JPMorgan Chase & Co. $JPM Shares Bought by Atlantic Union Bankshares Corp

Atlantic Union Bankshares Corp boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 302,473 shares of the financial services provider’s stock after buying an additional 2,086 shares during the quarter. JPMorgan Chase & Co. makes up about 1.8% of Atlantic Union Bankshares Corp’s portfolio, making the stock its 9th biggest position. Atlantic Union Bankshares Corp’s holdings in JPMorgan Chase & Co. were worth $95,409,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Peterson Wealth Advisors LLC grew its position in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares in the last quarter. TradeWell Securities LLC. boosted its stake in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after buying an additional 34 shares during the last quarter. Sharkey Howes & Javer grew its holdings in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after acquiring an additional 34 shares in the last quarter. Granite Group Advisors LLC raised its holdings in JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after acquiring an additional 34 shares in the last quarter. Finally, JFS Wealth Advisors LLC boosted its position in JPMorgan Chase & Co. by 0.4% during the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after purchasing an additional 35 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan led/arranged major financing for Databricks (part of a $5B equity raise and $2B debt financing), highlighting ongoing investment‑banking and debt‑origination deal flow that should support fee revenue. Databricks funding
• Positive Sentiment: JPMorgan is part of a $3.6B syndicated credit facility for IREN (reported by MarketBeat), showing the bank’s role in large corporate lending and syndicated finance — a positive for interest income and arrangement fees. IREN financing
• Positive Sentiment: J.P. Morgan is the bookrunner on a 12M ADS secondary offering for LATAM Airlines — a reminder of steady ECM advisory and underwriting activity that generates fees for the bank. LATAM secondary offering
• Positive Sentiment: Analyst/strategy commentary from JPMorgan (CNBC interview and Zacks coverage) remains bullish on the market and highlights JPMorgan’s favorable earnings/price-strength narrative — supportive for investor sentiment around the bank’s trading and markets franchise. CNBC interview Zacks stock to watch
• Neutral Sentiment: Large Q4 2025 13F disclosures from JPMorgan’s funds show big reductions in passive ETF and mega‑cap tech positions (VOO, IVV, NVDA, MSFT, AMZN, META) while opening new positions (IVOL, ABVX, UL). This signals active repositioning by asset‑management units — relevant to fee generation but not an immediate earnings surprise. 13F fund update
• Neutral Sentiment: JPMorgan disclosed a 7.28% stake in Hexagon Composites via its securities arm — a regulatory filing that matters for transparency but is unlikely to move JPM’s share price materially. Hexagon stake disclosure
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — investor‑relations communications that may reiterate guidance or strategy but typically have limited immediate market impact. UBS conference transcript
• Negative Sentiment: A technical/cycle note (TalkMarkets) suggests JPM may be ending an April cycle and could face a corrective move — this kind of commentary can amplify risk‑off flows into bank shares and pressure short‑term performance. Cycle/correction note

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Finally, KGI Securities raised their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $340.18.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $310.91 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. The stock has a market cap of $846.36 billion, a PE ratio of 15.54, a PEG ratio of 1.55 and a beta of 1.07. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The business has a 50-day simple moving average of $316.05 and a two-hundred day simple moving average of $307.56.

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

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction 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 owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on 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 owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is currently owned by insiders.

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.