Mutual of America Capital Management LLC Lowers Holdings in JPMorgan Chase & Co. $JPM

Mutual of America Capital Management LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 318,594 shares of the financial services provider’s stock after selling 21,109 shares during the period. JPMorgan Chase & Co. accounts for about 1.1% of Mutual of America Capital Management LLC’s investment portfolio, making the stock its 12th largest position. Mutual of America Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $100,494,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Whittier Trust Co. of Nevada Inc. grew its holdings in JPMorgan Chase & Co. by 1.5% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 316,069 shares of the financial services provider’s stock valued at $97,991,000 after purchasing an additional 4,799 shares during the period. Retirement Systems of Alabama boosted its holdings in shares of JPMorgan Chase & Co. by 4.1% in the 3rd quarter. Retirement Systems of Alabama now owns 949,687 shares of the financial services provider’s stock valued at $299,560,000 after purchasing an additional 37,107 shares during the last quarter. First Citizens Bank & Trust Co. grew its stake in shares of JPMorgan Chase & Co. by 0.5% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 143,955 shares of the financial services provider’s stock valued at $45,408,000 after buying an additional 657 shares during the period. Whittier Trust Co. increased its holdings in shares of JPMorgan Chase & Co. by 0.6% during the 3rd quarter. Whittier Trust Co. now owns 644,736 shares of the financial services provider’s stock worth $199,888,000 after buying an additional 3,767 shares during the last quarter. Finally, Sawgrass Asset Management LLC raised its position in shares of JPMorgan Chase & Co. by 0.4% in the 3rd quarter. Sawgrass Asset Management LLC now owns 16,499 shares of the financial services provider’s stock worth $5,204,000 after buying an additional 66 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $314.96 on Wednesday. The firm has a market capitalization of $857.39 billion, a PE ratio of 15.74, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock’s 50 day moving average price is $315.19 and its 200 day moving average price is $306.72. 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 issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the company earned $4.81 earnings per share. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 15,834 shares of company stock worth $4,951,910. Corporate insiders own 0.47% of the company’s stock.

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

Analysts Set New Price Targets

JPM has been the subject of a number of research reports. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Daiwa Capital Markets lifted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, 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 research report on Wednesday, October 15th. Fourteen investment analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $336.82.

About JPMorgan Chase & Co.

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.