Clifford Swan Investment Counsel LLC Trims Stock Position in JPMorgan Chase & Co. $JPM

Clifford Swan Investment Counsel LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 185,008 shares of the financial services provider’s stock after selling 2,725 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.9% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 9th largest holding. Clifford Swan Investment Counsel LLC’s holdings in JPMorgan Chase & Co. were worth $58,357,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Weaver Consulting Group lifted its position in JPMorgan Chase & Co. by 2.5% during the third quarter. Weaver Consulting Group now owns 3,283 shares of the financial services provider’s stock valued at $1,036,000 after purchasing an additional 79 shares during the last quarter. West Family Investments Inc. raised its position in shares of JPMorgan Chase & Co. by 0.9% during the 3rd quarter. West Family Investments Inc. now owns 15,288 shares of the financial services provider’s stock valued at $4,822,000 after buying an additional 138 shares in the last quarter. Advisor OS LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.2% in the 3rd quarter. Advisor OS LLC now owns 20,497 shares of the financial services provider’s stock valued at $6,466,000 after acquiring an additional 245 shares during the last quarter. Interchange Capital Partners LLC grew its position in JPMorgan Chase & Co. by 14.8% in the third quarter. Interchange Capital Partners LLC now owns 16,414 shares of the financial services provider’s stock worth $5,177,000 after acquiring an additional 2,115 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in JPMorgan Chase & Co. by 3.6% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,630,374 shares of the financial services provider’s stock worth $1,775,989,000 after acquiring an additional 195,432 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

JPM has been the subject of several analyst reports. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Truist Financial decreased their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Wells Fargo & Company cut 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 research report on Tuesday, February 17th. Finally, The Goldman Sachs Group increased their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $339.55.

Key Headlines Impacting JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Trading Down 0.3%

NYSE JPM opened at $299.43 on Thursday. The stock has a market cap of $807.57 billion, a PE ratio of 14.96, a PEG ratio of 1.24 and a beta of 1.06. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company’s 50-day moving average price is $311.90 and its 200-day moving average price is $308.64. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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 analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the company earned $4.81 EPS. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s 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 transaction, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 over the last quarter. Insiders own 0.47% of the company’s stock.

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.