JPMorgan Chase & Co. $JPM Position Lessened by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 39,196 shares of the financial services provider’s stock after selling 1,750 shares during the period. JPMorgan Chase & Co. makes up about 2.5% of Contravisory Investment Management Inc.’s holdings, making the stock its 4th largest holding. Contravisory Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $12,630,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in JPM. Mizuho Securities Co. Ltd. boosted its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC increased its position in shares of 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 worth $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. in the third quarter valued at approximately $35,000. Finally, Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $52,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research reports. Wells Fargo & Company cut their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Daiwa Securities Group lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Jefferies Financial Group assumed coverage on JPMorgan Chase & Co. in a research note on Thursday. They issued a “hold” rating and a $310.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $338.70.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated 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 transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Trading Down 1.3%

JPM stock opened at $291.56 on Friday. The company 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. 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. has a one year low of $202.16 and a one year high of $337.25. The company’s 50 day moving average price is $300.65 and its two-hundred day moving average price is $307.64.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 EPS. The firm’s revenue was up 7.1% on a year-over-year basis. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Roundup

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

About JPMorgan Chase & Co.

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.