JPMorgan Chase & Co. $JPM Position Cut by Chicago Capital LLC

Chicago Capital LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 140,328 shares of the financial services provider’s stock after selling 1,675 shares during the period. Chicago Capital LLC’s holdings in JPMorgan Chase & Co. were worth $44,264,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. during the second quarter valued at about $26,000. 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 worth $32,000 after buying an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC raised its holdings 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 valued at $33,000 after purchasing an additional 50 shares in the last quarter. Ryan Investment Management Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at approximately $37,000. Finally, Christopher J. Hasenberg Inc boosted its holdings in shares of JPMorgan Chase & Co. by 212.0% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after buying an additional 106 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Q4 beat on core metrics — JPM reported adjusted EPS of $5.23 and revenue of ~$46.8B, topping Street estimates, supported by trading and NII strength. Business Wire: Q4 Results
• Positive Sentiment: Higher net interest income outlook — management outlined ~$95B NII (ex‑markets) guidance, which supports earnings power if rates remain elevated. MSN: $95B NII Guidance
• Neutral Sentiment: Management plans elevated tech/AI and payments investment in 2026 — strategic for long‑term competitiveness but implies near‑term expense growth. PYMNTS: Tech & AI Spend
• Neutral Sentiment: CFO signaled regulatory concerns around stablecoins and crypto yield products — positions the bank for conservative policy outcomes but flags industry uncertainty. Cointelegraph: Stablecoin Warning
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) weighed on reported profit, reducing headline net income despite adjusted beat. Reuters: Apple Card Charge
• Negative Sentiment: Investment‑banking fees slipped unexpectedly, missing forecasts — a visible drag on revenue mix and a key reason analysts trimmed enthusiasm. WSJ: IB Fees Miss
• Negative Sentiment: Political/regulatory risk: proposed 10% credit‑card rate cap (and the bank’s public pushback) creates uncertainty for card economics and could pressure future margins if enacted. Reuters: Credit-Card Cap Risk

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. TD Cowen lifted their price objective on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Loop Capital set a $310.00 price target on JPMorgan Chase & Co. in a report on Thursday, October 23rd. HSBC reissued a “hold” rating and set a $245.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 15th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average target price of $333.90.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $311.48 on Wednesday. The stock has a fifty day simple moving average of $315.60 and a 200 day simple moving average of $304.99. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. The company has a market capitalization of $847.94 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 1.59 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly 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 20.90% and a return on equity of 17.18%. The firm had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm posted $4.81 earnings per share. The business’s revenue was up 7.1% compared to the same quarter last year. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.72%.

Insider Buying and Selling

In other news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.47% of the stock is currently owned by insiders.

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.