Garland Capital Management Inc. Reduces Stock Holdings in JPMorgan Chase & Co. $JPM

Garland Capital Management Inc. trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 76.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,890 shares of the financial services provider’s stock after selling 6,180 shares during the period. JPMorgan Chase & Co. accounts for 8.2% of Garland Capital Management Inc.’s portfolio, making the stock its largest position. Garland Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $596,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in JPM. Creative Planning raised its stake in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after buying an additional 29,844 shares during the last quarter. Aviva PLC increased its stake in shares of JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after acquiring an additional 126,742 shares during the period. Triangle Securities Wealth Management raised its holdings in shares of JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after purchasing an additional 3,191 shares during the last quarter. Kelman Lazarov Inc. lifted its position in JPMorgan Chase & Co. by 16.9% during the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. purchased a new stake in JPMorgan Chase & Co. in the second quarter valued at $534,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on JPM. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Loop Capital set a $310.00 price target on JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Keefe, Bruyette & Woods lifted their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Finally, DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $340.18.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 14,868 shares of company stock worth $4,650,596 in the last three months. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $302.62 on Friday. The company has a market cap of $823.82 billion, a P/E ratio of 15.12, a P/E/G ratio of 1.48 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company’s 50-day moving average price is $315.53 and its 200-day moving average price is $307.63. 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 released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the prior year, the firm earned $4.81 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. On average, sell-side analysts forecast 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 disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

More JPMorgan Chase & Co. News

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)

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.