HighPoint Advisor Group LLC Trims Stock Holdings in JPMorgan Chase & Co. $JPM

HighPoint Advisor Group LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 193,062 shares of the financial services provider’s stock after selling 4,521 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.9% of HighPoint Advisor Group LLC’s holdings, making the stock its 5th biggest position. HighPoint Advisor Group LLC’s holdings in JPMorgan Chase & Co. were worth $60,897,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter valued at $26,000. Mizuho Securities Co. Ltd. lifted its position in JPMorgan Chase & Co. by 450.0% in 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 last quarter. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC grew its position in 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 last quarter. Finally, Clarity Asset Management Inc. increased its stake in shares of JPMorgan Chase & Co. by 87.1% in 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 period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bank reorg/AI focus — JPMorgan named Guy Halamish as COO of its Commercial & Investment Bank to lead data and AI strategy, signaling management is prioritizing efficiency and revenue growth from AI initiatives. JPMorgan names Halamish as COO (Reuters)
• Positive Sentiment: Capital return for preferred holders — the firm declared dividends on Series II and OO preferred shares, a sign of capital allocation discipline and predictability for preferred investors. JPMorganChase Declares Preferred Stock Dividends (BusinessWire)
• Neutral Sentiment: 10-K filed — JPMorgan filed its Form 10-K for fiscal 2025 (available on the SEC/IR sites); routine but provides full-year detail investors will parse for capital, credit and risk metrics. JPMorganChase Files Form 10-K (BusinessWire)
• Neutral Sentiment: Analyst activity — mixed analyst notes (including a recent Neutral/upgrade from Baird and a Barclays reaffirmation) keep consensus views varied; these are headline drivers but not a clear catalyst. JPMorgan Chase upgraded to Neutral (Yahoo) Barclays reaffirms Buy (MarketScreener)
• Negative Sentiment: Institutional trimming — a Barclays PLC 13F update shows a ~31% reduction in its JPM position as of 12/31/25, highlighting potential selling pressure or portfolio rebalancing by a major investor. Fund Update: BARCLAYS PLC New Holdings (Quiver Quant)
• Negative Sentiment: Legal overhang — a federal judge rejected JPMorgan’s bid to dismiss a class action over its cash sweep program, so litigation risk and potential remediation costs remain on the horizon. Judge Rejects JPMorgan Bid to Kill Cash Sweep Lawsuit (PYMNTS)

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,868 shares of company stock valued at $4,650,596 over the last three months. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.0%

NYSE JPM opened at $302.62 on Friday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a market capitalization of $823.82 billion, a P/E ratio of 15.12, a PEG ratio of 1.48 and a beta of 1.07. The company’s 50 day simple moving average is $315.53 and its 200 day simple moving average is $307.56. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86.

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. The firm 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 revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period last year, the firm posted $4.81 earnings per share. Equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued 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 was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Wall Street Analysts Forecast Growth

JPM has been the subject of several analyst reports. Loop Capital set a $310.00 price objective on JPMorgan Chase & Co. in a research report on Thursday, October 23rd. The Goldman Sachs Group boosted their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Wells Fargo & Company raised their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $340.18.

JPMorgan Chase & Co. 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.