Crestwood Advisors Group LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

Crestwood Advisors Group LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 244,691 shares of the financial services provider’s stock after selling 6,267 shares during the period. JPMorgan Chase & Co. comprises approximately 1.3% of Crestwood Advisors Group LLC’s holdings, making the stock its 17th largest position. Crestwood Advisors Group LLC’s holdings in JPMorgan Chase & Co. were worth $77,183,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in JPM. Colrain Capital LLC grew its position in shares of JPMorgan Chase & Co. by 6.7% during the third quarter. Colrain Capital LLC now owns 1,600 shares of the financial services provider’s stock worth $505,000 after purchasing an additional 100 shares in the last quarter. NEOS Investment Management LLC lifted its holdings in JPMorgan Chase & Co. by 34.9% in the 3rd quarter. NEOS Investment Management LLC now owns 307,760 shares of the financial services provider’s stock worth $97,077,000 after purchasing an additional 79,649 shares in the last quarter. Beacon Capital Management LLC boosted its stake in JPMorgan Chase & Co. by 4.0% in the 3rd quarter. Beacon Capital Management LLC now owns 3,098 shares of the financial services provider’s stock worth $977,000 after purchasing an additional 118 shares during the period. Heartland Advisors Inc. purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at approximately $100,000. Finally, Cassaday & Co Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 1.2% during the third quarter. Cassaday & Co Wealth Management LLC now owns 22,246 shares of the financial services provider’s stock valued at $7,017,000 after buying an additional 271 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on JPM. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Finally, Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $339.73.

JPMorgan Chase & Co. Stock Down 0.1%

Shares of NYSE:JPM opened at $297.33 on Wednesday. The company has a market cap of $801.90 billion, a price-to-earnings ratio of 14.86, a PEG ratio of 1.45 and a beta of 1.08. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a 50-day moving average price of $314.23 and a 200 day moving average price of $308.35.

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, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the firm posted $4.81 earnings per share. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction on 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 completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,596 shares of company stock valued at $22,067,932 over the last 90 days. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Management says JPMorgan will be a winner in the AI race and is increasing 2026 tech spend to roughly $20 billion as an investment in long‑term competitiveness and client products. Jamie Dimon Predicts JPMorgan Will Be ‘A Winner’ In AI Race
• Positive Sentiment: JPMorgan signalled higher net interest income (NII) expectations, mid‑teen markets/IB fee growth and a target ROTCE (~17%), signaling management confidence in revenue drivers that support earnings. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Neutral Sentiment: CEO Jamie Dimon confirmed he plans to remain CEO “for a few more years,” giving investors clarity on succession timing (reduces uncertainty around leadership transition). Dimon says he will remain CEO for a few years
• Neutral Sentiment: The firm hosted an in‑person investor company update (transcripts and Q&A circulated) that outlined strategy and large ongoing investments — helpful for modeling but raises near‑term expense questions. Executive Q&A Transcript
• Negative Sentiment: Dimon warned markets resemble the run‑up to 2008 and said rivals are doing “dumb things” on credit — comments heightened investor concern about loosening underwriting and a surprise in the credit cycle. Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
• Negative Sentiment: Market reaction: investors sold financials on growing worries about private‑credit and AI‑linked dislocations; news flows cited a wider sector pullback that pressured JPM stock. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: JPMorgan acknowledged closing accounts tied to Donald Trump after Jan. 6 in court filings — a political/legal headline that adds reputational and litigation risk. JPMorgan Acknowledges Shutting Down Trump Accounts

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.