Atria Investments Inc Has $70.09 Million Position in JPMorgan Chase & Co. $JPM

Atria Investments Inc cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 6.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 222,214 shares of the financial services provider’s stock after selling 16,143 shares during the quarter. JPMorgan Chase & Co. makes up approximately 0.8% of Atria Investments Inc’s investment portfolio, making the stock its 18th largest holding. Atria Investments Inc’s holdings in JPMorgan Chase & Co. were worth $70,093,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Geode Capital Management LLC lifted its holdings in JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after purchasing an additional 300,160 shares during the last quarter. Norges Bank bought a new position in JPMorgan Chase & Co. during the second quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares in the last quarter. Invesco Ltd. boosted its holdings in JPMorgan Chase & Co. by 4.2% in the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock valued at $4,155,111,000 after purchasing an additional 577,860 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after purchasing an additional 76,413 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.2%

Shares of JPM stock opened at $308.12 on Friday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock’s fifty day simple moving average is $315.21 and its 200 day simple moving average is $307.87. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a market capitalization of $831.00 billion, a P/E ratio of 15.40, a P/E/G ratio of 1.50 and a beta of 1.07.

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 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 company’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 EPS. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 EPS 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 given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Insider Activity

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated 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 transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by corporate insiders.

Analyst Ratings Changes

JPM has been the subject of a number of analyst reports. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Daiwa Securities Group lifted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. The Goldman Sachs Group upped their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Piper Sandler raised their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Finally, Truist Financial set a $334.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $339.73.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan asked a court to dismiss former President Trump’s “debanking” lawsuit, which reduces an overhang of legal uncertainty if the court grants dismissal. JPMorgan Chase Moves to Dismiss Trump Debanking Lawsuit
• Positive Sentiment: Management is expanding the retail footprint — JPMorgan plans to open over 160 new Chase branches in 2026, a move that can support deposits and consumer revenue over time. JPMorgan Chase plans to open over 160 new branches
• Positive Sentiment: Recent results showed an EPS beat and year-over-year revenue and loan growth, underpinning expectations for continued core profitability. JPMorgan Chase & Co. (JPM) profile and recent results
• Neutral Sentiment: JPMorgan notified Lynas Rare Earths that it no longer is a substantial holder — an institutional portfolio adjustment with limited direct impact on JPM’s stock. JPMorgan Ceases to Be Substantial Holder in Lynas Rare Earths
• Neutral Sentiment: Wall Street keeps a generally constructive view (average “Moderate Buy” and mid-$300s consensus target), which supports medium-term upside but hasn’t removed near-term volatility. JPMorgan Chase & Co. Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Major insider sale: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M), a sizable reduction in his holdings that can raise short-term investor concern about insider confidence or portfolio diversification. SEC filing: CEO Troy L. Rohrbaugh sale
• Negative Sentiment: Additional insider sales: CFO Jeremy Barnum, General Counsel Stacey Friedman and other insiders reported smaller sales this week — multiple insider disposals can weigh on sentiment even if individually routine. SEC filing: Jeremy Barnum sale (representative)

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.