JPMorgan Chase & Co. $JPM is Community Trust & Investment Co.’s 8th Largest Position

Community Trust & Investment Co. lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 134,884 shares of the financial services provider’s stock after selling 1,807 shares during the period. JPMorgan Chase & Co. comprises 2.3% of Community Trust & Investment Co.’s investment portfolio, making the stock its 8th biggest holding. Community Trust & Investment Co.’s holdings in JPMorgan Chase & Co. were worth $43,462,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Mizuho Securities Co. Ltd. grew its stake in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $32,000. Family Legacy Financial Solutions LLC raised its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Finally, Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. during the 4th quarter worth about $52,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group slightly raised its FY2026 EPS estimate for JPMorgan, a signal that some sell‑side forecasts are moving higher and supporting forward earnings expectations. Erste raises FY2026 EPS
• Positive Sentiment: JPMorgan is launching a private‑credit fund that permits 7.5% redemptions — a product push that can expand fee income and AUM, showing the bank is innovating its asset‑management offerings. JPMorgan Plans Private Credit Fund
• Positive Sentiment: Jefferies initiated coverage with a “Hold” and $310 price target—provides a baseline analyst view implying modest upside from current levels. Jefferies starts coverage
• Neutral Sentiment: JPMorgan is conducting large corporate bond underwriting and lending activity (including a widely noted $8B bond sale tied to the EA buyout and a $3.25B credit line extended to Robinhood) — these deals add fee and interest income but expose the bank to underwriting/credit market volatility. JPMorgan launches $8B bond sale Robinhood credit line
• Neutral Sentiment: Market commentary from JPMorgan (Dimon and research notes) highlights big thematic risks and opportunities—AI disruption, a dash‑to‑cash by investors, and tactical views on Bitcoin vs. metals—informing sentiment but not an immediate earnings shock. Jamie Dimon on AI Investors move back to cash
• Negative Sentiment: An investor group (Scott+Scott) is investigating JPMorgan’s directors and officers for alleged fiduciary breaches — litigation/governance risk tends to weigh on bank shares when raised publicly. Investor alert – Scott+Scott probe
• Negative Sentiment: J.P. Morgan strategists warn of a sequential crude‑supply shock from Strait of Hormuz disruptions that could push oil higher in April—higher oil risks inflation, squeezes consumer demand and corporate margins, and is a headwind for banks via market volatility and loan stress. Map shows crude supply risk
• Negative Sentiment: Financial sector weakness (XLF and bank peers off) is pressuring JPM shares as investors de‑risk the space ahead of earnings season and amid rate/inflation uncertainty. Financial stocks decline

Analyst Ratings Changes

Several research analysts have recently issued reports on JPM shares. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Truist Financial decreased their target price on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Finally, HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $338.70.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $291.56 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The business has a 50 day simple moving average of $300.65 and a 200-day simple moving average of $307.64. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The stock has a market capitalization of $786.34 billion, a PE ratio of 14.57, a price-to-earnings-growth ratio of 1.22 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm 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%. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm posted $4.81 EPS. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction dated Friday, January 16th. The shares were 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 document filed with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 72,029 shares of company stock valued at $22,195,693. Corporate insiders own 0.47% of the company’s stock.

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.