Crestwood Advisors Group LLC Cuts Holdings in JPMorgan Chase & Co. $JPM

Crestwood Advisors Group LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 244,691 shares of the financial services provider’s stock after selling 6,267 shares during the quarter. JPMorgan Chase & Co. comprises 1.3% of Crestwood Advisors Group LLC’s investment portfolio, making the stock its 17th largest position. Crestwood Advisors Group LLC’s holdings in JPMorgan Chase & Co. were worth $77,183,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Geode Capital Management LLC raised its stake in JPMorgan Chase & Co. by 0.5% in the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after buying an additional 300,160 shares during the last quarter. Norges Bank acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at approximately $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 purchasing an additional 16,727,530 shares during the last quarter. Invesco Ltd. grew its holdings in JPMorgan Chase & Co. by 4.2% during the second quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after acquiring an additional 577,860 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after purchasing an additional 76,413 shares during the period. Institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on JPM shares. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Wells Fargo & Company reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Finally, Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned 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 $339.73.

Insider Activity

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred 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 completion of the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 71,596 shares of company stock worth $22,067,932. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.1%

JPM opened at $297.33 on Wednesday. The firm has a market capitalization of $801.90 billion, a price-to-earnings ratio of 14.86, a price-to-earnings-growth ratio of 1.45 and a beta of 1.08. The company’s 50 day simple moving average is $314.23 and its two-hundred day simple moving average is $308.35. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the firm earned $4.81 earnings per share. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Management says JPMorgan will be a winner in the AI race and is increasing 2026 tech spend to roughly $20 billion as an investment in long‑term competitiveness and client products. Jamie Dimon Predicts JPMorgan Will Be ‘A Winner’ In AI Race
• Positive Sentiment: JPMorgan signalled higher net interest income (NII) expectations, mid‑teen markets/IB fee growth and a target ROTCE (~17%), signaling management confidence in revenue drivers that support earnings. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Neutral Sentiment: CEO Jamie Dimon confirmed he plans to remain CEO “for a few more years,” giving investors clarity on succession timing (reduces uncertainty around leadership transition). Dimon says he will remain CEO for a few years
• Neutral Sentiment: The firm hosted an in‑person investor company update (transcripts and Q&A circulated) that outlined strategy and large ongoing investments — helpful for modeling but raises near‑term expense questions. Executive Q&A Transcript
• Negative Sentiment: Dimon warned markets resemble the run‑up to 2008 and said rivals are doing “dumb things” on credit — comments heightened investor concern about loosening underwriting and a surprise in the credit cycle. Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
• Negative Sentiment: Market reaction: investors sold financials on growing worries about private‑credit and AI‑linked dislocations; news flows cited a wider sector pullback that pressured JPM stock. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: JPMorgan acknowledged closing accounts tied to Donald Trump after Jan. 6 in court filings — a political/legal headline that adds reputational and litigation risk. JPMorgan Acknowledges Shutting Down Trump Accounts

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.