Chilton Capital Management LLC Decreases Stake in JPMorgan Chase & Co. $JPM

Chilton Capital Management LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 21.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 177,290 shares of the financial services provider’s stock after selling 47,622 shares during the period. JPMorgan Chase & Co. makes up approximately 1.9% of Chilton Capital Management LLC’s investment portfolio, making the stock its 15th biggest holding. Chilton Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $55,923,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. in the 2nd quarter worth approximately $26,000. Mizuho Securities Co. Ltd. boosted its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC raised its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the last quarter. Finally, Clarity Asset Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 87.1% during 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 during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. HSBC reissued a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $336.82.

Insider Activity at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 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 $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% 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 company’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% 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 90 days. 0.47% of the stock is owned by insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan Private Bank published a family-office report showing 89% of family offices hold no crypto and that AI is the dominant investment theme — a finding that reinforces demand for JPMorgan’s private-banking advisory services and research capabilities. Family offices shun crypto despite hype, with 89% holding no digital assets: JPMorgan Private Bank
• Positive Sentiment: JPMorgan is developing a new index to track frontier-market local-currency bonds — a product move that could capture investor demand for diversified higher-yield fixed-income and generate fee revenue if adopted. JPMorgan working on new local currency debt index: Sources
• Positive Sentiment: JPMorgan research remains influential on macro/commodities flows — its bullish longer-term view on gold (despite recent pullbacks) supports trading and asset-allocation activity across client desks. That positions the bank well for trading revenue if volatility persists. Gold’s longer-term investment case intact despite pullback, J.P. Morgan says with view to $6,300
• Neutral Sentiment: JPMorgan flagged potential new ETF distribution/fee dynamics after Robinhood’s changes — an industry note that may influence product design and broker economics but is not an immediate revenue swing for JPM. JPMorgan Flags A New ETF Fee Risk As Robinhood’s Zero-Commission Era Backfires
• Neutral Sentiment: JPMorgan disclosed it exited a substantial shareholder position in Treasury Wine Estates — a routine balance-sheet/portfolio move by the firm’s asset-management/treasury operations with limited direct impact on the bank’s core franchise. JPMorgan Exits Substantial Shareholder Position in Treasury Wine Estates
• Neutral Sentiment: JPMorgan’s analysts issued a sell call on Iren (an Australian AI/cloud provider), which sent that stock sharply lower — this reflects JPM’s analyst activity influencing other names but doesn’t materially change JPM’s fundamentals. Iren Stock Plunges 15% as JPMorgan Makes Sell Call Ahead of Q2 Earnings
• Negative Sentiment: An analyst move lifted JPMorgan from “underperform” to “neutral” at Robert W. Baird but with a $280 price target — roughly below the current market level — which could cap upside or add short-term selling pressure. Finviz (Baird upgrade summary)
• Negative Sentiment: Coverage of a reported $500M Abu Dhabi stake in a Trump-linked crypto venture sparked debate over political influence and how big banks manage crypto-related risk — a reputational/regulatory discussion that can increase scrutiny on large banks’ risk oversight. Trump Crypto Deal Triggers JPMorgan Risk Debate After $500M Abu Dhabi Stake Revelation

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $317.28 on Thursday. 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 business has a 50-day moving average price of $315.37 and a 200 day moving average price of $306.79. The firm has a market cap of $863.72 billion, a PE ratio of 15.86, a P/E/G ratio of 1.54 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (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 company had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. Sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) 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.