JPMorgan Chase & Co. $JPM Shares Sold by Welch & Forbes LLC

Posted by ABMN Staff on Feb 9th, 2026

Welch & Forbes LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 671,288 shares of the financial services provider’s stock after selling 8,560 shares during the period. JPMorgan Chase & Co. accounts for 2.6% of Welch & Forbes LLC’s holdings, making the stock its 7th largest position. Welch & Forbes LLC’s holdings in JPMorgan Chase & Co. were worth $211,744,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of JPM. Peterson Wealth Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after acquiring an additional 33 shares during the last quarter. TradeWell Securities LLC. grew its position in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after acquiring an additional 34 shares during the last quarter. Sharkey Howes & Javer increased its holdings in JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares in the last quarter. Granite Group Advisors LLC raised its position in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares during the last quarter. Finally, JFS Wealth Advisors LLC boosted its stake in JPMorgan Chase & Co. by 0.4% in the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock worth $2,290,000 after purchasing an additional 35 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $322.47 on Monday. The firm’s 50 day simple moving average is $315.59 and its 200 day simple moving average is $307.22. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a market capitalization of $877.85 billion, a price-to-earnings ratio of 16.12, a P/E/G ratio of 1.57 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during 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 business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.81 earnings per share. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. 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 transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated 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 directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is owned by company insiders.

More JPMorgan Chase & Co. News

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

Analyst Ratings Changes

JPM has been the subject of a number of research analyst reports. KGI Securities lifted their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price for the company. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Freedom Capital raised 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 and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $340.18.

Read Our Latest Stock Analysis on JPM

JPMorgan Chase & Co. Profile

(Free Report)

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.