Key Financial Inc Sells 2,131 Shares of JPMorgan Chase & Co. $JPM

Key Financial Inc lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 9.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,102 shares of the financial services provider’s stock after selling 2,131 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.2% of Key Financial Inc’s holdings, making the stock its 20th biggest holding. Key Financial Inc’s holdings in JPMorgan Chase & Co. were worth $6,557,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the period. Acorns Advisers LLC raised its holdings in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares in the last quarter. Sendero Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. Sendero Wealth Management LLC now owns 5,659 shares of the financial services provider’s stock worth $1,641,000 after buying an additional 57 shares during the period. Ignite Planners LLC boosted its stake in JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after buying an additional 78 shares in the last quarter. Finally, Cyndeo Wealth Partners LLC grew its position in JPMorgan Chase & Co. by 14.5% in the second quarter. Cyndeo Wealth Partners LLC now owns 98,006 shares of the financial services provider’s stock valued at $28,413,000 after acquiring an additional 12,381 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.0%

Shares of JPM opened at $302.62 on Tuesday. The stock’s fifty day simple moving average is $315.28 and its 200-day simple moving average is $307.74. The firm has a market capitalization of $823.82 billion, a PE ratio of 15.12, a price-to-earnings-growth ratio of 1.48 and a beta of 1.08. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. 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. (NYSE:JPM) last announced 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 firm had revenue of $45.80 billion during 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 company’s revenue was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 earnings per share. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of analyst reports. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Wells Fargo & Company boosted their price target on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Finally, Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $340.18.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan upgraded fintech SoFi to Overweight after SoFi’s Q4 and 2026 guidance — a bullish signal for fintechs that can support sector sentiment and benefit bank peers. Article Title
• Positive Sentiment: JPMorgan raised its target on Citigroup to $134 and kept an Overweight call — an affirmation of strength in large-cap banks that can lift investor appetite for the group, including JPM. Article Title
• Positive Sentiment: JPMorgan put BNY Mellon (BK) at Overweight with a $128.50 target — another positive read-through for custodial/asset-servicing franchises in the bank sector. Article Title
• Positive Sentiment: JPMorgan raised its target on Truist (TFC) to $47 while maintaining a Neutral call, signaling selective upside in regional banks after JPM updated large-cap bank forecasts. Article Title
• Neutral Sentiment: JPMorgan (via J.P. Morgan Securities PLC) disclosed a 5.18% stake in Rana Gruber — a notable investment position but not clearly material to JPM’s core banking fundamentals. Article Title
• Neutral Sentiment: JPMorgan research activity also showed up in coverage of non-banks (e.g., Siemens/AI-related upgrades), reflecting broader macro/tech demand themes rather than JPM-specific drivers. Article Title
• Neutral Sentiment: JPMorgan commentary on Indian IT names (Infosys, Wipro) frames sector risks and opportunities from AI adoption — relevant for global tech exposure but not directly tied to JPM’s near-term earnings. Article Title
• Negative Sentiment: JPMorgan disclosed a new operational risk: talent competition and automation pressures amid tighter immigration rules — a potential headwind for hiring top tech talent, increasing costs, and slowing digital initiatives that could pressure margins long-term. Article Title

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s 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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,868 shares of company stock worth $4,650,596 over the last ninety days. Company insiders own 0.47% of the company’s stock.

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.