JPMorgan Chase & Co. $JPM Shares Bought by Ritholtz Wealth Management

Ritholtz Wealth Management grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 93,552 shares of the financial services provider’s stock after buying an additional 6,365 shares during the quarter. JPMorgan Chase & Co. accounts for about 0.6% of Ritholtz Wealth Management’s investment portfolio, making the stock its 26th largest holding. Ritholtz Wealth Management’s holdings in JPMorgan Chase & Co. were worth $29,509,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in JPMorgan Chase & Co. during the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC grew its stake in JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares in the last quarter. Viking Global Investors LP increased its holdings in JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after buying an additional 1,870,386 shares during the last quarter. Montrusco Bolton Investments Inc. acquired a new stake in JPMorgan Chase & Co. during the second quarter valued at approximately $485,802,000. Finally, International Assets Investment Management LLC bought a new position in JPMorgan Chase & Co. during the 2nd quarter worth approximately $458,104,000. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on JPM. KGI Securities lifted their target price on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research report on Wednesday, October 15th. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft raised their price target on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research report on Tuesday, September 30th. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Finally, Hsbc Global Res raised JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $336.32.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’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 transaction, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 15,834 shares of company stock worth $4,951,910. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 1.9%

Shares of NYSE:JPM opened at $297.95 on Monday. The company has a 50 day moving average of $314.45 and a 200-day moving average of $305.87. 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 firm has a market cap of $811.10 billion, a P/E ratio of 14.89, a P/E/G ratio of 1.45 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 announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm 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%.The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $4.81 earnings per share. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company 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. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Key Headlines Impacting 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

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.