GFS Advisors LLC Reduces Stock Position in JPMorgan Chase & Co. $JPM

GFS Advisors LLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 33.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,888 shares of the financial services provider’s stock after selling 14,647 shares during the period. GFS Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $9,112,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in JPM. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at about $26,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. during the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. raised its stake in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares in the last quarter. Finally, Collier Financial purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $60,000. 71.55% of the stock is currently owned by institutional investors.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Chase will open 160+ new branches in 2026 to drive deposits, cross‑selling and fee income beyond net interest margin — a tangible growth push that supports longer‑term revenue diversification. Read More.
• Positive Sentiment: JPMorgan filed to move/dismiss President Trump’s $5B “debanking” lawsuit and argued CEO Jamie Dimon was wrongly named — an aggressive legal defense that, if it succeeds, reduces headline/litigation risk. Read More.
• Positive Sentiment: Analyst coverage remains constructive (average “Moderate Buy”); commentary noting potential mortgage share gains if capital rules ease provides a supportive backdrop for future fee and NII growth. Read More.
• Neutral Sentiment: JPMorgan research raised its 2026 gold forecast sharply — relevant for macro/trading desks and investor clients but not a direct bank fundamental driver. Read More.
• Neutral Sentiment: JPMorgan initiated coverage on TIC Solutions and published other sector/research notes (e.g., robotics opportunity flagged for other stocks) — shows active research flow but limited direct impact on JPM’s P&L. Read More.
• Neutral Sentiment: Reports that JPMorgan is in talks to serve as banker for an international reconstruction vehicle (“Board of Peace”) are preliminary and speculative — potential upside in advisory fees but uncertain at this stage. Read More.
• Negative Sentiment: Regulatory hit in Europe: JPMorgan’s EU arm was fined €12.18M by the ECB for years of misreporting risk‑weighted assets and capital data — signals control lapses in the region and raises compliance/reputational risk (fine amount is small relative to JPM’s scale but the governance issue is noteworthy). Read More.
• Negative Sentiment: Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M) and reports show Jamie Dimon sold stock (reported ~$21M); several other insiders also trimmed positions. Large, high‑profile sales are weighing on near‑term sentiment even if they could reflect diversification or tax planning. Read More. and Read More.

Wall Street Analyst Weigh In

Several research analysts have commented on JPM shares. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Daiwa Securities Group increased their price target 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. Keefe, Bruyette & Woods raised their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. 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 company currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 over the last ninety days. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.9%

NYSE JPM opened at $310.75 on Friday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a 50 day moving average price of $315.05 and a 200 day moving average price of $307.98. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a market cap of $838.09 billion, a PE ratio of 15.53, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the firm earned $4.81 earnings per share. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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 was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

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.