JPMorgan Chase & Co. $JPM Shares Purchased by GS Investments Inc.

GS Investments Inc. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,622 shares of the financial services provider’s stock after acquiring an additional 2,598 shares during the period. JPMorgan Chase & Co. comprises about 2.6% of GS Investments Inc.’s investment portfolio, making the stock its 13th biggest holding. GS Investments Inc.’s holdings in JPMorgan Chase & Co. were worth $5,243,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new position in JPMorgan Chase & Co. during the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. by 28,813.7% during 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 during the period. Viking Global Investors LP grew its position 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 worth $1,171,826,000 after acquiring an additional 1,870,386 shares during the last quarter. Montrusco Bolton Investments Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $485,802,000. Finally, International Assets Investment Management LLC bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at about $458,104,000. 71.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on JPM. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. CICC Research assumed coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective for the company. Daiwa Securities Group raised their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, The Goldman Sachs Group increased their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

JPMorgan Chase & Co. Stock Performance

JPM opened at $308.12 on Friday. The business has a 50 day moving average price of $315.21 and a two-hundred day moving average price of $307.87. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The company has a market capitalization of $831.00 billion, a price-to-earnings ratio of 15.40, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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 $45.80 billion for 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 company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.81 EPS. Research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. 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 asked a court to dismiss former President Trump’s “debanking” lawsuit, which reduces an overhang of legal uncertainty if the court grants dismissal. JPMorgan Chase Moves to Dismiss Trump Debanking Lawsuit
• Positive Sentiment: Management is expanding the retail footprint — JPMorgan plans to open over 160 new Chase branches in 2026, a move that can support deposits and consumer revenue over time. JPMorgan Chase plans to open over 160 new branches
• Positive Sentiment: Recent results showed an EPS beat and year-over-year revenue and loan growth, underpinning expectations for continued core profitability. JPMorgan Chase & Co. (JPM) profile and recent results
• Neutral Sentiment: JPMorgan notified Lynas Rare Earths that it no longer is a substantial holder — an institutional portfolio adjustment with limited direct impact on JPM’s stock. JPMorgan Ceases to Be Substantial Holder in Lynas Rare Earths
• Neutral Sentiment: Wall Street keeps a generally constructive view (average “Moderate Buy” and mid-$300s consensus target), which supports medium-term upside but hasn’t removed near-term volatility. JPMorgan Chase & Co. Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Major insider sale: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M), a sizable reduction in his holdings that can raise short-term investor concern about insider confidence or portfolio diversification. SEC filing: CEO Troy L. Rohrbaugh sale
• Negative Sentiment: Additional insider sales: CFO Jeremy Barnum, General Counsel Stacey Friedman and other insiders reported smaller sales this week — multiple insider disposals can weigh on sentiment even if individually routine. SEC filing: Jeremy Barnum sale (representative)

Insider Activity at JPMorgan Chase & Co.

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 71,596 shares of company stock worth $22,067,932. Company insiders own 0.47% of the company’s stock.

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.