JPMorgan Chase & Co. $JPM Shares Sold by Townsquare Capital LLC

Townsquare Capital LLC cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 21.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,585 shares of the financial services provider’s stock after selling 6,847 shares during the period. JPMorgan Chase & Co. accounts for 1.2% of Townsquare Capital LLC’s investment portfolio, making the stock its 19th largest holding. Townsquare Capital LLC’s holdings in JPMorgan Chase & Co. were worth $7,755,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter worth approximately $26,000. Mizuho Securities Co. Ltd. boosted its holdings in shares of 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 acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. during the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC increased its holdings in shares of JPMorgan Chase & Co. by 92.6% in 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 during the period. Finally, Clarity Asset Management Inc. raised its position 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. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on JPM shares. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a report on Tuesday, February 3rd. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. KGI Securities increased their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. Finally, Daiwa Securities Group lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $340.18.

JPMorgan Chase & Co. Trading Up 4.0%

Shares of JPM opened at $322.47 on Monday. 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 firm has a 50 day simple moving average of $315.59 and a 200-day simple moving average of $307.22. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The stock has a market cap of $877.85 billion, a price-to-earnings ratio of 16.12, a price-to-earnings-growth ratio of 1.57 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 billion during 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 firm’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the business posted $4.81 EPS. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal 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 issued 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 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s 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 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 14,868 shares of company stock valued at $4,650,596. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

About JPMorgan Chase & Co.

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.