JPMorgan Chase & Co. $JPM Stake Cut by Beverly Hills Private Wealth LLC

Beverly Hills Private Wealth LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 51,077 shares of the financial services provider’s stock after selling 2,660 shares during the period. JPMorgan Chase & Co. accounts for 2.8% of Beverly Hills Private Wealth LLC’s investment portfolio, making the stock its 4th biggest position. Beverly Hills Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $16,111,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Norges Bank purchased a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares during the last quarter. Viking Global Investors LP lifted its stake in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after buying an additional 1,870,386 shares during the period. KBC Group NV boosted its position in JPMorgan Chase & Co. by 56.3% during the second quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider’s stock worth $744,072,000 after acquiring an additional 924,915 shares during the last quarter. Finally, Mawer Investment Management Ltd. grew its stake in JPMorgan Chase & Co. by 187.5% in the 2nd quarter. Mawer Investment Management Ltd. now owns 1,241,969 shares of the financial services provider’s stock worth $360,059,000 after acquiring an additional 809,976 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

JPM has been the topic of a number of recent analyst reports. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. CICC Research initiated coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Finally, Wells Fargo & Company cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $339.55.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Goldman/TipRanks coverage highlights a bullish view: an analyst maintained a Buy stance citing upgraded 2026 growth outlook, AI-driven productivity gains and strong capital deployment capacity, supporting upside for JPM. JPMorgan: Buy Rating
• Positive Sentiment: NSE IPO pitch: The National Stock Exchange invited global banks, including JPMorgan, to pitch to manage its IPO — a potential fee pool and relationship with a large exchange if JPM wins underwriting/Advisory roles. NSE invites investment banks
• Positive Sentiment: JPMorgan says investment banking and markets revenue are holding up amid uncertainty — signaling the bank expects fee and trading revenue resilience that supports near-term revenue outlook. Investment banking outlook
• Positive Sentiment: JPMorgan is listed among new members of an Agentic AI governance effort, underlining the bank’s role in shaping AI standards — positive for strategic positioning around AI-driven products/services. Agentic AI governance
• Neutral Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — a routine marketing/product update that supports asset-management distribution but is unlikely to move the stock materially. Guide to Retirement
• Neutral Sentiment: Tech investment theme: coverage reiterates JPMorgan plans ~ $19.8B in tech spend for 2026 (GenAI, core modernization). That’s a strategic growth/efficiency investment but raises near-term expense — a mixed/neutral catalyst. Tech spend story
• Negative Sentiment: CEO Jamie Dimon warned repeatedly that current market and credit behavior show parallels to pre-2008 conditions and said his “anxiety is high” — comments that inject macro/credit-cycle risk sentiment and can pressure bank multiples. Dimon warnings
• Negative Sentiment: Truist trimmed its price target slightly (to $330 from $334) and kept a Hold — a small analyst headwind that can temper near-term enthusiasm despite modest upside remaining. Truist target change

JPMorgan Chase & Co. Trading Up 0.9%

Shares of JPM stock opened at $306.12 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm’s 50 day moving average price is $313.86 and its two-hundred day moving average price is $308.31. The stock has a market cap of $825.61 billion, a price-to-earnings ratio of 15.30, a price-to-earnings-growth ratio of 1.26 and a beta of 1.07.

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 (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during 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 business’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.81 earnings per share. On average, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last 90 days. Corporate insiders own 0.47% of the company’s stock.

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.