Capital Planning Advisors LLC Has $3.42 Million Stock Position in JPMorgan Chase & Co. $JPM

Capital Planning Advisors LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 78.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,836 shares of the financial services provider’s stock after purchasing an additional 4,778 shares during the period. Capital Planning Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,418,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of JPM. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $26,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC raised its holdings in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Mizuho Securities Co. Ltd. boosted its holdings in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Finally, Collier Financial bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth about $60,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Down 4.3%

NYSE JPM opened at $297.50 on Tuesday. The stock’s 50 day simple moving average is $314.60 and its 200 day simple moving average is $308.29. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The firm has a market cap of $802.36 billion, a PE ratio of 14.87, a price-to-earnings-growth ratio of 1.51 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the business earned $4.81 earnings per share. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Wall Street Analysts Forecast Growth

Several brokerages have commented on JPM. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Wells Fargo & Company dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $339.73.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: CEO stability — Jamie Dimon told investors he plans to remain CEO “for a few years,” removing near‑term succession uncertainty. JPMorgan’s Dimon says he will remain CEO for a few years
• Positive Sentiment: Management pushed back on AI doom narratives — Dimon and other executives told investors AI is not an existential threat to JPMorgan’s business, which may calm long‑term disruption fears. Jamie Dimon Dismisses Fears Over How AI Will Hit JPMorgan
• Positive Sentiment: Analyst support / price targets remain constructive — recent analyst coverage still skews positive with multiple price targets above current levels, a potential anchor for buyers once volatility eases. $JPM stock is down 5% today. Here’s what we see in our data.
• Neutral Sentiment: Investor update / cost program — management held an in‑person company update to justify a multibillion-dollar weekly spending program ($2B/week reported by several outlets). This explains higher near‑term expense guidance but was framed as investment for growth. JPMorgan Chase Hosts Investor Company Update and Outlook
• Negative Sentiment: Broad financials sell‑off and credit fears — JPM shares fell amid a sector‑wide rout tied to mounting worries about private credit and AI‑linked credit risks, pressuring bank multiple and sentiment. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: Insider selling / large churn in holdings — public datasets show substantial insider sales (including Dimon) and notable institutional rebalancings, which can amplify downside during market stress. $JPM stock is down 5% today. Here’s what we see in our data.
• Negative Sentiment: Legal/reputational overhang — court filings show JPMorgan admitted closing accounts tied to Donald Trump after Jan. 6, a fact resurfacing in litigation and media coverage that adds headline risk. JPMorgan admits closing accounts linked to Donald Trump

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the completion of the sale, the insider directly 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 transaction 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 company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,596 shares of company stock valued at $22,067,932 over the last three months. Insiders own 0.47% of the company’s stock.

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.