Retirement Systems of Alabama Increases Stock Position in JPMorgan Chase & Co. $JPM

Retirement Systems of Alabama grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 949,687 shares of the financial services provider’s stock after buying an additional 37,107 shares during the period. JPMorgan Chase & Co. makes up about 1.0% of Retirement Systems of Alabama’s holdings, making the stock its 14th biggest holding. Retirement Systems of Alabama’s holdings in JPMorgan Chase & Co. were worth $299,560,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Creative Planning boosted its holdings in JPMorgan Chase & Co. by 2.2% in 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 during the last quarter. Aviva PLC raised its stake 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 valued at $647,212,000 after buying an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management lifted its holdings 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 valued at $8,145,000 after buying an additional 3,191 shares during the period. Kelman Lazarov Inc. boosted its stake in shares of JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after buying an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new stake in shares of JPMorgan Chase & Co. in the second quarter worth $534,000. Institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm’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 $904,901.47. Following the sale, 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robin Leopold sold 966 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is currently owned by corporate insiders.

Key Stories 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

JPMorgan Chase & Co. Trading Up 2.2%

JPMorgan Chase & Co. stock opened at $314.96 on Wednesday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The firm has a market capitalization of $857.39 billion, a price-to-earnings ratio of 15.74, a P/E/G ratio of 1.50 and a beta of 1.07. The firm has a 50 day moving average of $315.19 and a 200 day moving average of $306.72. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the business posted $4.81 earnings per share. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a $1.50 dividend. 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 dividend payout ratio is currently 29.99%.

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. KGI Securities increased their target price on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Wells Fargo & Company upped their price target on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Piper Sandler boosted 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. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $336.82.

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.