Cibc World Market Inc. Decreases Stake in JPMorgan Chase & Co. $JPM

Cibc World Market Inc. decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 14.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,524,940 shares of the financial services provider’s stock after selling 265,057 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 0.9% of Cibc World Market Inc.’s holdings, making the stock its 24th biggest position. Cibc World Market Inc. owned approximately 0.06% of JPMorgan Chase & Co. worth $481,012,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in JPM. Peterson Wealth Advisors LLC raised its position in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares during the period. TradeWell Securities LLC. lifted its holdings in JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer boosted its holdings in JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after buying an additional 34 shares during the period. Granite Group Advisors LLC boosted its stake in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after purchasing an additional 34 shares during the period. Finally, Cottonwood Capital Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 0.9% during the second quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock valued at $1,112,000 after buying an additional 35 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. News Summary

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)

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Truist Financial set a $334.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Daiwa Securities Group boosted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Finally, Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $339.73.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the sale, the chief financial officer owned 23,804 shares of the company’s stock, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Down 0.2%

JPM stock opened at $308.12 on Friday. The company has a market capitalization of $831.00 billion, a P/E ratio of 15.40, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. The firm’s fifty day simple moving average is $315.21 and its 200-day simple moving average is $307.87. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. 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 released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the business posted $4.81 EPS. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

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.