Vanguard Group Inc. Has $83.87 Billion Stock Position in JPMorgan Chase & Co. $JPM

Vanguard Group Inc. reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.2% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 265,894,595 shares of the financial services provider’s stock after selling 6,059,595 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.3% of Vanguard Group Inc.’s investment portfolio, making the stock its 10th largest position. Vanguard Group Inc. owned 9.67% of JPMorgan Chase & Co. worth $83,871,132,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Peterson Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares in the last quarter. Rialto Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after buying an additional 33 shares during the last quarter. TradeWell Securities LLC. raised its position in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares in the last quarter. Sharkey Howes & Javer lifted its holdings in shares of JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after acquiring an additional 34 shares during the last quarter. Finally, Granite Group Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after acquiring an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 4.3%

Shares of JPM opened at $297.50 on Tuesday. The stock has a market capitalization of $802.36 billion, a P/E ratio of 14.87, a PEG ratio of 1.51 and a beta of 1.08. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a fifty day simple moving average of $314.60 and a two-hundred day simple moving average of $308.29. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released 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 for 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 company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $4.81 earnings per share. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors 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 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred 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 completion of the sale, 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 position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 over the last three months. 0.47% of the stock is owned by corporate insiders.

Analyst Ratings Changes

JPM has been the topic of a number of research reports. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a research report on Tuesday, February 3rd. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Keefe, Bruyette & Woods increased their price target on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Finally, Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus target price of $339.73.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Management reiterated that markets revenue can grow in the mid‑teens and framed AI as a strategic growth area — a stronger revenue outlook and a clear AI strategy can support valuation if execution follows through. Read More.
• Positive Sentiment: Jamie Dimon said he will remain CEO “for a few years,” which reduces near‑term succession uncertainty and may be seen as stabilizing by long‑term investors. Read More.
• Positive Sentiment: Management emphasized AI as a competitive, long‑term investment (client engagement, product differentiation) — if AI investments drive new fee streams or efficiency gains, that supports medium‑term earnings. Read More.
• Neutral Sentiment: J.P. Morgan Securities reduced a small institutional stake in Rana Gruber ASA below 5% — routine portfolio adjustments by the bank’s subsidiary; limited direct impact on JPM’s stock. Read More.
• Neutral Sentiment: The company held an investor update to detail strategy and outlook — such events can move sentiment short term but mostly reprice expectations based on guidance and Q&A. Read More.
• Negative Sentiment: JPMorgan plans to spend ~ $19.8 billion on technology this year (up ~ $2B), a massive near‑term cost increase that pressures margins until benefits materialize — investors are sensitive to big, persistent cost ramps. Read More.
• Negative Sentiment: Management was repeatedly pressed on AI and quantified software exposure at the investor session — signaling investor concern about AI‑linked operational and credit risks that can increase uncertainty and volatility. Read More.
• Negative Sentiment: Shares fell amid a sectorwide risk‑off tied to private‑credit and AI‑linked credit fears; rising concerns about credit quality can hurt bank multiples and raise loan‑loss reserve expectations. Read More.
• Negative Sentiment: JPMorgan confirmed it closed accounts tied to Donald Trump after Jan. 6 (now part of litigation) and faces renewed reputational/legal scrutiny — legal exposure and headline risk can weigh on sentiment. Read More.
• Negative Sentiment: Elevated insider selling and high trading volumes were flagged in market data — heavy insider sales and institutional position moves can amplify downside in a risk‑off session. Read More.

JPMorgan Chase & Co. 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.