JPMorgan Chase & Co. $JPM Shares Sold by King Luther Capital Management Corp

King Luther Capital Management Corp decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,778,634 shares of the financial services provider’s stock after selling 16,803 shares during the period. JPMorgan Chase & Co. makes up 2.3% of King Luther Capital Management Corp’s holdings, making the stock its 9th largest position. King Luther Capital Management Corp owned 0.06% of JPMorgan Chase & Co. worth $561,034,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Mizuho Securities Co. Ltd. increased its holdings in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC grew its position in shares of JPMorgan Chase & Co. by 92.6% during the 3rd 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 during the period. Collier Financial bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Finally, Clarity Asset Management Inc. raised its position in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Management flagged higher 2026 NII, mid‑teen IB fee growth and a ~10% increase in tech spend to roughly $19.8B — signaling durable revenue drivers and reinvestment to capture AI-led efficiency gains. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Positive Sentiment: Goldman Sachs (Richard Ramsden) reiterated a Buy, citing an upgraded 2026 growth outlook, AI-driven productivity and strong capital deployment capacity — a vote of confidence that likely supports the rally. JPMorgan: Buy Rating Backed by Upgraded 2026 Growth Outlook
• Positive Sentiment: CEO Jamie Dimon stressed JPMorgan expects to be “a winner” in the AI race and described plans for large-scale redeployment of employees — investors are treating this as evidence JPM can convert tech spend into competitive advantage. Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce
• Positive Sentiment: JPMorgan’s participation in industry AI governance initiatives and partnerships (Agentic AI Foundation membership) reinforces its role in shaping standards and commercial AI deployments — positive for enterprise positioning. Circle, JPMorgan and Huawei Sign on to Agentic AI Governance Effort
• Neutral Sentiment: Truist trimmed its JPM price target slightly (from $334 to $330) — a modest technical note that doesn’t alter the constructive analyst tone. Truist adjusts price target on JPMorgan Chase
• Neutral Sentiment: JPMorgan continues routine corporate lending activity (e.g., ~ $100M credit facility to Archer Meat Snacks) — credit wins but not market-moving by themselves. Archer Meat Snacks Secures Nearly $100 Million Credit Facility from J.P. Morgan
• Negative Sentiment: Dimon also issued a stark warning that current conditions and some rival banks’ looser lending resemble pre‑2008 behavior and that his “anxiety is high” about the next credit cycle — that caution can pressure broader financial multiples despite JPM’s relative strength. Jamie Dimon Says His ‘Anxiety is High’ Over What Could Cause the Next Financial Crisis

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $303.49 on Thursday. The firm has a market cap of $818.51 billion, a PE ratio of 15.17, a PEG ratio of 1.43 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a fifty day moving average price of $314.00 and a 200 day moving average price of $308.32.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm 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 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 EPS. Research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders 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 yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% 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 2,892 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction 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. This represents a 10.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on JPM. Wells Fargo & Company decreased their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Daiwa Securities Group raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned 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 price target of $339.55.

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.