Chicago Partners Investment Group LLC Has $26.47 Million Holdings in JPMorgan Chase & Co. $JPM

Chicago Partners Investment Group LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 86,675 shares of the financial services provider’s stock after purchasing an additional 1,944 shares during the quarter. JPMorgan Chase & Co. makes up 0.7% of Chicago Partners Investment Group LLC’s investment portfolio, making the stock its 26th biggest holding. Chicago Partners Investment Group LLC’s holdings in JPMorgan Chase & Co. were worth $26,467,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. during the second quarter worth $26,000. 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 valued at $32,000 after acquiring an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC raised its position in shares of 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 acquiring an additional 50 shares in the last quarter. Finally, Clarity Asset Management Inc. raised its position in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated 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 transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $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. Over the last quarter, insiders sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Acquisition expands wealth footprint in UK — JPMorgan acquired WealthOS, a UK pensions platform, bolstering its wealth-management and recurring-fees business in Europe, which supports long-term revenue diversification. JPMorgan (JPM) Buys UK Pensions Platform WealthOS
• Positive Sentiment: New ETF launch targets international flows — JPM launched an active international ETF focused on developed markets, giving the firm an additional product to capture asset-gathering and management fees as investors diversify away from U.S. equities. Global Diversification Is Back: JPMorgan Launches New Active International ETF
• Neutral Sentiment: Participation in government “Trump Accounts” program — JPMorgan is listed as a supporting partner for the new youth tax-advantaged accounts, which could drive deposits and interchange/credit-card volume, but political exposure and program details leave net benefit uncertain. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Neutral Sentiment: Research publications drive market narratives but limited direct P&L impact — JPMorgan’s in-house research warned silver could fall to $50 (which may influence commodities trading flows) and the firm has published stock picks and short ideas; these items shape market positioning but are unlikely to meaningfully change JPM’s core earnings immediately. Silver Price Predictions: Why JPMorgan Warns Silver Will Crash Back to $50 in 2026 JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Third‑party sell-side/market commentary favors alternatives — some analyst/commentary pieces recommend switching from JPM to peers or fintech competitors (e.g., Nu Holdings), which can pressure JPM stock via flow rotation and sentiment even as JPM’s fundamentals remain solid. Should You Forget JPMorgan Chase and Buy Nu Holdings Stock Instead?

Analyst Ratings Changes

Several brokerages recently commented on JPM. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. The Goldman Sachs Group lifted their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen 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. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $336.82.

JPMorgan Chase & Co. Trading Down 0.3%

JPM opened at $305.59 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm has a market capitalization of $831.90 billion, a PE ratio of 15.27, a P/E/G ratio of 1.50 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. The company’s 50-day moving average is $314.74 and its 200 day moving average is $306.14.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (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 the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.81 EPS. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors 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 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

JPMorgan Chase & Co. Company 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.