Oppenheimer Asset Management Inc. Has $145.14 Million Stake in JPMorgan Chase & Co. $JPM

Oppenheimer Asset Management Inc. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the 3rd quarter, Holdings Channel reports. The firm owned 460,132 shares of the financial services provider’s stock after selling 6,201 shares during the period. JPMorgan Chase & Co. comprises 1.6% of Oppenheimer Asset Management Inc.’s investment portfolio, making the stock its 5th largest holding. Oppenheimer Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $145,139,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of JPM. Harbor Asset Planning Inc. purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $26,000. Mizuho Securities Co. Ltd. raised its holdings in shares of JPMorgan Chase & Co. by 450.0% during 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 in the last quarter. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC boosted its stake 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 buying an additional 50 shares in the last quarter. Finally, Collier Financial purchased a new stake in JPMorgan Chase & Co. in the third quarter worth approximately $60,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the sale, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 21,164 shares of company stock worth $6,579,748 over the last three months. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $306.85 on Wednesday. The firm has a market capitalization of $835.33 billion, a price-to-earnings ratio of 15.33, a PEG ratio of 1.48 and a beta of 1.07. The stock has a fifty day moving average of $315.41 and a 200 day moving average of $307.86. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. 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 issued 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. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm earned $4.81 EPS. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, research analysts expect 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. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan analysts say rising AI spending could force smaller banks into mergers, a dynamic that benefits large, well-capitalized banks like JPM by concentrating market share and reducing competition. JPMorgan Chase Analysts Predict AI Costs Could Trigger Bank Mergers
• Positive Sentiment: JPMorgan’s loan book strength continues to show: Q4 loans reached ~$1.49T, driven by wholesale and card balances — a sign of ongoing core revenue expansion. JPMorgan’s Q4 Loan Trajectory: Where Did Expansion Show Up?
• Positive Sentiment: Recent quarterly results showed an EPS beat and revenue growth year-over-year, supporting expectations for solid profitability and valuation multiples relative to peers. JPMorgan Chase & Co. (JPM) profile and recent results
• Neutral Sentiment: J.P. Morgan’s investment arm disclosed a >5% stake in Rana Gruber — an institutional position that reflects balance-sheet deployment but is unlikely to move JPM’s stock materially. JPMorgan Discloses 5.18% Stake in Rana Gruber
• Neutral Sentiment: JPMorgan research and analysts remain active in markets (upgrades/downgrades across names); this highlights franchise strength but has indirect impact on JPM’s stock. J.P. Morgan Research Says: ‘Broken Logic’ Is Driving This Software Stock Sell-Off
• Negative Sentiment: Insider selling: General Counsel Stacey Friedman sold ~3,404 shares (~$1.04M) on Feb 17; while insiders still hold large stakes, sales can create short-term investor caution. SEC filing: Stacey Friedman sale
• Negative Sentiment: Insider selling: CFO Jeremy Barnum sold ~2,892 shares (~$886k) on Feb 17; another insider reduction that investors may view unfavorably in the near term. SEC filing: Jeremy Barnum sale

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. CICC Research initiated coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Wells Fargo & Company dropped their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $339.73.

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.