Culbertson A N & Co. Inc. Has $35.58 Million Stake in JPMorgan Chase & Co. $JPM

Culbertson A N & Co. Inc. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.7% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 112,796 shares of the financial services provider’s stock after selling 3,091 shares during the period. JPMorgan Chase & Co. comprises approximately 5.0% of Culbertson A N & Co. Inc.’s holdings, making the stock its 4th largest position. Culbertson A N & Co. Inc.’s holdings in JPMorgan Chase & Co. were worth $35,579,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. raised its position in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC lifted its stake in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares in the last quarter. Clarity Asset Management Inc. boosted its holdings in JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new position in JPMorgan Chase & Co. during the 2nd quarter worth $64,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 results: JPM reported a top‑and‑bottom‑line beat (revenue and EPS above estimates) and management gave commentary on consumer/corporate trends; investors are focusing on the underlying franchise strength despite a one‑time reserve. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Positive Sentiment: Analyst support: Multiple firms have buy/overweight stances and price targets above current levels (median target noted around $350); Baird also raised its target following Q4, adding upward pressure. Baird Raises JPMorgan (JPM) PT to $280 Following Strong Q4 Results, Robust Credit Quality
• Positive Sentiment: Strategic growth moves: JPMorgan launched a dedicated private capital advisory unit (adds fee‑business scale and cross‑sell opportunities) and is set to take over the Apple Card portfolio from Goldman, both of which increase franchise optionality in higher‑margin areas. JPMorgan sets up dedicated private capital advisory unit
• Neutral Sentiment: Market commentary: JPMorgan strategists view Q4 earnings season as broadly constructive for equities (macro/earnings tone may support cyclical flows but doesn’t change firm fundamentals). JPMorgan says Q4 earnings season likely to reassure despite geopolitical noise
• Neutral Sentiment: Investor chatter: Media/commentators (e.g., Jim Cramer) flagged the stock as “due for a breather” after the post‑earnings move — a reminder that momentum traders may take profits even amid fundamental positives. Jim Cramer on JPMorgan: “It Was Due for a Breather”
• Negative Sentiment: Political/legal risk: President Trump has publicly threatened to sue JPMorgan alleging “debanking” tied to January‑6 actions; the headlines raise reputational and regulatory risk and are stirring social‑media volatility. I’ll be suing…’: Trump threatens lawsuit against JP Morgan, revives ‘debanking’ claims
• Negative Sentiment: Insider selling: Multiple senior executives have sold sizable positions recently (COO, GC and others), and QuiverQuant notes 10 open‑market insider sales in six months — investors often view concentrated insider sales as a near‑term negative signal. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Negative Sentiment: Reserve/credit charge: The quarter included a roughly $2.2B reserve related to the Apple credit card portfolio — while management framed it as prudent, the item introduces near‑term earnings noise and heightened focus on consumer credit trends. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute

Analyst Upgrades and Downgrades

Several analysts have recently commented on JPM shares. Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft boosted their target price on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research note on Tuesday, September 30th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Fifteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average target price of $336.32.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $312.55 on Tuesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The business has a fifty day simple moving average of $315.31 and a two-hundred day simple moving average of $305.51. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a market capitalization of $850.84 billion, a P/E ratio of 15.62, a P/E/G ratio of 1.53 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 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 business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.81 EPS. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were 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 directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Robin Leopold sold 966 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the sale, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock worth $4,951,910 over the last three months. Company 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.