JPMorgan Chase & Co. $JPM Shares Sold by TFB Advisors LLC

TFB Advisors LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 42.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,747 shares of the financial services provider’s stock after selling 2,815 shares during the period. TFB Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,132,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $26,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC lifted its position in shares of JPMorgan Chase & Co. by 92.6% during the 3rd 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. Mizuho Securities Co. Ltd. raised its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares in the last quarter. Finally, Clarity Asset Management Inc. grew its position in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, 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 SEC filing for this sale provides additional information. Insiders have sold a total of 14,868 shares of company stock worth $4,650,596 over the last ninety days. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $318.13 on Wednesday. The stock has a market cap of $866.03 billion, a PE ratio of 15.90, a price-to-earnings-growth ratio of 1.57 and a beta of 1.07. 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 12 month low of $202.16 and a 12 month high of $337.25. The business has a fifty day simple moving average of $316.07 and a 200-day simple moving average of $307.54.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $4.81 earnings per share. On average, sell-side 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 disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Roundup

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

Analyst Upgrades and Downgrades

Several research analysts have issued reports on JPM shares. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wells Fargo & Company lifted their price objective on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Piper Sandler upped their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $340.18.

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.