JPMorgan Chase & Co. $JPM is Mediolanum International Funds Ltd’s 9th Largest Position

Mediolanum International Funds Ltd raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 401,100 shares of the financial services provider’s stock after acquiring an additional 9,056 shares during the quarter. JPMorgan Chase & Co. makes up 1.3% of Mediolanum International Funds Ltd’s portfolio, making the stock its 9th biggest holding. Mediolanum International Funds Ltd’s holdings in JPMorgan Chase & Co. were worth $126,623,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its position in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the period. Acorns Advisers LLC boosted its stake in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the last quarter. Petros Family Wealth LLC boosted its stake in shares of JPMorgan Chase & Co. by 5.4% during the 2nd quarter. Petros Family Wealth LLC now owns 5,772 shares of the financial services provider’s stock worth $1,673,000 after acquiring an additional 294 shares during the last quarter. Sendero Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. Sendero Wealth Management LLC now owns 5,659 shares of the financial services provider’s stock valued at $1,641,000 after acquiring an additional 57 shares during the period. Finally, PUREfi Wealth LLC grew its position in shares of JPMorgan Chase & Co. by 13.2% during the 2nd quarter. PUREfi Wealth LLC now owns 5,472 shares of the financial services provider’s stock valued at $1,586,000 after acquiring an additional 638 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Down 1.2%

JPM stock opened at $318.13 on Wednesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The business has a 50 day simple moving average of $316.07 and a two-hundred day simple moving average of $307.54. The company has a market capitalization of $866.03 billion, a price-to-earnings ratio of 15.90, a PEG ratio of 1.57 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 firm had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 earnings per share. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. Research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared 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 was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on JPM. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price on the stock in a report on Tuesday, February 3rd. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. CICC Research started coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective for the company. Finally, Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $340.18.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated 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 sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred 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 directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 14,868 shares of company stock valued at $4,650,596 in the last 90 days. Insiders own 0.47% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Baird moved JPMorgan to Neutral after the strong Q4 results, highlighting the firm’s beat on revenue and EPS that supports near‑term earnings momentum. Baird Upgrade
• Positive Sentiment: HSBC upgraded JPM to Hold and set a $319 price target, signaling some analyst support after recent weakness and helping limit downside. HSBC Upgrade
• Positive Sentiment: JPMorgan says bespoke municipal‑bond accounts grew to $1.3T — a positive for fee income and asset‑management scale. Muni Accounts Growth
• Positive Sentiment: JPMorgan arranged financing in Databricks’ $5B raise (including $2B debt led by JPM), a win for investment‑banking/credit revenue. Databricks Financing
• Neutral Sentiment: JPMorgan Asset Management announced cash distributions for several TSX‑listed JPM ETFs — routine for the asset‑management business and unlikely to move the stock materially. ETF Distributions
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — useful for management tone/guidance but no market‑moving surprises reported. UBS Conference Transcript
• Neutral Sentiment: JPMorgan research and analyst calls are influencing tech names (e.g., commentary lifting Figma/Shopify), showing the bank’s research sway but only an indirect impact on JPM stock. Figma Article Shopify Article
• Negative Sentiment: JPMorgan Global Research warns home prices may fall fastest in parts of the Sun Belt and West Coast — a macro call that raises concerns about regional mortgage/consumer credit exposure. Housing Forecast
• Negative Sentiment: Some technical/market commentary flags a potential near‑term correction after recent gains, which can amplify selling pressure in the stock. Technical Correction Note

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.