JPMorgan Chase & Co. $JPM Shares Sold by Hoertkorn Richard Charles

Hoertkorn Richard Charles lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 50,557 shares of the financial services provider’s stock after selling 1,855 shares during the period. JPMorgan Chase & Co. accounts for 6.2% of Hoertkorn Richard Charles’ holdings, making the stock its 6th biggest position. Hoertkorn Richard Charles’ holdings in JPMorgan Chase & Co. were worth $15,947,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the last quarter. Acorns Advisers LLC increased its holdings in JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares during the period. CX Institutional increased its holdings in JPMorgan Chase & Co. by 5.0% in the 2nd quarter. CX Institutional now owns 25,830 shares of the financial services provider’s stock worth $7,488,000 after buying an additional 1,220 shares during the period. Occidental Asset Management LLC raised its position in JPMorgan Chase & Co. by 4.6% during the 2nd quarter. Occidental Asset Management LLC now owns 27,445 shares of the financial services provider’s stock worth $7,957,000 after buying an additional 1,212 shares during the last quarter. Finally, Argent Capital Management LLC lifted its stake in JPMorgan Chase & Co. by 2.9% during the 2nd quarter. Argent Capital Management LLC now owns 234,323 shares of the financial services provider’s stock valued at $67,933,000 after acquiring an additional 6,556 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $297.95 on Friday. The stock has a market capitalization of $811.10 billion, a price-to-earnings ratio of 14.89, a PEG ratio of 1.49 and a beta of 1.07. The stock has a 50-day moving average of $314.45 and a 200 day moving average of $305.55. 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 twelve month low of $202.16 and a twelve month high of $337.25.

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

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Q4 earnings and underlying fundamentals remain supportive — JPMorgan recently reported an earnings beat and solid revenue growth, which leaves the firm with healthy profitability metrics and analyst confidence heading into 2026.
• Positive Sentiment: JPMorgan scheduled a Company Update in New York (Feb. 23) offering management Q&A and additional transparency for investors. JPMorganChase Company Update 2026
• Neutral Sentiment: JPMorgan completed $6 billion of new public debt offerings — a capital-markets action that funds operations and liquidity but slightly increases leverage and interest expense exposure. JPMorgan Chase Issues $6 Billion in New Debt
• Neutral Sentiment: JPMorgan’s research desk remains active (eg. semiconductor/AI stock picks, sector coverage changes). Analyst notes can support flow business and fee revenue but are not an immediate driver of the bank’s share price. Nvidia, Broadcom, Micron: JPMorgan’s Top Semiconductor Picks for 2026
• Negative Sentiment: The dominant headline is a $5 billion lawsuit filed by former President Trump alleging JPMorgan “debanked” him for political reasons in 2021 — a reputational and legal overhang that has driven intraday selling and heightened media scrutiny. JPMorgan disputes the claim and says account closures were due to legal/regulatory risk, but litigation risk and political attention are acute near-term negatives. Trump sues JPMorgan Chase, CEO Dimon over alleged ‘political’ debanking
• Neutral Sentiment: JPMorgan issued a public statement calling the lawsuit without merit and reiterating that account actions reflect legal/regulatory risk — this reduces some uncertainty but does not eliminate litigation or political headlines. JPMorganChase Statement Regarding President Trump’s Lawsuit
• Negative Sentiment: Corporate-governance attention after the board approved a roughly $43M pay package for CEO Jamie Dimon may add to investor sensitivity on costs and optics amid the legal dispute. JPMorgan CEO Jamie Dimon’s pay rises to $43 million in 2025

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on JPM shares. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods increased their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Piper Sandler raised their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Finally, Daiwa Capital Markets lifted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus price target of $336.32.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This represents a 4.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated 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 directly 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 15,834 shares of company stock valued at $4,951,910. Insiders own 0.47% of the company’s stock.

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.