JPMorgan Chase & Co. $JPM Shares Sold by Shell Asset Management Co.

Shell Asset Management Co. cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 65.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,326 shares of the financial services provider’s stock after selling 56,685 shares during the period. JPMorgan Chase & Co. accounts for 1.0% of Shell Asset Management Co.’s holdings, making the stock its 11th largest position. Shell Asset Management Co.’s holdings in JPMorgan Chase & Co. were worth $9,566,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in JPM. Harbor Asset Planning Inc. acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. raised its holdings in shares of JPMorgan Chase & Co. by 450.0% during 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 position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC grew its holdings in shares of JPMorgan Chase & Co. by 92.6% in 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 purchased a new position in JPMorgan Chase & Co. during the third quarter worth about $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $310.75 on Monday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market cap of $838.09 billion, a P/E ratio of 15.53, a P/E/G ratio of 1.51 and a beta of 1.08. The stock has a 50-day moving average of $315.05 and a two-hundred day moving average of $308.22. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the firm posted $4.81 earnings per share. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the completion of the transaction, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. Insiders own 0.47% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on JPM shares. The Goldman Sachs Group upped their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Wells Fargo & Company reduced their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $339.73.

Key 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.

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.