JPMorgan Chase & Co. $JPM Position Lowered by Stock Yards Bank & Trust Co.

Stock Yards Bank & Trust Co. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 354,677 shares of the financial services provider’s stock after selling 6,906 shares during the quarter. JPMorgan Chase & Co. makes up approximately 3.5% of Stock Yards Bank & Trust Co.’s portfolio, making the stock its 5th biggest position. Stock Yards Bank & Trust Co.’s holdings in JPMorgan Chase & Co. were worth $111,875,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of JPM. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter worth $26,000. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the third 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. Mizuho Securities Co. Ltd. boosted its holdings in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Finally, Clarity Asset Management Inc. grew its stake in JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $305.59 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock has a market capitalization of $831.90 billion, a price-to-earnings ratio of 15.27, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. The company has a 50-day simple moving average of $314.74 and a two-hundred day simple moving average of $306.14.

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 the consensus estimate of $4.93 by $0.30. The business had revenue of $46.77 billion for 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%.JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. During the same period last year, the firm posted $4.81 earnings per share. Analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is 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 presently 29.99%.

Insider Buying and Selling

In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction 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 completion of the sale, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction 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 owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This trade represents a 4.95% 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. News Summary

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

• Positive Sentiment: Acquisition expands wealth footprint in UK — JPMorgan acquired WealthOS, a UK pensions platform, bolstering its wealth-management and recurring-fees business in Europe, which supports long-term revenue diversification. JPMorgan (JPM) Buys UK Pensions Platform WealthOS
• Positive Sentiment: New ETF launch targets international flows — JPM launched an active international ETF focused on developed markets, giving the firm an additional product to capture asset-gathering and management fees as investors diversify away from U.S. equities. Global Diversification Is Back: JPMorgan Launches New Active International ETF
• Neutral Sentiment: Participation in government “Trump Accounts” program — JPMorgan is listed as a supporting partner for the new youth tax-advantaged accounts, which could drive deposits and interchange/credit-card volume, but political exposure and program details leave net benefit uncertain. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Neutral Sentiment: Research publications drive market narratives but limited direct P&L impact — JPMorgan’s in-house research warned silver could fall to $50 (which may influence commodities trading flows) and the firm has published stock picks and short ideas; these items shape market positioning but are unlikely to meaningfully change JPM’s core earnings immediately. Silver Price Predictions: Why JPMorgan Warns Silver Will Crash Back to $50 in 2026 JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Third‑party sell-side/market commentary favors alternatives — some analyst/commentary pieces recommend switching from JPM to peers or fintech competitors (e.g., Nu Holdings), which can pressure JPM stock via flow rotation and sentiment even as JPM’s fundamentals remain solid. Should You Forget JPMorgan Chase and Buy Nu Holdings Stock Instead?

Analyst Ratings Changes

JPM has been the topic of a number of analyst reports. Wells Fargo & Company increased their price objective on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. The Goldman Sachs Group boosted their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Finally, Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $336.82.

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.