AGF Management Ltd. Has $169.94 Million Stock Position in JPMorgan Chase & Co. $JPM

AGF Management Ltd. cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 538,767 shares of the financial services provider’s stock after selling 60,627 shares during the quarter. AGF Management Ltd.’s holdings in JPMorgan Chase & Co. were worth $169,943,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter worth $26,000. Mizuho Securities Co. Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC raised its holdings in JPMorgan Chase & Co. by 92.6% during 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. grew its stake 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 worth $63,000 after buying an additional 101 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 14,868 shares of company stock valued at $4,650,596 over the last quarter. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Down 2.3%

Shares of NYSE:JPM opened at $310.91 on Thursday. The company has a market cap of $846.36 billion, a price-to-earnings ratio of 15.54, a PEG ratio of 1.55 and a beta of 1.07. The firm’s 50-day simple moving average is $316.05 and its 200-day simple moving average is $307.56. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the company posted $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Analysts Set New Price Targets

JPM has been the topic of a number of research reports. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. CICC Research initiated coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. Wells Fargo & Company increased their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Finally, Daiwa Securities Group increased their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus 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: JPMorgan led/arranged major financing for Databricks (part of a $5B equity raise and $2B debt financing), highlighting ongoing investment‑banking and debt‑origination deal flow that should support fee revenue. Databricks funding
• Positive Sentiment: JPMorgan is part of a $3.6B syndicated credit facility for IREN (reported by MarketBeat), showing the bank’s role in large corporate lending and syndicated finance — a positive for interest income and arrangement fees. IREN financing
• Positive Sentiment: J.P. Morgan is the bookrunner on a 12M ADS secondary offering for LATAM Airlines — a reminder of steady ECM advisory and underwriting activity that generates fees for the bank. LATAM secondary offering
• Positive Sentiment: Analyst/strategy commentary from JPMorgan (CNBC interview and Zacks coverage) remains bullish on the market and highlights JPMorgan’s favorable earnings/price-strength narrative — supportive for investor sentiment around the bank’s trading and markets franchise. CNBC interview Zacks stock to watch
• Neutral Sentiment: Large Q4 2025 13F disclosures from JPMorgan’s funds show big reductions in passive ETF and mega‑cap tech positions (VOO, IVV, NVDA, MSFT, AMZN, META) while opening new positions (IVOL, ABVX, UL). This signals active repositioning by asset‑management units — relevant to fee generation but not an immediate earnings surprise. 13F fund update
• Neutral Sentiment: JPMorgan disclosed a 7.28% stake in Hexagon Composites via its securities arm — a regulatory filing that matters for transparency but is unlikely to move JPM’s share price materially. Hexagon stake disclosure
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — investor‑relations communications that may reiterate guidance or strategy but typically have limited immediate market impact. UBS conference transcript
• Negative Sentiment: A technical/cycle note (TalkMarkets) suggests JPM may be ending an April cycle and could face a corrective move — this kind of commentary can amplify risk‑off flows into bank shares and pressure short‑term performance. Cycle/correction note

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.