JPMorgan Chase & Co. $JPM Shares Bought by Citizens Financial Group Inc. RI

Citizens Financial Group Inc. RI lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 381,952 shares of the financial services provider’s stock after purchasing an additional 76,761 shares during the period. JPMorgan Chase & Co. accounts for about 1.7% of Citizens Financial Group Inc. RI’s portfolio, making the stock its 12th largest holding. Citizens Financial Group Inc. RI’s holdings in JPMorgan Chase & Co. were worth $120,479,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday. HSBC reissued a “hold” rating and set a $245.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Robert W. Baird set a $280.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $336.32.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Wall Street remains constructive: multiple firms have buy/overweight ratings and a median 6‑month price target near $350, signaling continued analyst conviction that JPM can outperform. Analyst Sentiment & Price Targets
• Positive Sentiment: Heavy bullish options flow: traders bought an unusually large volume of JPM calls (reported ~113k contracts), which often signals speculative bullish positioning or hedging ahead of catalysts. Options Flow Report
• Positive Sentiment: Target/upgrade activity: Baird raised its JPM price target following strong Q4 results and robust credit trends — a near-term supportive datapoint for investors. Baird Raise
• Positive Sentiment: Business expansion: JPMorgan announced a dedicated private capital advisory unit, widening fee-generating advisory capabilities in alternatives/private capital. This supports revenue diversification. Private Capital Unit
• Neutral Sentiment: Lobbying disclosure: JPM reported $1.12M in Q4 lobbying covering bank structure, capital rules, AI/fintech, BSA/AML, digital assets and consumer protections — shows active engagement with regulators but creates uncertainty on how rules will evolve. Lobbying Update
• Neutral Sentiment: JPM strategists say Q4 earnings season should be broadly constructive for markets — a contextual note that earnings could support the bank if trends remain intact. Strat Comment on Q4
• Negative Sentiment: Significant insider selling: multiple senior JPM executives have sold stock in recent months (COO, General Counsel, other leaders), which can be perceived negatively even if sales are for diversification or compensation needs. Insider Selling
• Negative Sentiment: Political/legal headline risk: former President Trump has publicly threatened to sue JPM over alleged ‘debanking’ — this political dispute increases reputational and event‑risk volatility for the stock. Trump Threatens Lawsuit

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Down 3.2%

Shares of JPM opened at $302.41 on Wednesday. The company’s 50-day simple moving average is $315.05 and its 200-day simple moving average is $305.55. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The stock has a market capitalization of $823.24 billion, a PE ratio of 15.11, a P/E/G ratio of 1.53 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results 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 firm had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.81 EPS. Analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. Company 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.