Cim Investment Management Inc. Sells 12,933 Shares of JPMorgan Chase & Co. $JPM

Cim Investment Management Inc. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 48.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,983 shares of the financial services provider’s stock after selling 12,933 shares during the period. JPMorgan Chase & Co. accounts for 1.2% of Cim Investment Management Inc.’s portfolio, making the stock its 13th biggest position. Cim Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $4,411,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JPM. 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. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC lifted its position in shares of 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 purchasing an additional 50 shares during the period. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Finally, Collier Financial bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $60,000. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

Insider Transactions at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’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 directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. Insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Daiwa Securities Group raised their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $286.88 on Wednesday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a market capitalization of $773.72 billion, a P/E ratio of 14.34, a price-to-earnings-growth ratio of 1.18 and a beta of 1.06. The firm has a 50 day moving average of $304.81 and a 200 day moving average of $308.22. 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 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the firm posted $4.81 EPS. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

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.