Truxt Investmentos Ltda. Makes New $1.07 Million Investment in JPMorgan Chase & Co. $JPM

Truxt Investmentos Ltda. purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,379 shares of the financial services provider’s stock, valued at approximately $1,066,000. JPMorgan Chase & Co. makes up about 1.6% of Truxt Investmentos Ltda.’s investment portfolio, making the stock its 15th biggest holding.

Several other hedge funds and other institutional investors have also recently made changes to their positions in JPM. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at approximately $26,000. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC increased its stake 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 purchasing an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. increased its stake in 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 in the last quarter. Finally, Clarity Asset Management Inc. raised its holdings 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 purchasing an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 2.3%

Shares of JPM opened at $310.91 on Thursday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a market capitalization of $846.36 billion, a PE ratio of 15.54, a price-to-earnings-growth ratio of 1.55 and a beta of 1.07. The stock has a fifty day moving average of $316.05 and a two-hundred day moving average of $307.56. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.81 earnings per share. As a group, analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on 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 transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is currently owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan research pushes back on the recent SaaS sell‑off, arguing investors are overreacting — a stabilizing call for software stocks that helped lift market risk appetite and trading volumes (positive for JPM’s trading and research franchise). JP Morgan’s note to investors on software companies
• Positive Sentiment: JPMorgan publicly laid out a bullish macro/AI scenario (S&P 500 topping 8,000 in the bull case), signaling the bank expects strong long‑term markets and elevated client activity across trading, M&A and asset management. That constructive outlook supports revenue expectations. JPMorgan sees S&P 500 topping 8,000
• Positive Sentiment: J.P. Morgan acted as lead/syndicate on large deals (Databricks $5B financing and LATAM ADS secondary offering), highlighting ongoing investment‑banking fee opportunities for the firm. Deal flow of this size tends to support near‑term IB revenue. Databricks funding led by JPMorgan LATAM secondary offering via J.P. Morgan
• Positive Sentiment: Zacks highlights JPMorgan’s own earnings growth and price strength as reasons to watch the stock — reinforcing the view that the bank’s fundamentals (EPS, revenue growth, ROE) remain supportive. Zacks: JPM a stock to watch
• Neutral Sentiment: SEC 13F filings show JPMorgan (its funds) opened new sizable positions (e.g., IVOL ~$99.9M, ABVX ~$61.5M, UL ~$162.9M). Active repositioning is typical of large asset managers — indicates trading activity/AUM movement but not an immediate earnings read‑through for the bank itself. QuiverQuant: New IVOL position
• Neutral Sentiment: J.P. Morgan Securities disclosed a 7.28% stake in Hexagon Composites — a regulatory filing that highlights capital‑markets activity but has limited direct impact on JPM’s stock fundamentals. JPMorgan discloses stake in Hexagon
• Negative Sentiment: QuiverQuant estimates from JPMorgan’s 13F show large reductions in major equity positions (big decreases in VOO, IVV, META, NVDA, MSFT, AMZN). If accurate, the cuts could signal risk‑reduction by institutional portfolios and lower exposure to tech/AI winners — a potential headwind to market sentiment and fee‑generating activity tied to those names. QuiverQuant: Fund update — large decreases

Analyst Ratings Changes

Several analysts have weighed in on the company. Keefe, Bruyette & Woods upped their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $340.18.

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.