Castlekeep Investment Advisors LLC Sells 2,219 Shares of JPMorgan Chase & Co. $JPM

Castlekeep Investment Advisors LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 40.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,325 shares of the financial services provider’s stock after selling 2,219 shares during the quarter. Castlekeep Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,049,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Border to Coast Pensions Partnership Ltd boosted its stake in shares of JPMorgan Chase & Co. by 7.9% during the 3rd quarter. Border to Coast Pensions Partnership Ltd now owns 430,237 shares of the financial services provider’s stock worth $135,710,000 after acquiring an additional 31,538 shares during the period. Flagship Harbor Advisors LLC boosted its position in JPMorgan Chase & Co. by 0.4% during the third quarter. Flagship Harbor Advisors LLC now owns 49,306 shares of the financial services provider’s stock worth $15,553,000 after purchasing an additional 190 shares during the period. HORAN Wealth LLC increased its holdings in shares of JPMorgan Chase & Co. by 15.1% in the third quarter. HORAN Wealth LLC now owns 35,360 shares of the financial services provider’s stock valued at $11,153,000 after purchasing an additional 4,646 shares during the last quarter. Horizon Investment Services LLC raised its position in shares of JPMorgan Chase & Co. by 20.8% in the third quarter. Horizon Investment Services LLC now owns 1,723 shares of the financial services provider’s stock valued at $544,000 after purchasing an additional 297 shares during the period. Finally, Triglav Investments D.O.O. raised its position in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Triglav Investments D.O.O. now owns 197,091 shares of the financial services provider’s stock valued at $62,167,000 after purchasing an additional 6,110 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $302.62 on Friday. 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. The stock has a market capitalization of $823.82 billion, a P/E ratio of 15.12, a price-to-earnings-growth ratio of 1.48 and a beta of 1.07. The stock has a fifty day moving average of $315.53 and a 200-day moving average of $307.56.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results 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 for the quarter, compared to analyst estimates 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 was up 7.1% on a year-over-year basis. During the same period in the previous year, the firm posted $4.81 EPS. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 14,868 shares of company stock worth $4,650,596. Insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. 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. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. CICC Research assumed coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price on the stock. 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, Daiwa Securities Group lifted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $340.18.

JPMorgan Chase & Co. News Summary

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)

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.