JPMorgan Chase & Co. $JPM Shares Sold by Middleton & Co. Inc. MA

Middleton & Co. Inc. MA reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 72,713 shares of the financial services provider’s stock after selling 3,751 shares during the period. JPMorgan Chase & Co. accounts for about 2.5% of Middleton & Co. Inc. MA’s portfolio, making the stock its 8th largest position. Middleton & Co. Inc. MA’s holdings in JPMorgan Chase & Co. were worth $22,936,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in JPM. Creative Planning grew its position in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares during the period. Aviva PLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.0% during the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after acquiring an additional 126,742 shares during the period. Triangle Securities Wealth Management lifted its holdings in shares of JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after acquiring an additional 3,191 shares during the period. Kelman Lazarov Inc. boosted its stake in shares of JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $534,000. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan projects resilient 2026 net interest income (NII) — management is guiding roughly $103B of NII for 2026, signaling the bank expects loan growth, higher card balances and deposit gains to offset rate cuts; that outlook supports earnings durability. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: JPMorgan will match the government’s one-time $1,000 contribution to new children’s “Trump Accounts” for eligible employees — the bank’s participation (and announced employee match) could seed long-term customer relationships, increase deposits and generate interchange/card revenue. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: Quarterly results and profitability backdrop remain solid — JPMorgan’s Jan. 13 quarter beat EPS and revenue estimates, with healthy net margins and ROE that underpin investor confidence in the franchise. (Background: NYSE: JPM quarterly release)
• Positive Sentiment: Short interest fell materially in January — short interest dropped ~13.6% to ~20.1M shares as of Jan. 15, reducing short-squeeze risk and removing some downward pressure on the shares.
• Neutral Sentiment: Asset-management product expansion: J.P. Morgan Asset Management launched a new international active ETF (JIDE) — expands fee-bearing product set but has limited near-term impact on bank-level earnings. JPMorgan International Dynamic ETF (JIDE) launch
• Neutral Sentiment: JPMorgan research and positioning items — firm published sector picks, top shorts and coverage notes (e.g., Vertiv pick, gold/peer commentary). These underscore JPM’s analyst visibility but don’t directly move the bank’s stock. JPMorgan Favors Vertiv
• Negative Sentiment: Some market commentary downplays JPM’s upside vs. challengers — an opinion piece recommends buying Nu Holdings instead of JPMorgan, which can feed rotation flows out of legacy banks into fintech/growth names and create short-term headwinds. Should You Forget JPMorgan and Buy Nu Holdings Stock Instead?

JPMorgan Chase & Co. Price Performance

JPM opened at $306.18 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The stock has a market capitalization of $833.49 billion, a P/E ratio of 15.30, a price-to-earnings-growth ratio of 1.47 and a beta of 1.07. The company’s 50 day simple moving average is $314.59 and its 200-day simple moving average is $306.02. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

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 (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.81 EPS. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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 paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend 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 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 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 $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Robin Leopold sold 966 shares of the business’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock worth $4,951,910 in the last ninety days. 0.47% of the stock is currently owned by insiders.

Analyst Ratings Changes

JPM has been the subject of a number of recent analyst reports. Robert W. Baird set a $280.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Piper Sandler increased their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Finally, UBS Group raised their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, October 7th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and a consensus price target of $336.32.

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.