Firetrail Investments PTY Ltd. Makes New Investment in JPMorgan Chase & Co. $JPM

Firetrail Investments PTY Ltd. purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 23,768 shares of the financial services provider’s stock, valued at approximately $7,440,000. JPMorgan Chase & Co. accounts for approximately 1.9% of Firetrail Investments PTY Ltd.’s investment portfolio, making the stock its 26th biggest holding.

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

Insider Buying and Selling

In other JPMorgan Chase & Co. 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 in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer 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. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 14,868 shares of company stock worth $4,650,596. Corporate insiders own 0.47% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan upgraded fintech SoFi to Overweight after SoFi’s Q4 and 2026 guidance — a bullish signal for fintechs that can support sector sentiment and benefit bank peers. Article Title
• Positive Sentiment: JPMorgan raised its target on Citigroup to $134 and kept an Overweight call — an affirmation of strength in large-cap banks that can lift investor appetite for the group, including JPM. Article Title
• Positive Sentiment: JPMorgan put BNY Mellon (BK) at Overweight with a $128.50 target — another positive read-through for custodial/asset-servicing franchises in the bank sector. Article Title
• Positive Sentiment: JPMorgan raised its target on Truist (TFC) to $47 while maintaining a Neutral call, signaling selective upside in regional banks after JPM updated large-cap bank forecasts. Article Title
• Neutral Sentiment: JPMorgan (via J.P. Morgan Securities PLC) disclosed a 5.18% stake in Rana Gruber — a notable investment position but not clearly material to JPM’s core banking fundamentals. Article Title
• Neutral Sentiment: JPMorgan research activity also showed up in coverage of non-banks (e.g., Siemens/AI-related upgrades), reflecting broader macro/tech demand themes rather than JPM-specific drivers. Article Title
• Neutral Sentiment: JPMorgan commentary on Indian IT names (Infosys, Wipro) frames sector risks and opportunities from AI adoption — relevant for global tech exposure but not directly tied to JPM’s near-term earnings. Article Title
• Negative Sentiment: JPMorgan disclosed a new operational risk: talent competition and automation pressures amid tighter immigration rules — a potential headwind for hiring top tech talent, increasing costs, and slowing digital initiatives that could pressure margins long-term. Article Title

JPMorgan Chase & Co. Trading Down 0.0%

Shares of NYSE JPM opened at $302.62 on Tuesday. The stock has a market cap of $823.82 billion, a price-to-earnings ratio of 15.12, a PEG ratio of 1.48 and a beta of 1.08. The business has a 50 day simple moving average of $315.28 and a 200 day simple moving average of $307.74. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. 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. (NYSE:JPM) last issued its quarterly earnings data 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 firm 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 company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 earnings per share. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Wall Street Analyst Weigh In

Several research firms have weighed in on JPM. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a research report on Tuesday, February 3rd. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $340.18.

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.