JPMorgan Chase & Co. $JPM Shares Sold by Peterson Wealth Services

Peterson Wealth Services cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 87.0% in the third quarter, Holdings Channel.com reports. The firm owned 6,646 shares of the financial services provider’s stock after selling 44,491 shares during the quarter. Peterson Wealth Services’ holdings in JPMorgan Chase & Co. were worth $2,096,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Creative Planning increased its position in JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the last quarter. Aviva PLC grew its stake in shares of JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after buying an additional 126,742 shares during the period. Triangle Securities Wealth Management grew its stake in shares of JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after buying an additional 3,191 shares during the period. Kelman Lazarov Inc. increased its holdings in shares of JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after buying an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at approximately $534,000. 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: JPMorgan led/arranged major financing for Databricks (part of a $5B equity raise and $2B debt financing), highlighting ongoing investment‑banking and debt‑origination deal flow that should support fee revenue. Databricks funding
• Positive Sentiment: JPMorgan is part of a $3.6B syndicated credit facility for IREN (reported by MarketBeat), showing the bank’s role in large corporate lending and syndicated finance — a positive for interest income and arrangement fees. IREN financing
• Positive Sentiment: J.P. Morgan is the bookrunner on a 12M ADS secondary offering for LATAM Airlines — a reminder of steady ECM advisory and underwriting activity that generates fees for the bank. LATAM secondary offering
• Positive Sentiment: Analyst/strategy commentary from JPMorgan (CNBC interview and Zacks coverage) remains bullish on the market and highlights JPMorgan’s favorable earnings/price-strength narrative — supportive for investor sentiment around the bank’s trading and markets franchise. CNBC interview Zacks stock to watch
• Neutral Sentiment: Large Q4 2025 13F disclosures from JPMorgan’s funds show big reductions in passive ETF and mega‑cap tech positions (VOO, IVV, NVDA, MSFT, AMZN, META) while opening new positions (IVOL, ABVX, UL). This signals active repositioning by asset‑management units — relevant to fee generation but not an immediate earnings surprise. 13F fund update
• Neutral Sentiment: JPMorgan disclosed a 7.28% stake in Hexagon Composites via its securities arm — a regulatory filing that matters for transparency but is unlikely to move JPM’s share price materially. Hexagon stake disclosure
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — investor‑relations communications that may reiterate guidance or strategy but typically have limited immediate market impact. UBS conference transcript
• Negative Sentiment: A technical/cycle note (TalkMarkets) suggests JPM may be ending an April cycle and could face a corrective move — this kind of commentary can amplify risk‑off flows into bank shares and pressure short‑term performance. Cycle/correction note

JPMorgan Chase & Co. Price Performance

JPM stock opened at $310.91 on Thursday. The business’s fifty day moving average price is $316.05 and its 200 day moving average price is $307.56. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. 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 market capitalization of $846.36 billion, a PE ratio of 15.54, a P/E/G ratio of 1.55 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion during 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%.JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company posted $4.81 EPS. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend 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%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction 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 completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 14,868 shares of company stock valued at $4,650,596 in the last ninety days. Company insiders own 0.47% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on JPM shares. KGI Securities increased their price objective on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research report on Wednesday, October 15th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target for the company in a report on Tuesday, February 3rd. 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 report on Tuesday, January 6th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $340.18.

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.