Cullen Capital Management LLC Sells 40,578 Shares of JPMorgan Chase & Co. $JPM

Cullen Capital Management LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,006,665 shares of the financial services provider’s stock after selling 40,578 shares during the quarter. JPMorgan Chase & Co. comprises about 3.5% of Cullen Capital Management LLC’s investment portfolio, making the stock its biggest position. Cullen Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $317,532,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. boosted its stake in 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 valued at $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC increased its position in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the period. Finally, Clarity Asset Management Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction on 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 transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on 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 owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,868 shares of company stock worth $4,650,596 over the last ninety days. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $302.62 on Friday. The stock has a market cap of $823.82 billion, a price-to-earnings ratio of 15.12, a P/E/G ratio of 1.48 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company’s fifty day moving average is $315.53 and its 200 day moving average is $307.56. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the business earned $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed 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 dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Bank reorg/AI focus — JPMorgan named Guy Halamish as COO of its Commercial & Investment Bank to lead data and AI strategy, signaling management is prioritizing efficiency and revenue growth from AI initiatives. JPMorgan names Halamish as COO (Reuters)
• Positive Sentiment: Capital return for preferred holders — the firm declared dividends on Series II and OO preferred shares, a sign of capital allocation discipline and predictability for preferred investors. JPMorganChase Declares Preferred Stock Dividends (BusinessWire)
• Neutral Sentiment: 10-K filed — JPMorgan filed its Form 10-K for fiscal 2025 (available on the SEC/IR sites); routine but provides full-year detail investors will parse for capital, credit and risk metrics. JPMorganChase Files Form 10-K (BusinessWire)
• Neutral Sentiment: Analyst activity — mixed analyst notes (including a recent Neutral/upgrade from Baird and a Barclays reaffirmation) keep consensus views varied; these are headline drivers but not a clear catalyst. JPMorgan Chase upgraded to Neutral (Yahoo) Barclays reaffirms Buy (MarketScreener)
• Negative Sentiment: Institutional trimming — a Barclays PLC 13F update shows a ~31% reduction in its JPM position as of 12/31/25, highlighting potential selling pressure or portfolio rebalancing by a major investor. Fund Update: BARCLAYS PLC New Holdings (Quiver Quant)
• Negative Sentiment: Legal overhang — a federal judge rejected JPMorgan’s bid to dismiss a class action over its cash sweep program, so litigation risk and potential remediation costs remain on the horizon. Judge Rejects JPMorgan Bid to Kill Cash Sweep Lawsuit (PYMNTS)

Analyst Ratings Changes

Several research firms recently commented on JPM. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Truist Financial set a $334.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a research report on Tuesday, February 3rd. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $340.18.

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.