Winslow Asset Management Inc. Sells 2,582 Shares of JPMorgan Chase & Co. $JPM

Winslow Asset Management Inc. cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 63,292 shares of the financial services provider’s stock after selling 2,582 shares during the period. JPMorgan Chase & Co. accounts for approximately 3.7% of Winslow Asset Management Inc.’s portfolio, making the stock its 6th biggest holding. Winslow Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $19,964,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Harbor Asset Planning Inc. acquired a new stake in JPMorgan Chase & Co. during the second quarter worth about $26,000. Mizuho Securities Co. Ltd. lifted its position in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC increased its position in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the period. Finally, Collier Financial acquired a new position in shares of JPMorgan Chase & Co. in the third quarter valued at $60,000. 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 plans to open more than 160 new Chase branches across the U.S. in 2026 — a deliberate push to grow deposits and deepen customer relationships that supports core retail deposits, card originations and cross-sell revenue. JPMorgan Chase plans to open over 160 new branches
• Positive Sentiment: JPMorgan analysts warn rising AI costs may force smaller banks into mergers — a trend that favors large, well-capitalized banks like JPM by concentrating market share and reducing competitive pressure. JPMorgan Chase Analysts Predict AI Costs Could Trigger Bank Mergers
• Positive Sentiment: Loan growth helps the top line — Q4 loans reached roughly $1.49T, led by wholesale and card balances; pipeline items (e.g., Apple Card-type partnerships) could add material balances and fee income. JPMorgan’s Q4 Loan Trajectory: Where Did Expansion Show Up?
• Positive Sentiment: Near-term technical setup: some technicians see a reversal from the downtrend with support carved around $297, which can attract short-term momentum buyers. Stock Of The Day: Has The JPMorgan Reversal Started?
• Neutral Sentiment: Analysis piece notes divergence between JPM’s common shares and preferreds in 2026 — mostly a market-structure/relative-value story that doesn’t change JPM’s fundamentals immediately. JPMorgan Chase: Common And Preferred Shares Diverge In 2026
• Neutral Sentiment: Leadership move: JPM named Catherine O’Donnell head of North America Leveraged Finance — routine senior hire for the investment bank that should be neutral-to-modestly positive for deal execution. JPMorgan names Catherine O’Donnell head of North America Leveraged Finance
• Negative Sentiment: Insider selling: CFO Jeremy Barnum sold ~2,892 shares (~$886k) on Feb. 17 — filings like this can create short-term caution among some investors. JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum Sells 2,892 Shares
• Negative Sentiment: Additional insider sale: General Counsel Stacey Friedman sold ~3,404 shares on Feb. 17 — another near-term negative sentiment datapoint even though insiders retain large holdings. SEC filing: Stacey Friedman sale

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s 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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 21,164 shares of company stock valued at $6,579,748 over the last quarter. Corporate insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Daiwa Securities Group upped their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. The Goldman Sachs Group increased their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective on the stock in a report on Tuesday, February 3rd. Finally, Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $339.73.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $309.03 on Thursday. The business’s fifty day moving average is $315.40 and its two-hundred day moving average is $307.87. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The firm has a market cap of $833.45 billion, a P/E ratio of 15.44, a P/E/G ratio of 1.50 and a beta of 1.07. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 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%.The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the business posted $4.81 earnings per share. Equities research analysts forecast 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 declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

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.