Hartford Investment Management Co. Cuts Stock Holdings in JPMorgan Chase & Co. $JPM

Hartford Investment Management Co. reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 161,173 shares of the financial services provider’s stock after selling 6,569 shares during the period. JPMorgan Chase & Co. comprises approximately 1.5% of Hartford Investment Management Co.’s holdings, making the stock its 11th largest position. Hartford Investment Management Co.’s holdings in JPMorgan Chase & Co. were worth $50,839,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. in the 2nd quarter worth about $26,000. Mizuho Securities Co. Ltd. boosted its holdings 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 valued at $32,000 after acquiring an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC raised its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Finally, Clarity Asset Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after purchasing an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Down 2.6%

Shares of NYSE:JPM opened at $302.68 on Friday. The stock has a 50 day moving average of $315.78 and a 200 day moving average of $307.53. The company has a market cap of $823.98 billion, a PE ratio of 15.13, a price-to-earnings-growth ratio of 1.52 and a beta of 1.07. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The business had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.81 earnings per share. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a $1.50 dividend. This represents a $6.00 annualized dividend 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%.

Analysts Set New Price Targets

A number of research firms have commented on JPM. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. The Goldman Sachs Group boosted their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Finally, Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $340.18.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is reorganizing its Commercial & Investment Bank to “maximize” AI and named longtime insider Guy Halamish as COO to lead data and AI strategy — a move management says will accelerate AI deployment, cut friction and potentially lift margins and fee opportunities across the division. JPMorgan’s commercial and investment bank names Halamish as COO to lead AI strategy, memo shows
• Positive Sentiment: Multiple outlets report the internal reorg and Halamish appointment as part of a broader AI push that could support revenue diversification (trading, advisory, tech-enabled services) and reduce long‑run costs — a strategic tailwind that helps explain investor interest despite today’s weakness. JPMorgan is reorganizing its commercial and investment bank as part of its AI push
• Neutral Sentiment: 13F/portfolio filings and fund activity from JPMorgan-controlled funds show shifts into and out of several large names and new positions — notable for institutional flows but not an immediate signal on JPM’s own operating performance. Fund Update: JPMORGAN CHASE & CO Just Disclosed New Holdings
• Neutral Sentiment: JPMorgan strategists continue to publish bullish market views (e.g., on software/AI), which supports fee and trading pipelines over time but is a longer‑term theme rather than a same‑day driver. JP Morgan’s note to investors on software companies
• Negative Sentiment: Political and reputational pressure: a Trump‑related “debanking” story and public attacks from a former Trump adviser over JPM’s credit‑card rates have emerged, increasing regulatory and reputational risk that can pressure retail and institutional sentiment. JPMorgan hints at why it shut down Trump’s bank accounts after $5B lawsuit. Is ‘debanking’ against the law in America?
• Negative Sentiment: Political criticism has already correlated with intraday selling: a prominent Trump adviser publicly blasted JPM’s CEO over card rates, coinciding with a pullback in the stock this morning. That kind of headline risk can amplify short‑term volatility even if fundamentals remain intact. ‘You Are a Criminal’: JPMorgan Stock (JPM) Slides as Trump Adviser Bashes CEO over Credit Card Rates

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value 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. The trade was a 9.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on 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 sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 14,868 shares of company stock valued at $4,650,596 over the last 90 days. Company 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.