JPMorgan Chase & Co. $JPM Shares Acquired by Americana Partners LLC

Americana Partners LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 210,850 shares of the financial services provider’s stock after purchasing an additional 4,683 shares during the period. JPMorgan Chase & Co. makes up 2.0% of Americana Partners LLC’s investment portfolio, making the stock its 5th biggest holding. Americana Partners LLC’s holdings in JPMorgan Chase & Co. were worth $66,508,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of JPM. Root Financial Partners LLC grew its holdings in JPMorgan Chase & Co. by 45.8% during the third quarter. Root Financial Partners LLC now owns 6,589 shares of the financial services provider’s stock worth $2,079,000 after buying an additional 2,070 shares in the last quarter. QTR Family Wealth LLC grew its position in JPMorgan Chase & Co. by 17.3% during the third quarter. QTR Family Wealth LLC now owns 7,310 shares of the financial services provider’s stock valued at $2,306,000 after buying an additional 1,076 shares during the period. Diamant Asset Management Inc. grew its position in shares of JPMorgan Chase & Co. by 6.7% during the 3rd quarter. Diamant Asset Management Inc. now owns 3,033 shares of the financial services provider’s stock valued at $957,000 after acquiring an additional 190 shares during the period. Lee Danner & Bass Inc. increased its position in JPMorgan Chase & Co. by 11.7% in the third quarter. Lee Danner & Bass Inc. now owns 28,889 shares of the financial services provider’s stock worth $9,112,000 after buying an additional 3,024 shares during the last quarter. Finally, Dynamic Wealth Strategies LLC increased its holdings in JPMorgan Chase & Co. by 9.7% in the 3rd quarter. Dynamic Wealth Strategies LLC now owns 1,509 shares of the financial services provider’s stock worth $476,000 after acquiring an additional 134 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan projects resilient 2026 net interest income (NII) — management is guiding roughly $103B of NII for 2026, signaling the bank expects loan growth, higher card balances and deposit gains to offset rate cuts; that outlook supports earnings durability. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: JPMorgan will match the government’s one-time $1,000 contribution to new children’s “Trump Accounts” for eligible employees — the bank’s participation (and announced employee match) could seed long-term customer relationships, increase deposits and generate interchange/card revenue. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: Quarterly results and profitability backdrop remain solid — JPMorgan’s Jan. 13 quarter beat EPS and revenue estimates, with healthy net margins and ROE that underpin investor confidence in the franchise. (Background: NYSE: JPM quarterly release)
• Positive Sentiment: Short interest fell materially in January — short interest dropped ~13.6% to ~20.1M shares as of Jan. 15, reducing short-squeeze risk and removing some downward pressure on the shares.
• Neutral Sentiment: Asset-management product expansion: J.P. Morgan Asset Management launched a new international active ETF (JIDE) — expands fee-bearing product set but has limited near-term impact on bank-level earnings. JPMorgan International Dynamic ETF (JIDE) launch
• Neutral Sentiment: JPMorgan research and positioning items — firm published sector picks, top shorts and coverage notes (e.g., Vertiv pick, gold/peer commentary). These underscore JPM’s analyst visibility but don’t directly move the bank’s stock. JPMorgan Favors Vertiv
• Negative Sentiment: Some market commentary downplays JPM’s upside vs. challengers — an opinion piece recommends buying Nu Holdings instead of JPMorgan, which can feed rotation flows out of legacy banks into fintech/growth names and create short-term headwinds. Should You Forget JPMorgan and Buy Nu Holdings Stock Instead?

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 shares of the 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 $904,901.47. Following the sale, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Jennifer Piepszak sold 8,571 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 $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on JPM. Robert W. Baird set a $280.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Hsbc Global Res upgraded shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research report on Wednesday, January 7th. Daiwa Capital Markets raised 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. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Finally, Truist Financial set a $334.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen equities research 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. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Stock Up 1.8%

NYSE:JPM opened at $306.18 on Friday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm’s 50-day moving average price is $314.59 and its 200-day moving average price is $306.02. The company has a market capitalization of $833.49 billion, a PE ratio of 15.30, a P/E/G ratio of 1.47 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates 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 business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.81 EPS. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

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.