Atlantic Union Bankshares Corp Has $95.41 Million Stock Position in JPMorgan Chase & Co. $JPM

Atlantic Union Bankshares Corp increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 302,473 shares of the financial services provider’s stock after purchasing an additional 2,086 shares during the period. JPMorgan Chase & Co. makes up 1.8% of Atlantic Union Bankshares Corp’s investment portfolio, making the stock its 9th largest holding. Atlantic Union Bankshares Corp’s holdings in JPMorgan Chase & Co. were worth $95,409,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Guerra Advisors Inc raised its holdings in shares of JPMorgan Chase & Co. by 33.4% in the 3rd quarter. Guerra Advisors Inc now owns 17,412 shares of the financial services provider’s stock worth $5,492,000 after acquiring an additional 4,359 shares during the last quarter. Syntax Research Inc. boosted its position in shares of JPMorgan Chase & Co. by 1.5% during the third quarter. Syntax Research Inc. now owns 7,836 shares of the financial services provider’s stock valued at $2,472,000 after buying an additional 119 shares during the last quarter. Murphy Middleton Hinkle & Parker Inc. raised its position in JPMorgan Chase & Co. by 4.2% in the 3rd quarter. Murphy Middleton Hinkle & Parker Inc. now owns 3,002 shares of the financial services provider’s stock valued at $947,000 after buying an additional 121 shares during the last quarter. Strategy Asset Managers LLC boosted its holdings in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Strategy Asset Managers LLC now owns 66,652 shares of the financial services provider’s stock worth $21,024,000 after acquiring an additional 204 shares during the last quarter. Finally, Greykasell Wealth Strategies Inc. grew its stake in shares of JPMorgan Chase & Co. by 15.5% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 7,985 shares of the financial services provider’s stock worth $2,519,000 after acquiring an additional 1,069 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $310.91 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The firm has a market cap of $846.36 billion, a P/E ratio of 15.54, a P/E/G ratio of 1.55 and a beta of 1.07. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm has a 50-day moving average of $316.05 and a 200-day moving average of $307.56.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results 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. 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 for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the firm posted $4.81 EPS. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid 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 payout ratio is presently 29.99%.

More JPMorgan Chase & Co. News

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on JPM. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price on the stock in a research note on Tuesday, February 3rd. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. CICC Research initiated coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. Finally, Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. 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 stock currently has an average rating of “Moderate Buy” and a consensus target price of $340.18.

Insider Activity at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated 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 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 position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were 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 of the company’s stock, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is owned by 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.