Compound Planning Inc. Has $22.43 Million Holdings in JPMorgan Chase & Co. $JPM

Compound Planning Inc. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 7.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 71,110 shares of the financial services provider’s stock after buying an additional 4,720 shares during the period. JPMorgan Chase & Co. makes up 0.7% of Compound Planning Inc.’s holdings, making the stock its 29th biggest holding. Compound Planning Inc.’s holdings in JPMorgan Chase & Co. were worth $22,430,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of JPM. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. during the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC boosted its holdings in shares of 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 worth $33,000 after buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. grew its position 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 buying an additional 90 shares during the period. Collier Financial bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $60,000. Finally, Clarity Asset Management Inc. increased its stake in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,596 shares of company stock worth $22,067,932 in the last ninety days. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 2.3%

NYSE:JPM opened at $299.10 on Monday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The firm has a 50-day moving average price of $313.51 and a two-hundred day moving average price of $308.61. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market cap of $806.69 billion, a price-to-earnings ratio of 14.95, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06.

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 the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 earnings per share. On average, equities analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid 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 payout ratio is presently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: NSE invited investment banks, including JPMorgan, to pitch for its IPO—this is potential investment-banking revenue opportunity if JPM wins a role. NSE invites investment banks to pitch for managing IPO
• Positive Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — marketing/research product that supports asset-gathering and client retention. J.P. Morgan Asset Management Releases 2026 Guide to Retirement
• Positive Sentiment: Financial sector strength helped offset losses in chipmakers in U.S. session coverage — a modest market tailwind for bank stocks including JPM. US Equity Indexes Mixed as Financials Help Partially Offset Sell-Off in Chipmakers
• Neutral Sentiment: JPMorgan’s research desk upgraded Group 1 Automotive (GPI) to Overweight — shows active research business but limited direct impact on JPM share fundamentals. JPMorgan Upgrades Group 1 Automotive (GPI) to Overweight From Neutral
• Neutral Sentiment: JPMorgan research published a bullish Nvidia price target — highlights the bank’s research prominence but does not materially affect JPM’s own earnings. JPMorgan Gives Bold Nvidia Stock Price Target, But Market’s Not Buying It
• Negative Sentiment: CEO Jamie Dimon warned that AI could displace jobs and urged policymakers and firms to prepare now — his cautious tone (and repeated comments comparing current conditions to pre-2008) raises risk-off sentiment and regulatory/policy concern among investors. Jamie Dimon Says ‘Now’s The Time’ To Prepare For Automation’s Worker Impact, Warns AI Could Displace Jobs
• Negative Sentiment: Investigative reporting shows some JPM bankers maintained ties to Jeffrey Epstein after the bank fired him as a client — a reputational/legal risk that can weigh on sentiment. How JPMorgan’s Bankers Stayed Close to Epstein After Bank Fired Him as a Client
• Negative Sentiment: Analyst notes: Truist trimmed JPMorgan’s near-term price target (and some outlets report lowered expectations), keeping a Hold but raising long-term EPS views — that signals mixed analyst sentiment and can pressure the stock. Truist Cuts JPMorgan (JPM) Target While Increasing Long-Term Earnings Estimates Truist Financial Has Lowered Expectations for JPMorgan Chase & Co.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on JPM. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a research note on Tuesday, February 3rd. CICC Research assumed coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus 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.