JPMorgan Chase & Co. $JPM Shares Sold by First Business Financial Services Inc.

First Business Financial Services Inc. lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 31,583 shares of the financial services provider’s stock after selling 2,367 shares during the period. JPMorgan Chase & Co. comprises approximately 0.9% of First Business Financial Services Inc.’s holdings, making the stock its 15th biggest holding. First Business Financial Services Inc.’s holdings in JPMorgan Chase & Co. were worth $9,962,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC boosted its stake in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the last quarter. Luminvest Wealth Management LLC acquired a new position in JPMorgan Chase & Co. during the 2nd quarter worth $211,000. Charles Schwab Trust Co increased its position in shares of JPMorgan Chase & Co. by 2.0% in the 2nd quarter. Charles Schwab Trust Co now owns 27,191 shares of the financial services provider’s stock worth $7,883,000 after purchasing an additional 524 shares during the last quarter. Finally, Virginia Wealth Management Group Inc. increased its position in shares of JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Virginia Wealth Management Group Inc. now owns 24,023 shares of the financial services provider’s stock worth $6,964,000 after purchasing an additional 270 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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 research analysts have recently commented on the stock. KGI Securities lifted their price target on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Piper Sandler increased their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Finally, Barclays reaffirmed a “buy” rating on shares of 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 given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $336.82.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the 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 sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock worth $4,951,910 in the last 90 days. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $305.59 on Friday. JPMorgan Chase & Co. has a one year low of $202.16 and a one 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 business has a fifty day simple moving average of $314.74 and a 200 day simple moving average of $306.14. The firm has a market capitalization of $831.90 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.50 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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 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%.JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the company earned $4.81 EPS. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm 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 $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%.

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.