JPMorgan Chase & Co. $JPM Shares Sold by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 353,632 shares of the financial services provider’s stock after selling 2,740 shares during the period. JPMorgan Chase & Co. accounts for 4.7% of Berkshire Asset Management LLC PA’s portfolio, making the stock its biggest holding. Berkshire Asset Management LLC PA’s holdings in JPMorgan Chase & Co. were worth $111,546,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JPM. Norges Bank bought a new stake in JPMorgan Chase & Co. during the second quarter worth approximately $10,295,209,000. Laurel Wealth Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after purchasing an additional 16,727,530 shares during the period. Viking Global Investors LP raised its stake in shares of JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after buying an additional 1,870,386 shares in the last quarter. International Assets Investment Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at $458,104,000. Finally, KBC Group NV boosted its stake in JPMorgan Chase & Co. by 56.3% during the second quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider’s stock valued at $744,072,000 after buying an additional 924,915 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.9%

NYSE JPM opened at $310.75 on Friday. The firm’s 50 day moving average price is $315.05 and its two-hundred day moving average price is $308.10. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock has a market cap of $838.09 billion, a price-to-earnings ratio of 15.53, a PEG ratio of 1.51 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 earnings per share. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. Equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. The ex-dividend date 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 (DPR) is presently 29.99%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the firm’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 directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 71,596 shares of company stock worth $22,067,932. Company insiders own 0.47% of the company’s stock.

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.

Analyst Ratings Changes

JPM has been the subject of a number of research analyst reports. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wells Fargo & Company cut their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. The Goldman Sachs Group increased their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $339.73.

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.