JPMorgan Chase & Co. (NYSE:JPM) Shares Up 2.2% After Analyst Upgrade

JPMorgan Chase & Co. (NYSE:JPM)’s stock price traded up 2.2% during trading on Tuesday after Robert W. Baird upgraded the stock from an underperform rating to a neutral rating. Robert W. Baird now has a $280.00 price target on the stock. JPMorgan Chase & Co. traded as high as $316.25 and last traded at $314.9570. 11,038,747 shares traded hands during mid-day trading, a decline of 8% from the average session volume of 12,015,135 shares. The stock had previously closed at $308.14.

Several other research analysts have also recently weighed in on JPM. UBS Group lifted their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research report on Tuesday, October 7th. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Daiwa Capital Markets raised their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $336.82.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the company’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 of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by company insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan reported a solid quarterly beat (EPS $5.23 vs. $4.93 est.; revenue $46.77B vs. $45.98B), strong ROE and expanding margins — results that support confidence in core banking and trading earnings. Quarterly Results
• Positive Sentiment: JPMorgan is launching a new local‑currency frontier‑market bond index, which can drive index licensing, ETF/product fees and institutional client engagement in higher‑yield products. JPMorgan working on new local currency debt index: Sources
• Positive Sentiment: JPMorgan Private Bank’s 2026 family‑office report (AI favored, crypto sidelined) underscores JPM’s advisory relevance and potential fee growth from wealth clients reallocating into AI and non‑crypto strategies. Family office report
• Positive Sentiment: JPMorgan research remains bullish on gold (longer‑term targets well above current levels), a stance that can boost trading volumes and macro/research credibility. Gold outlook
• Neutral Sentiment: JPMorgan exited a substantial shareholder position in Treasury Wine Estates — an asset‑management/portfolio move that appears to be a reallocation rather than a signal about core banking performance. TWE stake exit
• Neutral Sentiment: JPMorgan warned of potential new ETF distribution/fee dynamics after Robinhood’s shift — an industry risk that could reshape product economics but isn’t an immediate earnings hit to JPM. ETF fee risk
• Neutral Sentiment: Robert W. Baird moved JPM from “underperform” to “neutral” but set a $280 price target below current levels — a mixed analyst signal that tempers upside for some investors. Baird rating change
• Negative Sentiment: JPMorgan’s decision to match employee contributions to politically sensitive “Trump accounts” has drawn attention and could create reputational or client‑relationship friction for some investors. Employee account match

Institutional Trading of JPMorgan Chase & Co.

Several large investors have recently made changes to their positions in the company. Creative Planning grew its stake in shares of JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares in the last quarter. Aviva PLC lifted its holdings in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after buying an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management boosted its position in shares of JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after acquiring an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. boosted its position in shares of JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $534,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Up 2.2%

The firm has a 50-day moving average price of $315.19 and a two-hundred day moving average price of $306.72. The firm has a market cap of $857.39 billion, a price-to-earnings ratio of 15.74, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

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 net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the firm posted $4.81 earnings per share. The firm’s revenue was up 7.1% on a year-over-year basis. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given 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 1.9%. JPMorgan Chase & Co.’s 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.