Country Trust Bank Sells 9,340 Shares of JPMorgan Chase & Co. $JPM

Country Trust Bank lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 199,212 shares of the financial services provider’s stock after selling 9,340 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.4% of Country Trust Bank’s investment portfolio, making the stock its 19th largest position. Country Trust Bank’s holdings in JPMorgan Chase & Co. were worth $62,837,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of JPM. Creative Planning raised its stake in shares of JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares during the last quarter. Aviva PLC grew its position in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after acquiring an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management increased its holdings in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. increased its holdings in JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new position in JPMorgan Chase & Co. in the 2nd quarter valued at $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $297.95 on Friday. The firm’s 50 day moving average price is $314.45 and its two-hundred day moving average price is $305.71. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The stock has a market cap of $811.10 billion, a PE ratio of 14.89, a PEG ratio of 1.46 and a beta of 1.07.

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. 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 the consensus estimate of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 EPS. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction that occurred on 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 of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Robin Leopold sold 966 shares of the company’s 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 sale, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last 90 days. 0.47% of the stock is owned by corporate insiders.

Trending Headlines about JPMorgan Chase & Co.

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 equities analysts have commented on the company. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Finally, Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target 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.