JPMorgan Chase & Co. $JPM Shares Sold by Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 99,053 shares of the financial services provider’s stock after selling 2,374 shares during the period. JPMorgan Chase & Co. comprises about 1.3% of Birch Hill Investment Advisors LLC’s holdings, making the stock its 27th largest holding. Birch Hill Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $31,244,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Independent Solutions Wealth Management LLC lifted its stake in JPMorgan Chase & Co. by 11.4% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 10,125 shares of the financial services provider’s stock worth $3,194,000 after acquiring an additional 1,039 shares in the last quarter. Benjamin Edwards Inc. increased its stake in JPMorgan Chase & Co. by 8.3% during the third quarter. Benjamin Edwards Inc. now owns 140,267 shares of the financial services provider’s stock worth $44,258,000 after purchasing an additional 10,798 shares during the period. Barnes Dennig Private Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 3.1% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 1,441 shares of the financial services provider’s stock worth $455,000 after purchasing an additional 43 shares in the last quarter. ShoreHaven Wealth Partners LLC lifted its position in shares of JPMorgan Chase & Co. by 6.9% during the third quarter. ShoreHaven Wealth Partners LLC now owns 1,523 shares of the financial services provider’s stock worth $481,000 after purchasing an additional 98 shares in the last quarter. Finally, Hosking Partners LLP boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. Hosking Partners LLP now owns 119,670 shares of the financial services provider’s stock valued at $37,748,000 after purchasing an additional 304 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $312.55 on Friday. The company has a market cap of $850.84 billion, a P/E ratio of 15.62, a PEG ratio of 1.52 and a beta of 1.07. The firm has a fifty day moving average price of $315.40 and a 200 day moving average price of $305.19. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. 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 posted 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 company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations 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 quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm earned $4.81 earnings per share. Sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced 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. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was 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 directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Robin Leopold sold 966 shares of the stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares in the company, valued at $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,834 shares of company stock worth $4,951,910 in the last three months. 0.47% of the stock is owned by company insiders.

Analysts Set New Price Targets

JPM has been the topic of several recent research reports. Loop Capital set a $310.00 target price on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Daiwa Capital Markets upped 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. KGI Securities increased their price objective on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Robert W. Baird set a $280.00 target price on JPMorgan Chase & Co. in a report on Wednesday. Finally, Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Fifteen equities research 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. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $336.32.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an overweight rating, signaling analyst conviction in JPM’s earnings trajectory and supporting the stock’s lift. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed a buy rating on JPM, reinforcing buy‑side support after JPM’s recent results and management commentary. Barclays maintains buy
• Positive Sentiment: JPMorgan formed a new Private Capital Advisory & Solutions team to help clients raise private capital — a strategic move to capture fees in the growing private markets and diversify fee income. Reuters: JPMorgan forms new advisory group
• Positive Sentiment: JPMorgan announced a new quantitative trading unit to boost electronic trading and data‑driven execution — a revenue/efficiency play as electronic markets intensify. Benzinga: JPMorgan forms new quant unit
• Positive Sentiment: Institutional buying: Mn Services disclosed an increase in its JPM position, a sign of institutional confidence and incremental demand for shares. QuiverQuant: Fund adds JPM shares
• Positive Sentiment: Goldman announced the sale/transition of its Apple Card business to JPMorgan — a strategic consumer‑banking acquisition that expands JPM’s card/consumer franchise (integration execution will matter). MarketBeat: Goldman Q4 / Apple Card transition
• Neutral Sentiment: JPMorgan research flagged potential industry shifts — e.g., Schwab weighing distribution fees for ETF issuers (a ~$500M addressable figure) — highlighting JPM’s influential research but not directly altering JPM’s near‑term earnings. Benzinga: Active ETFs face cost pressure
• Neutral Sentiment: JPMorgan has publicly cautioned about yield‑bearing stablecoins and crypto that mimic bank functions — a stance that signals regulatory engagement and caution as banks and crypto converge; this is industry‑level context rather than a direct earnings swing. Cointelegraph: Banks vs crypto tension
• Negative Sentiment: Sector valuation and policy overhangs are pressuring bank stocks after earnings—reports cite a pullback in large banks on valuation and concerns such as a proposed credit‑card rate cap, which would weigh on card income if enacted. That risk is a near‑term headwind for JPM and peers. MarketBeat: Bank stocks fall after earnings
• Negative Sentiment: Some commentators argue JPM’s current share price leaves limited margin for error, noting the stock may be “steep” for new entries after recent gains — an outlook that could cap further near‑term upside absent clear beats. Seeking Alpha: JPM price too steep

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.