Alta Capital Management LLC Has $8.20 Million Holdings in JPMorgan Chase & Co. $JPM

Alta Capital Management LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 6.7% in the third quarter, HoldingsChannel reports. The fund owned 26,005 shares of the financial services provider’s stock after selling 1,873 shares during the period. Alta Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $8,203,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC boosted its holdings in JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Viking Global Investors LP increased its position in JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. Montrusco Bolton Investments Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $485,802,000. Finally, International Assets Investment Management LLC bought a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $458,104,000. 71.55% of the stock is owned by institutional investors.

Insider Activity

In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $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 a total of 14,868 shares of company stock worth $4,650,596 over the last three months. Corporate 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: JPMorgan is reorganizing its Commercial & Investment Bank to “maximize” AI and named longtime insider Guy Halamish as COO to lead data and AI strategy — a move management says will accelerate AI deployment, cut friction and potentially lift margins and fee opportunities across the division. JPMorgan’s commercial and investment bank names Halamish as COO to lead AI strategy, memo shows
• Positive Sentiment: Multiple outlets report the internal reorg and Halamish appointment as part of a broader AI push that could support revenue diversification (trading, advisory, tech-enabled services) and reduce long‑run costs — a strategic tailwind that helps explain investor interest despite today’s weakness. JPMorgan is reorganizing its commercial and investment bank as part of its AI push
• Neutral Sentiment: 13F/portfolio filings and fund activity from JPMorgan-controlled funds show shifts into and out of several large names and new positions — notable for institutional flows but not an immediate signal on JPM’s own operating performance. Fund Update: JPMORGAN CHASE & CO Just Disclosed New Holdings
• Neutral Sentiment: JPMorgan strategists continue to publish bullish market views (e.g., on software/AI), which supports fee and trading pipelines over time but is a longer‑term theme rather than a same‑day driver. JP Morgan’s note to investors on software companies
• Negative Sentiment: Political and reputational pressure: a Trump‑related “debanking” story and public attacks from a former Trump adviser over JPM’s credit‑card rates have emerged, increasing regulatory and reputational risk that can pressure retail and institutional sentiment. JPMorgan hints at why it shut down Trump’s bank accounts after $5B lawsuit. Is ‘debanking’ against the law in America?
• Negative Sentiment: Political criticism has already correlated with intraday selling: a prominent Trump adviser publicly blasted JPM’s CEO over card rates, coinciding with a pullback in the stock this morning. That kind of headline risk can amplify short‑term volatility even if fundamentals remain intact. ‘You Are a Criminal’: JPMorgan Stock (JPM) Slides as Trump Adviser Bashes CEO over Credit Card Rates

Analysts Set New Price Targets

Several brokerages have recently issued reports on JPM. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Wells Fargo & Company upped their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Truist Financial set a $334.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $340.18.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $302.68 on Friday. The firm has a market cap of $823.98 billion, a P/E ratio of 15.13, a PEG ratio of 1.52 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The firm’s 50 day moving average price is $315.78 and its two-hundred day moving average price is $307.53.

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 (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The company 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 firm’s revenue 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. On average, 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 declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

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.