Choreo LLC Sells 2,621 Shares of JPMorgan Chase & Co. $JPM

Choreo LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 170,702 shares of the financial services provider’s stock after selling 2,621 shares during the period. JPMorgan Chase & Co. accounts for 0.7% of Choreo LLC’s holdings, making the stock its 29th biggest holding. Choreo LLC’s holdings in JPMorgan Chase & Co. were worth $53,844,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of JPM. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC boosted its holdings in 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 acquiring an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. increased its position in 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 valued at $32,000 after purchasing an additional 90 shares during the period. Collier Financial bought a new position in JPMorgan Chase & Co. during the 3rd quarter worth approximately $60,000. Finally, Clarity Asset Management Inc. lifted its position 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 worth $63,000 after purchasing an additional 101 shares during the period. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. HSBC set a $319.00 price objective 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 target price for the company in a research note on Tuesday, February 3rd. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: J.P. Morgan Asset Management bolstered its private-wealth alternatives team with senior hires to deepen advisor coverage and grow fee-bearing businesses, a revenue-positive move for the asset-management franchise. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan is expanding its physical footprint (160+ new branches, ~600 renovations) and increasing AI investment — a long-term growth and distribution push that should support deposit growth and fee income. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
• Neutral Sentiment: JPMorgan published its 2027 earnings-call schedule (dates for each quarter), a routine disclosure that helps investors plan but has no direct earnings surprise. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan’s leadership on stablecoin regulation and comments that stablecoin issuers paying interest should face bank-like rules signal the firm’s regulatory stance; this is strategic positioning more than an immediate earnings driver. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
• Negative Sentiment: CEO Jamie Dimon’s public warnings — citing rising complacency in markets and a potentially worse-than-normal credit cycle — are shifting investor sentiment toward risk-off for banks, increasing concern about future loan losses and capital needs. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Negative Sentiment: Geopolitical tensions (Strait of Hormuz disruption / Iran conflict) and JPMorgan analyses warning of materially higher oil prices are elevating macro and inflation risk — a headwind for investor sentiment and a source of uncertainty for credit and markets exposure. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks JPMorgan: Oil Prices Could Hit $120 Per Barrel

Insider Activity

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were 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 of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Stock Down 0.3%

Shares of NYSE:JPM opened at $299.43 on Thursday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The business’s 50 day simple moving average is $311.90 and its two-hundred day simple moving average is $308.64. The firm has a market cap of $807.57 billion, a P/E ratio of 14.96, a PEG ratio of 1.24 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the firm earned $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal 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 paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

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.