Cullen Capital Management LLC Sells 40,578 Shares of JPMorgan Chase & Co. $JPM

Cullen Capital Management LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,006,665 shares of the financial services provider’s stock after selling 40,578 shares during the quarter. JPMorgan Chase & Co. comprises approximately 3.5% of Cullen Capital Management LLC’s investment portfolio, making the stock its biggest holding. Cullen Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $317,532,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Peterson Wealth Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. by 1.6% in the 3rd 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 during the period. TradeWell Securities LLC. increased its holdings in JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares during the last quarter. Sharkey Howes & Javer increased its holdings in JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares during the last quarter. Granite Group Advisors LLC lifted its stake in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after buying an additional 34 shares during the period. Finally, JFS Wealth Advisors LLC boosted its holdings 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 worth $2,290,000 after buying an additional 35 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $302.62 on Friday. The stock has a market capitalization of $823.82 billion, a price-to-earnings ratio of 15.12, a PEG ratio of 1.48 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 firm has a fifty day simple moving average of $315.53 and a 200 day simple moving average of $307.56. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the business posted $4.81 EPS. Research analysts forecast 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. Stockholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated 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 in the company, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is owned by insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bank reorg/AI focus — JPMorgan named Guy Halamish as COO of its Commercial & Investment Bank to lead data and AI strategy, signaling management is prioritizing efficiency and revenue growth from AI initiatives. JPMorgan names Halamish as COO (Reuters)
• Positive Sentiment: Capital return for preferred holders — the firm declared dividends on Series II and OO preferred shares, a sign of capital allocation discipline and predictability for preferred investors. JPMorganChase Declares Preferred Stock Dividends (BusinessWire)
• Neutral Sentiment: 10-K filed — JPMorgan filed its Form 10-K for fiscal 2025 (available on the SEC/IR sites); routine but provides full-year detail investors will parse for capital, credit and risk metrics. JPMorganChase Files Form 10-K (BusinessWire)
• Neutral Sentiment: Analyst activity — mixed analyst notes (including a recent Neutral/upgrade from Baird and a Barclays reaffirmation) keep consensus views varied; these are headline drivers but not a clear catalyst. JPMorgan Chase upgraded to Neutral (Yahoo) Barclays reaffirms Buy (MarketScreener)
• Negative Sentiment: Institutional trimming — a Barclays PLC 13F update shows a ~31% reduction in its JPM position as of 12/31/25, highlighting potential selling pressure or portfolio rebalancing by a major investor. Fund Update: BARCLAYS PLC New Holdings (Quiver Quant)
• Negative Sentiment: Legal overhang — a federal judge rejected JPMorgan’s bid to dismiss a class action over its cash sweep program, so litigation risk and potential remediation costs remain on the horizon. Judge Rejects JPMorgan Bid to Kill Cash Sweep Lawsuit (PYMNTS)

Analysts Set New Price Targets

JPM has been the subject of a number of recent analyst reports. Keefe, Bruyette & Woods upped their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Daiwa Securities Group increased their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday. Finally, TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus 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.