JPMorgan Chase & Co. $JPM is Border to Coast Pensions Partnership Ltd’s 8th Largest Position

Border to Coast Pensions Partnership Ltd increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 430,237 shares of the financial services provider’s stock after acquiring an additional 31,538 shares during the quarter. JPMorgan Chase & Co. makes up 2.4% of Border to Coast Pensions Partnership Ltd’s investment portfolio, making the stock its 8th largest position. Border to Coast Pensions Partnership Ltd’s holdings in JPMorgan Chase & Co. were worth $135,710,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. Flagship Harbor Advisors LLC lifted its position in JPMorgan Chase & Co. by 0.4% in the third quarter. Flagship Harbor Advisors LLC now owns 49,306 shares of the financial services provider’s stock valued at $15,553,000 after purchasing an additional 190 shares during the last quarter. HORAN Wealth LLC increased its stake in shares of JPMorgan Chase & Co. by 15.1% in the third quarter. HORAN Wealth LLC now owns 35,360 shares of the financial services provider’s stock worth $11,153,000 after buying an additional 4,646 shares during the period. Horizon Investment Services LLC raised its holdings in JPMorgan Chase & Co. by 20.8% during the 3rd quarter. Horizon Investment Services LLC now owns 1,723 shares of the financial services provider’s stock valued at $544,000 after buying an additional 297 shares during the last quarter. Triglav Investments D.O.O. boosted its position in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Triglav Investments D.O.O. now owns 197,091 shares of the financial services provider’s stock valued at $62,167,000 after buying an additional 6,110 shares during the period. Finally, Savant Capital LLC grew its holdings in JPMorgan Chase & Co. by 5.3% in the 3rd quarter. Savant Capital LLC now owns 184,604 shares of the financial services provider’s stock worth $58,230,000 after acquiring an additional 9,217 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

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)

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on 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 completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 14,868 shares of company stock worth $4,650,596. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Trading Down 0.0%

JPM opened at $302.62 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. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The stock has a market cap of $823.82 billion, a PE ratio of 15.12, a PEG ratio of 1.48 and a beta of 1.07. The business has a 50 day moving average of $315.53 and a 200-day moving average of $307.56.

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 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 business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the firm posted $4.81 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share 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. Investors of record on Tuesday, January 6th were given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on JPM. The Goldman Sachs Group upped their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Loop Capital set a $310.00 price objective on JPMorgan Chase & Co. in a report on Thursday, October 23rd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods upped their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target 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.