12,514 Shares in JPMorgan Chase & Co. $JPM Purchased by Cumberland Partners Ltd

Cumberland Partners Ltd bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, HoldingsChannel reports. The institutional investor bought 12,514 shares of the financial services provider’s stock, valued at approximately $3,947,000.

Several other large investors also recently modified their holdings of JPM. Geode Capital Management LLC increased its position 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 worth $17,646,506,000 after buying an additional 300,160 shares during the last quarter. Norges Bank bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC grew its stake in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after acquiring an additional 16,727,530 shares during the period. Invesco Ltd. increased its holdings in JPMorgan Chase & Co. by 4.2% in the 2nd 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 last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in JPMorgan Chase & Co. by 1.0% in 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 valued at $2,181,338,000 after acquiring an additional 76,413 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Goldman/TipRanks coverage highlights a bullish view: an analyst maintained a Buy stance citing upgraded 2026 growth outlook, AI-driven productivity gains and strong capital deployment capacity, supporting upside for JPM. JPMorgan: Buy Rating
• Positive Sentiment: NSE IPO pitch: The National Stock Exchange invited global banks, including JPMorgan, to pitch to manage its IPO — a potential fee pool and relationship with a large exchange if JPM wins underwriting/Advisory roles. NSE invites investment banks
• Positive Sentiment: JPMorgan says investment banking and markets revenue are holding up amid uncertainty — signaling the bank expects fee and trading revenue resilience that supports near-term revenue outlook. Investment banking outlook
• Positive Sentiment: JPMorgan is listed among new members of an Agentic AI governance effort, underlining the bank’s role in shaping AI standards — positive for strategic positioning around AI-driven products/services. Agentic AI governance
• Neutral Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — a routine marketing/product update that supports asset-management distribution but is unlikely to move the stock materially. Guide to Retirement
• Neutral Sentiment: Tech investment theme: coverage reiterates JPMorgan plans ~ $19.8B in tech spend for 2026 (GenAI, core modernization). That’s a strategic growth/efficiency investment but raises near-term expense — a mixed/neutral catalyst. Tech spend story
• Negative Sentiment: CEO Jamie Dimon warned repeatedly that current market and credit behavior show parallels to pre-2008 conditions and said his “anxiety is high” — comments that inject macro/credit-cycle risk sentiment and can pressure bank multiples. Dimon warnings
• Negative Sentiment: Truist trimmed its price target slightly (to $330 from $334) and kept a Hold — a small analyst headwind that can temper near-term enthusiasm despite modest upside remaining. Truist target change

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the sale, the chief financial officer directly owned 23,804 shares of the company’s stock, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the transaction, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 over the last quarter. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.9%

Shares of JPM stock opened at $306.12 on Friday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The business’s fifty day moving average is $313.86 and its 200 day moving average is $308.31. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market capitalization of $825.61 billion, a PE ratio of 15.30, a price-to-earnings-growth ratio of 1.26 and a beta of 1.07.

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, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the company earned $4.81 EPS. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Wall Street Analyst Weigh In

JPM has been the subject of a number of research reports. Piper Sandler increased their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Wells Fargo & Company reduced their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $339.55.

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.