Capital Investment Counsel LLC Has $10.66 Million Stake in JPMorgan Chase & Co. $JPM

Capital Investment Counsel LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 6.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 33,800 shares of the financial services provider’s stock after selling 2,266 shares during the period. JPMorgan Chase & Co. accounts for 1.6% of Capital Investment Counsel LLC’s portfolio, making the stock its 17th largest holding. Capital Investment Counsel LLC’s holdings in JPMorgan Chase & Co. were worth $10,661,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in JPM. Norges Bank bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC increased its position in JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares during the last quarter. Viking Global Investors LP raised its holdings in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after buying an additional 1,870,386 shares in the last quarter. Montrusco Bolton Investments Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter worth about $485,802,000. Finally, International Assets Investment Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter worth about $458,104,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jeremy Barnum sold 2,892 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares of the company’s stock, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,596 shares of company stock valued at $22,067,932 over the last quarter. Company insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on JPM shares. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $339.73.

JPMorgan Chase & Co. Trading Up 0.9%

Shares of JPMorgan Chase & Co. stock opened at $310.75 on Friday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company’s fifty day simple moving average is $315.05 and its 200-day simple moving average is $307.98. The company has a market cap of $838.09 billion, a price-to-earnings ratio of 15.53, a PEG ratio of 1.50 and a beta of 1.07. 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 released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating 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 firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the company earned $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Chase will open 160+ new branches in 2026 to drive deposits, cross‑selling and fee income beyond net interest margin — a tangible growth push that supports longer‑term revenue diversification. Read More.
• Positive Sentiment: JPMorgan filed to move/dismiss President Trump’s $5B “debanking” lawsuit and argued CEO Jamie Dimon was wrongly named — an aggressive legal defense that, if it succeeds, reduces headline/litigation risk. Read More.
• Positive Sentiment: Analyst coverage remains constructive (average “Moderate Buy”); commentary noting potential mortgage share gains if capital rules ease provides a supportive backdrop for future fee and NII growth. Read More.
• Neutral Sentiment: JPMorgan research raised its 2026 gold forecast sharply — relevant for macro/trading desks and investor clients but not a direct bank fundamental driver. Read More.
• Neutral Sentiment: JPMorgan initiated coverage on TIC Solutions and published other sector/research notes (e.g., robotics opportunity flagged for other stocks) — shows active research flow but limited direct impact on JPM’s P&L. Read More.
• Neutral Sentiment: Reports that JPMorgan is in talks to serve as banker for an international reconstruction vehicle (“Board of Peace”) are preliminary and speculative — potential upside in advisory fees but uncertain at this stage. Read More.
• Negative Sentiment: Regulatory hit in Europe: JPMorgan’s EU arm was fined €12.18M by the ECB for years of misreporting risk‑weighted assets and capital data — signals control lapses in the region and raises compliance/reputational risk (fine amount is small relative to JPM’s scale but the governance issue is noteworthy). Read More.
• Negative Sentiment: Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M) and reports show Jamie Dimon sold stock (reported ~$21M); several other insiders also trimmed positions. Large, high‑profile sales are weighing on near‑term sentiment even if they could reflect diversification or tax planning. Read More. and Read More.

JPMorgan Chase & Co. 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.