JPMorgan Chase & Co. $JPM Shares Sold by Waters Parkerson & CO. LLC

Waters Parkerson & CO. LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 347,486 shares of the financial services provider’s stock after selling 3,835 shares during the period. JPMorgan Chase & Co. comprises 5.3% of Waters Parkerson & CO. LLC’s investment portfolio, making the stock its 3rd biggest holding. Waters Parkerson & CO. LLC’s holdings in JPMorgan Chase & Co. were worth $109,607,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. boosted its stake in shares of 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 period. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its stake in 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. Finally, Clarity Asset Management Inc. lifted its holdings in JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on JPM shares. Piper Sandler increased their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. KGI Securities increased their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Truist Financial set a $334.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, The Goldman Sachs Group lifted their price target on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Hold” and an average target price of $336.32.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: RBC Capital reiterated an Outperform on JPM and kept a $330 price target after Q4 results, highlighting JPMorgan’s diversified revenues and long‑term payoff — a direct analyst endorsement that can support investor confidence. RBC Highlights JPMorgan’s Diversified Strength and Long-Term Payoff
• Positive Sentiment: Macro/sector view: coverage noting banks (including JPM) are in a resilient phase — consumer credit held up and higher rates have supported net interest income — which underpins bullish sentiment for bank stocks. Why JPM, BAC, and MS Stocks Are Buoyant in Banking’s ‘Next Phase’
• Positive Sentiment: Dividend/growth narrative persists: investor pieces spotlight JPM as a high‑quality dividend name with solid profitability metrics — supports income‑oriented demand. Are You Looking for a High-Growth Dividend Stock?
• Neutral Sentiment: Funding/liquidity move: JPM completed $6 billion of public note offerings (mix of floating and fixed‑to‑floating maturities) to support liquidity — a routine funding action that shores up balance‑sheet flexibility but adds debt. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes to Support Liquidity and Financing
• Neutral Sentiment: Minor portfolio update: JPM (or affiliates) ceased to be a substantial holder in Treasury Wine Estates — immaterial to JPM’s core banking fundamentals. JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Negative Sentiment: Legal/political headline risk: Former President Trump filed a $5 billion lawsuit accusing JPMorgan of politically motivated account closures and targeting the bank/CEO — broad media coverage increases reputational and legal uncertainty, and is the main near‑term negative driver for the stock. Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street

JPMorgan Chase & Co. Trading Up 1.2%

Shares of JPMorgan Chase & Co. stock opened at $301.25 on Tuesday. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The company has a fifty day simple moving average of $314.47 and a 200-day simple moving average of $305.96. The stock has a market cap of $820.08 billion, a price-to-earnings ratio of 15.05, a PEG ratio of 1.45 and a beta of 1.07. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month 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 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company earned $4.81 earnings per share. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

JPMorgan Chase & Co. 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.