Cercano Management LLC Has $15.57 Million Stock Position in JPMorgan Chase & Co. $JPM

Cercano Management LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 47.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 49,354 shares of the financial services provider’s stock after selling 44,719 shares during the period. Cercano Management LLC’s holdings in JPMorgan Chase & Co. were worth $15,568,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Creative Planning raised its holdings in shares of JPMorgan Chase & Co. by 2.2% during the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after buying an additional 29,844 shares in the last quarter. Aviva PLC boosted its stake in JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after buying an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management grew its position in JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after acquiring an additional 3,191 shares during the last quarter. Kelman Lazarov Inc. raised its stake in JPMorgan Chase & Co. by 16.9% during the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity

In other news, 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 sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was 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 of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Up 2.1%

Shares of NYSE:JPM opened at $303.49 on Thursday. The firm has a market cap of $818.51 billion, a P/E ratio of 15.17, a P/E/G ratio of 1.43 and a beta of 1.07. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The business has a fifty day simple moving average of $314.00 and a 200 day simple moving average of $308.32. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the firm posted $4.81 earnings per share. The business’s quarterly revenue was up 7.1% on a year-over-year basis. Analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced 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. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Management flagged higher 2026 NII, mid‑teen IB fee growth and a ~10% increase in tech spend to roughly $19.8B — signaling durable revenue drivers and reinvestment to capture AI-led efficiency gains. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Positive Sentiment: Goldman Sachs (Richard Ramsden) reiterated a Buy, citing an upgraded 2026 growth outlook, AI-driven productivity and strong capital deployment capacity — a vote of confidence that likely supports the rally. JPMorgan: Buy Rating Backed by Upgraded 2026 Growth Outlook
• Positive Sentiment: CEO Jamie Dimon stressed JPMorgan expects to be “a winner” in the AI race and described plans for large-scale redeployment of employees — investors are treating this as evidence JPM can convert tech spend into competitive advantage. Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce
• Positive Sentiment: JPMorgan’s participation in industry AI governance initiatives and partnerships (Agentic AI Foundation membership) reinforces its role in shaping standards and commercial AI deployments — positive for enterprise positioning. Circle, JPMorgan and Huawei Sign on to Agentic AI Governance Effort
• Neutral Sentiment: Truist trimmed its JPM price target slightly (from $334 to $330) — a modest technical note that doesn’t alter the constructive analyst tone. Truist adjusts price target on JPMorgan Chase
• Neutral Sentiment: JPMorgan continues routine corporate lending activity (e.g., ~ $100M credit facility to Archer Meat Snacks) — credit wins but not market-moving by themselves. Archer Meat Snacks Secures Nearly $100 Million Credit Facility from J.P. Morgan
• Negative Sentiment: Dimon also issued a stark warning that current conditions and some rival banks’ looser lending resemble pre‑2008 behavior and that his “anxiety is high” about the next credit cycle — that caution can pressure broader financial multiples despite JPM’s relative strength. Jamie Dimon Says His ‘Anxiety is High’ Over What Could Cause the Next Financial Crisis

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target for the company in a research note on Tuesday, February 3rd. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $339.55.

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.