JPMorgan Chase & Co. $JPM Shares Purchased by Mainsail Asset Management LLC

Mainsail Asset Management LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 155.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,849 shares of the financial services provider’s stock after buying an additional 2,342 shares during the period. JPMorgan Chase & Co. accounts for 0.5% of Mainsail Asset Management LLC’s holdings, making the stock its 23rd biggest position. Mainsail Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,214,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $26,000. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC raised its holdings in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the period. Mizuho Securities Co. Ltd. boosted its position in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Finally, Clarity Asset Management Inc. grew its holdings in JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after purchasing an additional 101 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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. Trading Down 1.9%

Shares of JPM opened at $297.95 on Monday. 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 price-to-earnings-growth ratio of 1.45 and a beta of 1.07. The firm’s fifty day moving average is $314.45 and its two-hundred day moving average is $305.87. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results 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 net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the business earned $4.81 earnings per share. Research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a $1.50 dividend. 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 is presently 29.99%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on JPM shares. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. KGI Securities boosted their price target on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Finally, Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Fourteen 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’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $336.32.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on 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. The trade was a 4.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 15,834 shares of company stock valued at $4,951,910. Company insiders own 0.47% of the company’s stock.

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.