CIBC Private Wealth Group LLC Has $1.01 Billion Position in JPMorgan Chase & Co. $JPM

CIBC Private Wealth Group LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the third quarter, according to its most recent filing with the SEC. The firm owned 3,192,322 shares of the financial services provider’s stock after selling 55,705 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.7% of CIBC Private Wealth Group LLC’s portfolio, making the stock its 6th largest position. CIBC Private Wealth Group LLC owned 0.12% of JPMorgan Chase & Co. worth $1,006,954,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Mizuho Securities Co. Ltd. raised its position in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC grew its stake in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. during the third quarter worth approximately $35,000. Finally, Collier Financial bought a new stake in JPMorgan Chase & Co. in the third quarter worth approximately $60,000. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.3%

NYSE JPM opened at $287.68 on Thursday. The company has a market cap of $775.88 billion, a price-to-earnings ratio of 14.38, a P/E/G ratio of 1.19 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 business has a 50 day moving average price of $304.03 and a 200-day moving average price of $308.08. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

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, topping analysts’ consensus estimates 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 company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the firm earned $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s dividend 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 declared a $1.50 quarterly dividend, reaffirming capital return to shareholders and supporting the yield story for income investors. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: The firm unveiled a high‑profile athlete wealth management push (Tom Brady, Dwyane Wade, Megan Rapinoe) aimed at attracting younger/high‑net‑worth clients — a potential long‑term AUM and fee‑revenue driver if it scales. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
• Positive Sentiment: J.P. Morgan Payments and Mastercard launched a virtual card product in Europe targeting accounts‑payable flows — expands payments product set and cross‑sell opportunities for commercial clients. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Neutral Sentiment: JPMorgan hired Goldman veteran Yi Zhang as co‑head of China investment banking and is expanding its Boston footprint (300 jobs) — moves that support future revenue growth but carry near‑term costs. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Neutral Sentiment: JPMorgan set its Q1 earnings call for April 14 — investors will focus on trading revenues, credit metrics and any commentary on private‑credit exposures. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Negative Sentiment: JPMorgan halted plans to underwrite ~$5.3B of Qualtrics debt after weak investor demand and AI‑risk concerns — a sign of strained demand in the leveraged debt market that can reduce fee income and reflects higher underwriting risk. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Reports show JPMorgan is tightening lending to private‑credit funds and marking down loans used as collateral — this both increases capital/credit risk management burden and signals stress in segments that had been growth drivers for banks. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader financial stocks were softer today and JPMorgan research warned that a $90 oil shock could materially pressure the S&P 500 — macro and market‑volatility risks can weigh on trading revenues and loan demand. $90 Oil Threatens 15% S&P 500 Wipeout In 2026, JPMorgan Warns

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 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 transaction of $904,901.47. Following the completion of the sale, 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. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on JPM shares. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Robert W. Baird lifted their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Finally, Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. One 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’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. 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.