Evergreen Capital Management LLC Sells 1,742 Shares of JPMorgan Chase & Co. $JPM

Posted by ABMN Staff on Jan 27th, 2026

Evergreen Capital Management LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 90,432 shares of the financial services provider’s stock after selling 1,742 shares during the period. JPMorgan Chase & Co. comprises about 0.7% of Evergreen Capital Management LLC’s holdings, making the stock its 23rd largest position. Evergreen Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $28,525,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of JPM. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 28,813.7% during 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 in the last quarter. Viking Global Investors LP boosted its holdings in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. Montrusco Bolton Investments Inc. bought a new stake in JPMorgan Chase & Co. in the 2nd quarter worth about $485,802,000. Finally, International Assets Investment Management LLC bought a new stake in JPMorgan Chase & Co. in the 2nd quarter worth about $458,104,000. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 1.2%

Shares of JPM stock opened at $301.25 on Tuesday. The stock has a market capitalization of $820.08 billion, a price-to-earnings ratio of 15.05, a PEG ratio of 1.45 and a beta of 1.07. The company’s fifty day simple moving average is $314.47 and its two-hundred day simple moving average is $305.96. 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 0.86.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the business earned $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: Bank stocks seen as entering a “next phase” after 2025—analysts argue resilient consumer spending and shifting sources of bank profitability make JPM and peers attractive, supporting bullish flows into large-cap banks. Why JPM, BAC, and MS Stocks Are Buoyant in Banking’s ‘Next Phase’
Positive Sentiment: Truist nudged its price target slightly higher (to $334), reflecting confidence in JPMorgan’s net interest income outlook after recent quarterly results; incremental analyst support can bolster momentum. JPMorgan’s (JPM) 2026 Net Interest Income Growth Remained a Key Focus at Truist
Neutral Sentiment: JPMorgan completed a $6 billion note issuance (mix of floating and fixed-to-floating) to support liquidity and financing — a routine funding action that markets generally view as prudent rather than alarming. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes to Support Liquidity and Financing
Neutral Sentiment: Research teams at JPMorgan published a Q1 short-list that includes a “flying car” stock recommendation — illustrates JPM’s ongoing markets/research business activity but is unlikely to move JPM shares materially. JPMorgan Says You Should Sell This 1 Flying Car Stock Short Now
Neutral Sentiment: Former JPM strategist Marko Kolanovic warned that silver could fall substantially — market commentary tied to ex-staff views can influence commodity-volatility expectations but doesn’t directly change JPM’s fundamentals. ‘Silver Prices Won’t Last’: Former JPMorgan Strategist Warns of 50% Drop
Neutral Sentiment: JPMorgan notified Treasury Wine Estates that it ceased to be a substantial holder — a small portfolio move with limited relevance to JPM’s core business. JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
Neutral Sentiment: Brokerage consensus remains a “Hold” on JPM — reinforces that analysts see JPM as fairly valued, limiting large directional moves from rating changes alone. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Hold” by Brokerages
Negative Sentiment: President Trump filed a high-profile lawsuit naming JPMorgan and CEO Jamie Dimon, alleging debanking and seeking multibillion-dollar damages — this introduces political, reputational and legal risk that can pressure sentiment and increase headline-driven volatility. Focus: Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street
Negative Sentiment: Broad news coverage and opinion pieces asking whether to sell JPM in light of the lawsuit amplify short-term selling pressure and uncertainty; watch for legal developments and any regulatory inquiries. Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street

Wall Street Analyst Weigh In

JPM has been the topic of several recent analyst reports. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. The Goldman Sachs Group boosted their price objective on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Evercore ISI boosted their price target on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a report on Tuesday, September 30th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and an average target price of $336.32.

View Our Latest Research Report on JPMorgan Chase & Co.

Insider Activity

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last ninety days. 0.47% of the stock is owned by insiders.

About JPMorgan Chase & Co.

(Free Report)

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.