Culbertson A N & Co. Inc. Sells 3,091 Shares of JPMorgan Chase & Co. $JPM

Culbertson A N & Co. Inc. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 112,796 shares of the financial services provider’s stock after selling 3,091 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 5.0% of Culbertson A N & Co. Inc.’s investment portfolio, making the stock its 4th largest position. Culbertson A N & Co. Inc.’s holdings in JPMorgan Chase & Co. were worth $35,579,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Peterson Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares in the last quarter. TradeWell Securities LLC. grew its position in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after acquiring an additional 34 shares during the last quarter. Sharkey Howes & Javer increased its holdings in JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after purchasing an additional 34 shares in the last quarter. Granite Group Advisors LLC raised its position in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares during the last quarter. Finally, JFS Wealth Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.4% during the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after purchasing an additional 35 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $312.55 on Tuesday. The business has a 50-day moving average price of $315.31 and a two-hundred day moving average price of $305.51. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year 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 cap of $850.84 billion, a P/E ratio of 15.62, a PEG ratio of 1.53 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 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 EPS. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Activity at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated 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 transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock worth $4,951,910 over the last quarter. 0.47% of the stock is currently owned by insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 results: JPM reported a top‑and‑bottom‑line beat (revenue and EPS above estimates) and management gave commentary on consumer/corporate trends; investors are focusing on the underlying franchise strength despite a one‑time reserve. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Positive Sentiment: Analyst support: Multiple firms have buy/overweight stances and price targets above current levels (median target noted around $350); Baird also raised its target following Q4, adding upward pressure. Baird Raises JPMorgan (JPM) PT to $280 Following Strong Q4 Results, Robust Credit Quality
• Positive Sentiment: Strategic growth moves: JPMorgan launched a dedicated private capital advisory unit (adds fee‑business scale and cross‑sell opportunities) and is set to take over the Apple Card portfolio from Goldman, both of which increase franchise optionality in higher‑margin areas. JPMorgan sets up dedicated private capital advisory unit
• Neutral Sentiment: Market commentary: JPMorgan strategists view Q4 earnings season as broadly constructive for equities (macro/earnings tone may support cyclical flows but doesn’t change firm fundamentals). JPMorgan says Q4 earnings season likely to reassure despite geopolitical noise
• Neutral Sentiment: Investor chatter: Media/commentators (e.g., Jim Cramer) flagged the stock as “due for a breather” after the post‑earnings move — a reminder that momentum traders may take profits even amid fundamental positives. Jim Cramer on JPMorgan: “It Was Due for a Breather”
• Negative Sentiment: Political/legal risk: President Trump has publicly threatened to sue JPMorgan alleging “debanking” tied to January‑6 actions; the headlines raise reputational and regulatory risk and are stirring social‑media volatility. I’ll be suing…’: Trump threatens lawsuit against JP Morgan, revives ‘debanking’ claims
• Negative Sentiment: Insider selling: Multiple senior executives have sold sizable positions recently (COO, GC and others), and QuiverQuant notes 10 open‑market insider sales in six months — investors often view concentrated insider sales as a near‑term negative signal. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Negative Sentiment: Reserve/credit charge: The quarter included a roughly $2.2B reserve related to the Apple credit card portfolio — while management framed it as prudent, the item introduces near‑term earnings noise and heightened focus on consumer credit trends. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute

Wall Street Analyst Weigh In

JPM has been the subject of a number of research reports. HSBC reiterated a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. TD Cowen raised their target price on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, Robert W. Baird set a $280.00 target price on JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus target price of $336.32.

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.