Courier Capital LLC Has $25.53 Million Stock Position in JPMorgan Chase & Co. $JPM

Courier Capital LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 80,946 shares of the financial services provider’s stock after selling 2,113 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.5% of Courier Capital LLC’s holdings, making the stock its 14th biggest position. Courier Capital LLC’s holdings in JPMorgan Chase & Co. were worth $25,533,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. in the second quarter worth about $26,000. Mizuho Securities Co. Ltd. grew its holdings in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the last quarter. Finally, Clarity Asset Management Inc. boosted its position in shares of 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 acquiring an additional 101 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is listed among banks and card networks supporting the new government “Trump Accounts” program, which could drive new deposit flows and interchange/card revenue from accounts for minors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Positive Sentiment: JPMorgan will match the government’s one‑time $1,000 contribution to eligible employees’ new children’s retirement accounts — a move that can boost employee goodwill and funnel additional retail deposits. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: J.P. Morgan Asset Management launched the JPMorgan International Dynamic ETF (JIDE), expanding fee-bearing product lineup and offering another distribution/fees channel. JPMorgan International Dynamic ETF (JIDE) Launch
• Positive Sentiment: Management’s 2026 net interest income (NII) guide — roughly $103B according to coverage — signals resilience even with expected rate cuts, backing earnings stability via loans, card balances and deposit repricing. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: Short interest in JPM declined meaningfully in January (about a 13.6% drop to ~20.1M shares), reducing potential short‑squeeze volatility and signaling less bearish positioning.
• Neutral Sentiment: JPMorgan research released top short ideas and sector picks (e.g., Vertiv growth pick); this is notable for market flow but does not directly change JPM’s fundamentals. JPMorgan Just Revealed its Top Short Ideas
• Neutral Sentiment: Asset Management hires (Pam Hess as retirement strategist) and continued AI investment programs keep JPM positioned operationally but are execution-level items rather than immediate stock drivers. Pam Hess Appointment
• Negative Sentiment: President Trump’s $5B lawsuit against JPMorgan over alleged politically motivated account closures raises regulatory, legal and reputational risk that could weigh on sentiment and invite political scrutiny. Trump’s lawsuit against JPMorgan

Insider Activity

In other JPMorgan Chase & Co. 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 sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 15,834 shares of company stock worth $4,951,910 in the last quarter. 0.47% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on JPM shares. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. HSBC reiterated a “hold” rating and issued a $245.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. UBS Group boosted their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Finally, Daiwa Capital Markets raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of JPM opened at $300.89 on Thursday. 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 stock has a 50 day simple moving average of $314.44 and a 200-day simple moving average of $306.02. The stock has a market cap of $819.09 billion, a PE ratio of 15.04, a PEG ratio of 1.47 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly 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 business had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

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.