JPMorgan Chase & Co. $JPM is Mmbg Investment Advisors CO.’s 8th Largest Position

Mmbg Investment Advisors CO. grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 144,907 shares of the financial services provider’s stock after acquiring an additional 1,700 shares during the period. JPMorgan Chase & Co. comprises approximately 4.0% of Mmbg Investment Advisors CO.’s investment portfolio, making the stock its 8th biggest position. Mmbg Investment Advisors CO.’s holdings in JPMorgan Chase & Co. were worth $45,708,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of JPM. Zions Bancorporation National Association UT increased its stake in shares of JPMorgan Chase & Co. by 9.2% in the 3rd quarter. Zions Bancorporation National Association UT now owns 17,708 shares of the financial services provider’s stock valued at $5,586,000 after purchasing an additional 1,486 shares in the last quarter. Providence Financial Advisors LLC purchased a new position in JPMorgan Chase & Co. during the third quarter worth approximately $231,000. AFT Forsyth & Company Inc. grew its holdings in JPMorgan Chase & Co. by 4.4% in the third quarter. AFT Forsyth & Company Inc. now owns 12,338 shares of the financial services provider’s stock valued at $3,892,000 after purchasing an additional 520 shares during the period. Capital Planning Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 78.9% in the third quarter. Capital Planning Advisors LLC now owns 10,836 shares of the financial services provider’s stock valued at $3,418,000 after buying an additional 4,778 shares in the last quarter. Finally, Generation Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $212,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: CEO stability — Jamie Dimon told investors he plans to remain CEO “for a few years,” removing near‑term succession uncertainty. JPMorgan’s Dimon says he will remain CEO for a few years
• Positive Sentiment: Management pushed back on AI doom narratives — Dimon and other executives told investors AI is not an existential threat to JPMorgan’s business, which may calm long‑term disruption fears. Jamie Dimon Dismisses Fears Over How AI Will Hit JPMorgan
• Positive Sentiment: Analyst support / price targets remain constructive — recent analyst coverage still skews positive with multiple price targets above current levels, a potential anchor for buyers once volatility eases. $JPM stock is down 5% today. Here’s what we see in our data.
• Neutral Sentiment: Investor update / cost program — management held an in‑person company update to justify a multibillion-dollar weekly spending program ($2B/week reported by several outlets). This explains higher near‑term expense guidance but was framed as investment for growth. JPMorgan Chase Hosts Investor Company Update and Outlook
• Negative Sentiment: Broad financials sell‑off and credit fears — JPM shares fell amid a sector‑wide rout tied to mounting worries about private credit and AI‑linked credit risks, pressuring bank multiple and sentiment. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: Insider selling / large churn in holdings — public datasets show substantial insider sales (including Dimon) and notable institutional rebalancings, which can amplify downside during market stress. $JPM stock is down 5% today. Here’s what we see in our data.
• Negative Sentiment: Legal/reputational overhang — court filings show JPMorgan admitted closing accounts tied to Donald Trump after Jan. 6, a fact resurfacing in litigation and media coverage that adds headline risk. JPMorgan admits closing accounts linked to Donald Trump

JPMorgan Chase & Co. Trading Down 4.3%

Shares of JPMorgan Chase & Co. stock opened at $297.50 on Tuesday. The stock has a 50 day moving average of $314.60 and a 200 day moving average of $308.29. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market capitalization of $802.36 billion, a price-to-earnings ratio of 14.87, a PEG ratio of 1.51 and a beta of 1.08. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.81 EPS. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Analyst Ratings Changes

A number of research firms have weighed in 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 shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. Wells Fargo & Company decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods increased their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $339.73.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction 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 completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

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.