JPMorgan Chase & Co. $JPM Shares Sold by Skylands Capital LLC

Skylands Capital LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 15.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,505 shares of the financial services provider’s stock after selling 4,550 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.1% of Skylands Capital LLC’s portfolio, making the stock its 27th largest holding. Skylands Capital LLC’s holdings in JPMorgan Chase & Co. were worth $8,045,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Peterson Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares during the period. TradeWell Securities LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares during the period. Sharkey Howes & Javer grew its position in JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after buying an additional 34 shares during the last quarter. Granite Group Advisors LLC increased its stake in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after buying an additional 34 shares during the period. Finally, Cottonwood Capital Advisors LLC raised its position in JPMorgan Chase & Co. by 0.9% during the 2nd quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock worth $1,112,000 after buying an additional 35 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Key JPMorgan Chase & Co. News

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

  • Positive Sentiment: Potential mortgage-share tailwind if regulation eases — Analysts note that if the Fed eases capital rules, large banks including JPM could regain mortgage market share from non-bank originators, which would help fee income and loan growth. Zacks Analyst Blog
  • Positive Sentiment: Retail footprint expansion — JPMorgan plans to open over 160 new Chase branches across the U.S. this year, a sign of ongoing investment in customer distribution that could support deposit growth and consumer lending. JPMorgan branch expansion
  • Positive Sentiment: Active legal defense filed — JPMorgan has moved to dismiss and asked for the Trump “debanking” lawsuit to be moved to federal court and argued CEO Jamie Dimon was included fraudulently, a step that could limit corporate and executive exposure if successful. PYMNTS on dismissal motion
  • Neutral Sentiment: Analyst consensus remains constructive — recent coverage shows an average rating of “Moderate Buy,” suggesting analysts see continued earnings power despite volatility. Analyst rating piece
  • Neutral Sentiment: Portfolio/shares update — JPMorgan notified Lynas Rare Earths that it ceased to be a substantial holder; this is a portfolio move with limited direct impact on JPM’s core operations. TipRanks on Lynas
  • Neutral Sentiment: Macro research noted — JPM analysis on tariffs highlights broader economic effects (e.g., impacts on small businesses) rather than an immediate bank-specific revenue driver. Fortune on tariffs
  • Negative Sentiment: High-profile lawsuit remains an overhang — President Trump filed a $5 billion “debanking” suit that names JPMorgan and CEO Jamie Dimon, creating reputational and legal risk that can pressure the stock until resolved. Benzinga on lawsuit
  • Negative Sentiment: Significant insider selling — a disclosed sale of 50,000 shares by executive Troy L. Rohrbaugh (about $15.4M at the reported price) and other smaller insider disposals have appeared in filings; large insider sales can be interpreted negatively by investors even if for personal reasons. SEC filing for Rohrbaugh sale
  • Negative Sentiment: Additional smaller insider sales announced — other insiders disclosed sales (Robin Leopold, Stacey Friedman, Jeremy Barnum), which combined with the larger sale add to near-term sentiment pressure. Insider sales roundup

JPMorgan Chase & Co. Stock Down 0.2%

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

JPMorgan Chase & Co. (NYSE:JPMGet Free Report) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations 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 last year, the business posted $4.81 earnings per share. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

JPM has been the topic of several analyst reports. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. The Goldman Sachs Group increased their target price 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. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

Read Our Latest Stock Report on JPMorgan Chase & Co.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction 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 completion of the transaction, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Jeremy Barnum sold 2,892 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were 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 owned 23,804 shares in the company, valued at $7,294,021.68. This represents a 10.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock worth $22,067,932 in the last quarter. 0.47% of the stock is currently owned by corporate insiders.

About JPMorgan Chase & Co.

(Free Report)

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.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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