Carmel Capital Partners LLC Sells 2,451 Shares of JPMorgan Chase & Co. $JPM

Carmel Capital Partners LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 58.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,759 shares of the financial services provider’s stock after selling 2,451 shares during the period. Carmel Capital Partners LLC’s holdings in JPMorgan Chase & Co. were worth $555,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Harbor Asset Planning Inc. acquired a new stake in JPMorgan Chase & Co. during the second quarter worth $26,000. Mizuho Securities Co. Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC increased its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the period. Finally, Clarity Asset Management Inc. raised its position 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 worth $63,000 after purchasing an additional 101 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

JPM has been the topic of a number of recent research reports. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. The Goldman Sachs Group upped their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Daiwa Capital Markets upped their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Finally, Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $336.82.

More JPMorgan Chase & Co. News

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?

JPMorgan Chase & Co. Trading Down 0.3%

JPM stock opened at $305.59 on Friday. 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. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a market cap of $831.90 billion, a P/E ratio of 15.27, a PEG ratio of 1.50 and a beta of 1.07. The business has a fifty day moving average of $314.74 and a 200-day moving average of $306.28.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period last year, the company earned $4.81 earnings per share. The company’s revenue was up 7.1% on a year-over-year basis. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was 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 (DPR) is presently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value 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 trade represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,834 shares of company stock worth $4,951,910 over the last quarter. 0.47% of the stock is currently owned by insiders.

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.