JPMorgan Chase & Co. $JPM Shares Sold by Linscomb Wealth Inc.

Linscomb Wealth Inc. lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 97,039 shares of the financial services provider’s stock after selling 8,969 shares during the period. JPMorgan Chase & Co. comprises 1.3% of Linscomb Wealth Inc.’s portfolio, making the stock its 14th largest holding. Linscomb Wealth Inc.’s holdings in JPMorgan Chase & Co. were worth $30,609,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Norges Bank acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after acquiring an additional 16,727,530 shares in the last quarter. Viking Global Investors LP boosted its stake in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after acquiring an additional 1,870,386 shares during the last quarter. Montrusco Bolton Investments Inc. purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $485,802,000. Finally, International Assets Investment Management LLC purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $458,104,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on 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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 2,893 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 $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 approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 14,868 shares of company stock valued at $4,650,596. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM opened at $302.62 on Friday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a 50 day moving average of $315.53 and a two-hundred day moving average of $307.56. The company has a market cap of $823.82 billion, a P/E ratio of 15.12, a P/E/G ratio of 1.48 and a beta of 1.07. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion during 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 firm’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the company earned $4.81 EPS. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on JPM shares. Daiwa Securities Group lifted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. The Goldman Sachs Group raised their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Finally, Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $340.18.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bank reorg/AI focus — JPMorgan named Guy Halamish as COO of its Commercial & Investment Bank to lead data and AI strategy, signaling management is prioritizing efficiency and revenue growth from AI initiatives. JPMorgan names Halamish as COO (Reuters)
• Positive Sentiment: Capital return for preferred holders — the firm declared dividends on Series II and OO preferred shares, a sign of capital allocation discipline and predictability for preferred investors. JPMorganChase Declares Preferred Stock Dividends (BusinessWire)
• Neutral Sentiment: 10-K filed — JPMorgan filed its Form 10-K for fiscal 2025 (available on the SEC/IR sites); routine but provides full-year detail investors will parse for capital, credit and risk metrics. JPMorganChase Files Form 10-K (BusinessWire)
• Neutral Sentiment: Analyst activity — mixed analyst notes (including a recent Neutral/upgrade from Baird and a Barclays reaffirmation) keep consensus views varied; these are headline drivers but not a clear catalyst. JPMorgan Chase upgraded to Neutral (Yahoo) Barclays reaffirms Buy (MarketScreener)
• Negative Sentiment: Institutional trimming — a Barclays PLC 13F update shows a ~31% reduction in its JPM position as of 12/31/25, highlighting potential selling pressure or portfolio rebalancing by a major investor. Fund Update: BARCLAYS PLC New Holdings (Quiver Quant)
• Negative Sentiment: Legal overhang — a federal judge rejected JPMorgan’s bid to dismiss a class action over its cash sweep program, so litigation risk and potential remediation costs remain on the horizon. Judge Rejects JPMorgan Bid to Kill Cash Sweep Lawsuit (PYMNTS)

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.