JPMorgan Chase & Co. $JPM Shares Sold by Alta Capital Management LLC

Alta Capital Management LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,005 shares of the financial services provider’s stock after selling 1,873 shares during the quarter. Alta Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $8,203,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in JPM. Creative Planning boosted its holdings in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after acquiring an additional 29,844 shares during the period. Aviva PLC raised its position in shares of 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 acquiring an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management boosted its holdings in shares of JPMorgan Chase & Co. by 14.1% in 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. raised its position in shares of JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after purchasing an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at about $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is reorganizing its Commercial & Investment Bank to “maximize” AI and named longtime insider Guy Halamish as COO to lead data and AI strategy — a move management says will accelerate AI deployment, cut friction and potentially lift margins and fee opportunities across the division. JPMorgan’s commercial and investment bank names Halamish as COO to lead AI strategy, memo shows
• Positive Sentiment: Multiple outlets report the internal reorg and Halamish appointment as part of a broader AI push that could support revenue diversification (trading, advisory, tech-enabled services) and reduce long‑run costs — a strategic tailwind that helps explain investor interest despite today’s weakness. JPMorgan is reorganizing its commercial and investment bank as part of its AI push
• Neutral Sentiment: 13F/portfolio filings and fund activity from JPMorgan-controlled funds show shifts into and out of several large names and new positions — notable for institutional flows but not an immediate signal on JPM’s own operating performance. Fund Update: JPMORGAN CHASE & CO Just Disclosed New Holdings
• Neutral Sentiment: JPMorgan strategists continue to publish bullish market views (e.g., on software/AI), which supports fee and trading pipelines over time but is a longer‑term theme rather than a same‑day driver. JP Morgan’s note to investors on software companies
• Negative Sentiment: Political and reputational pressure: a Trump‑related “debanking” story and public attacks from a former Trump adviser over JPM’s credit‑card rates have emerged, increasing regulatory and reputational risk that can pressure retail and institutional sentiment. JPMorgan hints at why it shut down Trump’s bank accounts after $5B lawsuit. Is ‘debanking’ against the law in America?
• Negative Sentiment: Political criticism has already correlated with intraday selling: a prominent Trump adviser publicly blasted JPM’s CEO over card rates, coinciding with a pullback in the stock this morning. That kind of headline risk can amplify short‑term volatility even if fundamentals remain intact. ‘You Are a Criminal’: JPMorgan Stock (JPM) Slides as Trump Adviser Bashes CEO over Credit Card Rates

JPMorgan Chase & Co. Stock Down 2.6%

Shares of JPM opened at $302.68 on Friday. 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 company has a 50-day moving average price of $315.78 and a two-hundred day moving average price of $307.53. The stock has a market cap of $823.98 billion, a price-to-earnings ratio of 15.13, a P/E/G ratio of 1.52 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.

JPMorgan Chase & Co. (NYSE:JPM) last issued its 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. The business had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.81 EPS. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated 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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated 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 transaction, the general counsel directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is owned by insiders.

Wall Street Analyst Weigh In

JPM has been the topic of a number of recent analyst reports. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Piper Sandler boosted their target price 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. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $340.18.

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.