JPMorgan Chase & Co. $JPM Holdings Reduced by Principal Financial Group Inc.

Principal Financial Group Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,301,787 shares of the financial services provider’s stock after selling 23,307 shares during the period. JPMorgan Chase & Co. makes up about 0.8% of Principal Financial Group Inc.’s portfolio, making the stock its 20th largest holding. Principal Financial Group Inc. owned 0.19% of JPMorgan Chase & Co. worth $1,672,341,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in JPM. Flaharty Asset Management LLC lifted its stake in JPMorgan Chase & Co. by 133.6% in the third quarter. Flaharty Asset Management LLC now owns 3,306 shares of the financial services provider’s stock valued at $1,043,000 after acquiring an additional 1,891 shares during the last quarter. Financial Strategies Group Inc. lifted its position in shares of JPMorgan Chase & Co. by 2.1% during the 3rd quarter. Financial Strategies Group Inc. now owns 32,701 shares of the financial services provider’s stock worth $10,116,000 after purchasing an additional 658 shares during the last quarter. Gitterman Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. by 1.9% in the third quarter. Gitterman Wealth Management LLC now owns 2,628 shares of the financial services provider’s stock valued at $829,000 after acquiring an additional 50 shares during the period. Carrera Capital Advisors grew its position in JPMorgan Chase & Co. by 2.1% in the 3rd quarter. Carrera Capital Advisors now owns 5,769 shares of the financial services provider’s stock worth $1,820,000 after purchasing an additional 121 shares during the last quarter. Finally, Mutual Advisors LLC increased its stake in JPMorgan Chase & Co. by 4.5% during the third quarter. Mutual Advisors LLC now owns 99,334 shares of the financial services provider’s stock valued at $29,258,000 after acquiring an additional 4,244 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of analyst reports. Daiwa Securities Group raised their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective on the stock in a report on Tuesday, February 3rd. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. Finally, Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $340.18.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Baird moved JPMorgan to Neutral after the strong Q4 results, highlighting the firm’s beat on revenue and EPS that supports near‑term earnings momentum. Baird Upgrade
• Positive Sentiment: HSBC upgraded JPM to Hold and set a $319 price target, signaling some analyst support after recent weakness and helping limit downside. HSBC Upgrade
• Positive Sentiment: JPMorgan says bespoke municipal‑bond accounts grew to $1.3T — a positive for fee income and asset‑management scale. Muni Accounts Growth
• Positive Sentiment: JPMorgan arranged financing in Databricks’ $5B raise (including $2B debt led by JPM), a win for investment‑banking/credit revenue. Databricks Financing
• Neutral Sentiment: JPMorgan Asset Management announced cash distributions for several TSX‑listed JPM ETFs — routine for the asset‑management business and unlikely to move the stock materially. ETF Distributions
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — useful for management tone/guidance but no market‑moving surprises reported. UBS Conference Transcript
• Neutral Sentiment: JPMorgan research and analyst calls are influencing tech names (e.g., commentary lifting Figma/Shopify), showing the bank’s research sway but only an indirect impact on JPM stock. Figma Article Shopify Article
• Negative Sentiment: JPMorgan Global Research warns home prices may fall fastest in parts of the Sun Belt and West Coast — a macro call that raises concerns about regional mortgage/consumer credit exposure. Housing Forecast
• Negative Sentiment: Some technical/market commentary flags a potential near‑term correction after recent gains, which can amplify selling pressure in the stock. Technical Correction Note

JPMorgan Chase & Co. Trading Down 1.2%

Shares of NYSE JPM opened at $318.13 on Wednesday. The stock has a market cap of $866.03 billion, a P/E ratio of 15.90, a price-to-earnings-growth ratio of 1.57 and a beta of 1.07. The firm has a 50 day moving average price of $316.07 and a two-hundred day moving average price of $307.54. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 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.

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 business had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the company posted $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS 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 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm’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 transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred 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 trade represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is owned by insiders.

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.