BTC Capital Management Inc. Boosts Holdings in JPMorgan Chase & Co. $JPM

BTC Capital Management Inc. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,416 shares of the financial services provider’s stock after purchasing an additional 3,952 shares during the period. JPMorgan Chase & Co. comprises 1.7% of BTC Capital Management Inc.’s portfolio, making the stock its 14th largest position. BTC Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $24,734,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in JPM. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at about $26,000. Mizuho Securities Co. Ltd. boosted its holdings in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its stake in JPMorgan Chase & Co. by 92.6% during the 3rd 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 in the last quarter. Finally, Collier Financial purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter worth approximately $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting JPMorgan Chase & Co.

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.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of recent analyst reports. Daiwa Securities Group raised their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Keefe, Bruyette & Woods boosted their price objective on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Finally, Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price for the company in a research report on Tuesday, February 3rd. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $339.73.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $310.75 on Friday. The company has a market capitalization of $838.09 billion, a PE ratio of 15.53, a price-to-earnings-growth ratio of 1.51 and a beta of 1.07. 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 stock has a fifty day moving average of $315.05 and a 200-day moving average of $308.10. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the firm posted $4.81 EPS. The company’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insider Buying and Selling

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

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.