Bridges Investment Management Inc. Sells 3,054 Shares of JPMorgan Chase & Co. $JPM

Bridges Investment Management Inc. trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 527,676 shares of the financial services provider’s stock after selling 3,054 shares during the quarter. JPMorgan Chase & Co. makes up about 2.1% of Bridges Investment Management Inc.’s portfolio, making the stock its 11th largest holding. Bridges Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $166,445,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the period. Acorns Advisers LLC grew its holdings in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the last quarter. Petros Family Wealth LLC increased its position in JPMorgan Chase & Co. by 5.4% in the 2nd quarter. Petros Family Wealth LLC now owns 5,772 shares of the financial services provider’s stock valued at $1,673,000 after acquiring an additional 294 shares during the period. Sendero Wealth Management LLC raised its stake in shares of JPMorgan Chase & Co. by 1.0% during the second quarter. Sendero Wealth Management LLC now owns 5,659 shares of the financial services provider’s stock valued at $1,641,000 after acquiring an additional 57 shares during the last quarter. Finally, PUREfi Wealth LLC lifted its holdings in shares of JPMorgan Chase & Co. by 13.2% during the second quarter. PUREfi Wealth LLC now owns 5,472 shares of the financial services provider’s stock worth $1,586,000 after purchasing an additional 638 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 1.2%

JPMorgan Chase & Co. stock opened at $318.13 on Wednesday. The stock has a fifty day simple moving average of $316.07 and a two-hundred day simple moving average of $307.54. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The firm has a market cap of $866.03 billion, a price-to-earnings ratio of 15.90, a PEG ratio of 1.57 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion for 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 firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.81 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Baird moved JPMorgan to Neutral after the strong Q4 results, highlighting the firm’s beat on revenue and EPS that supports near‑term earnings momentum. Baird Upgrade
• Positive Sentiment: HSBC upgraded JPM to Hold and set a $319 price target, signaling some analyst support after recent weakness and helping limit downside. HSBC Upgrade
• Positive Sentiment: JPMorgan says bespoke municipal‑bond accounts grew to $1.3T — a positive for fee income and asset‑management scale. Muni Accounts Growth
• Positive Sentiment: JPMorgan arranged financing in Databricks’ $5B raise (including $2B debt led by JPM), a win for investment‑banking/credit revenue. Databricks Financing
• Neutral Sentiment: JPMorgan Asset Management announced cash distributions for several TSX‑listed JPM ETFs — routine for the asset‑management business and unlikely to move the stock materially. ETF Distributions
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — useful for management tone/guidance but no market‑moving surprises reported. UBS Conference Transcript
• Neutral Sentiment: JPMorgan research and analyst calls are influencing tech names (e.g., commentary lifting Figma/Shopify), showing the bank’s research sway but only an indirect impact on JPM stock. Figma Article Shopify Article
• Negative Sentiment: JPMorgan Global Research warns home prices may fall fastest in parts of the Sun Belt and West Coast — a macro call that raises concerns about regional mortgage/consumer credit exposure. Housing Forecast
• Negative Sentiment: Some technical/market commentary flags a potential near‑term correction after recent gains, which can amplify selling pressure in the stock. Technical Correction Note

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on JPM shares. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a report on Thursday, October 23rd. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Truist Financial set a $334.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $340.18.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on 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 transaction, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a legal filing 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 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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 14,868 shares of company stock worth $4,650,596. 0.47% of the stock is owned by company insiders.

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.