iA Global Asset Management Inc. Has $84.95 Million Position in JPMorgan Chase & Co. $JPM

iA Global Asset Management Inc. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 269,303 shares of the financial services provider’s stock after buying an additional 13,769 shares during the period. JPMorgan Chase & Co. comprises approximately 1.2% of iA Global Asset Management Inc.’s portfolio, making the stock its 19th biggest position. iA Global Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $84,946,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares during the period. Acorns Advisers LLC grew its position in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. Wagner Wealth Management LLC increased its stake in JPMorgan Chase & Co. by 1.2% in the 2nd quarter. Wagner Wealth Management LLC now owns 4,726 shares of the financial services provider’s stock valued at $1,370,000 after buying an additional 55 shares during the period. Symmetry Partners LLC increased its stake in JPMorgan Chase & Co. by 28.9% in the 2nd quarter. Symmetry Partners LLC now owns 2,425 shares of the financial services provider’s stock valued at $703,000 after buying an additional 544 shares during the period. Finally, Addenda Capital Inc. lifted its position in JPMorgan Chase & Co. by 7.9% in the 2nd quarter. Addenda Capital Inc. now owns 62,232 shares of the financial services provider’s stock worth $18,042,000 after buying an additional 4,544 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. 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 transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 15,834 shares of company stock worth $4,951,910. Insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

JPM has been the topic of several research analyst reports. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. HSBC reaffirmed a “hold” rating and set a $245.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Robert W. Baird set a $280.00 price target on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $336.82.

Trending Headlines about JPMorgan Chase & Co.

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?

JPMorgan Chase & Co. Stock Down 0.3%

Shares of JPM stock opened at $305.59 on Friday. The stock’s 50 day simple moving average is $314.74 and its 200 day simple moving average is $306.28. 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 twelve month low of $202.16 and a twelve month high of $337.25. The company has a market capitalization of $831.90 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.50 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 (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the business earned $4.81 earnings per share. The company’s revenue was up 7.1% on a year-over-year basis. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

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.