personnel and rate narratives (Warsh and the case for cuts) highlights the risk that earlier rate-driven earnings gains may reverse if policymakers pivot to cuts — a direct potential headwind for bank NIM and short-term earnings. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan

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.