Avity Investment Management Inc. Sells 2,018 Shares of JPMorgan Chase & Co. $JPM

Avity Investment Management Inc. lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 98,192 shares of the financial services provider’s stock after selling 2,018 shares during the period. JPMorgan Chase & Co. makes up approximately 2.2% of Avity Investment Management Inc.’s holdings, making the stock its 20th largest position. Avity Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $30,973,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Aldebaran Financial Inc. grew its holdings in JPMorgan Chase & Co. by 1.1% in the 3rd quarter. Aldebaran Financial Inc. now owns 11,628 shares of the financial services provider’s stock valued at $3,668,000 after buying an additional 131 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of JPMorgan Chase & Co. during the third quarter worth approximately $47,953,000. Danske Bank A S acquired a new position in shares of JPMorgan Chase & Co. during the third quarter worth approximately $696,885,000. GM Advisory Group LLC boosted its position in shares of JPMorgan Chase & Co. by 1.5% in the third quarter. GM Advisory Group LLC now owns 33,357 shares of the financial services provider’s stock valued at $10,522,000 after acquiring an additional 491 shares during the period. Finally, Kozak & Associates Inc. boosted its position in shares of JPMorgan Chase & Co. by 2.6% in the third quarter. Kozak & Associates Inc. now owns 7,448 shares of the financial services provider’s stock valued at $2,237,000 after acquiring an additional 189 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.3%

Shares of JPM stock opened at $286.88 on Wednesday. The firm has a fifty day moving average of $304.81 and a 200-day moving average of $308.22. The stock has a market cap of $773.72 billion, a price-to-earnings ratio of 14.34, a P/E/G ratio of 1.18 and a beta of 1.06. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate 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 net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 EPS. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were 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 in the company, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 sale, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on JPM. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Daiwa Securities Group raised their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. CICC Research began 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. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $340.00.

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.