New York State Common Retirement Fund Has $1.05 Billion Holdings in JPMorgan Chase & Co. $JPM

New York State Common Retirement Fund lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.6% during the third quarter, Holdings Channel reports. The firm owned 3,335,036 shares of the financial services provider’s stock after selling 233,800 shares during the period. JPMorgan Chase & Co. accounts for about 1.4% of New York State Common Retirement Fund’s portfolio, making the stock its 10th largest position. New York State Common Retirement Fund’s holdings in JPMorgan Chase & Co. were worth $1,051,970,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Geode Capital Management LLC grew its holdings in JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after purchasing an additional 300,160 shares during the last quarter. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC grew its stake in JPMorgan Chase & Co. by 28,813.7% in the 2nd 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. Invesco Ltd. grew its stake in JPMorgan Chase & Co. by 4.2% in the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock valued at $4,155,111,000 after buying an additional 577,860 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in JPMorgan Chase & Co. by 1.0% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after acquiring an additional 76,413 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’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 sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 14,868 shares of company stock valued at $4,650,596. Corporate insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

JPM has been the subject of a number of recent analyst reports. Daiwa Securities Group upped their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Piper Sandler boosted their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Finally, The Goldman Sachs Group increased their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $340.18.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: HSBC raised its rating on JPM to Hold following Q4 results, signaling that JPM’s quarterly beat and revenue growth are persuading some sell‑side analysts to become less negative. JPMorgan Chase raised to Hold at HSBC after Q4 results
• Positive Sentiment: JPMorgan strategists highlighted crypto opportunities — arguing bitcoin may be more attractive than gold long-term — which supports JPM’s growing crypto product efforts and could boost fee and trading revenue expectations. Bitcoin May Now Be More Attractive Than Gold Long-Term, Says JPMorgan Strategist
• Positive Sentiment: JPMorgan’s move into regulated stablecoins (JPMD on Base) and banks’ broader stablecoin adoption reinforce JPM’s fintech/crypto positioning, a potential new revenue stream and strategic differentiator. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Neutral Sentiment: JPMorgan completed a $3 billion subordinated notes offering — a capital markets action that strengthens funding/capital but can raise near‑term funding costs; investors will watch regulatory and capital ratios. JPMorgan Chase completes $3 billion subordinated notes offering
• Neutral Sentiment: Coverage and market debates about JPMorgan’s tech strategy and whether recent rate‑driven gains are already priced in leave valuation questions — important for medium/long‑term investors. JPMorgan’s Tech Ambitions Are Real, but Is the Stock a Buy After Rate-Driven Gains?
• Neutral Sentiment: Robert W. Baird moved JPM to “Neutral” (an upgrade in institutional sentiment but not a bullish rating), signaling mixed analyst views despite the beat. Robert W. Baird Upgrades JPMorgan Chase & Co. (NYSE:JPM) to “Neutral”
• Negative Sentiment: JPMorgan commentary that Kevin Warsh would “make the case for rate cuts” (if selected to lead the Fed) raises the prospect of easier policy — a potential headwind for net interest margin and bank profitability. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations from a high‑profile crypto lawyer claiming JPMorgan manipulates bitcoin are reputationally negative and could attract regulatory/PR scrutiny, though such claims don’t yet show concrete legal exposure. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

JPMorgan Chase & Co. Trading Up 4.0%

Shares of JPM stock opened at $322.47 on Friday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The stock has a market cap of $877.85 billion, a price-to-earnings ratio of 16.12, a P/E/G ratio of 1.51 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The firm has a fifty day moving average of $315.59 and a 200-day moving average of $307.04.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results 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 net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 EPS. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 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.