Barclays Reaffirms “Buy” Rating for JPMorgan Chase & Co. (NYSE:JPM)

Posted by Jeff Wilder on Feb 15th, 2026

JPMorgan Chase & Co. (NYSE:JPM)‘s stock had its “buy” rating restated by Barclays in a research note issued to investors on Friday,MarketScreener reports.

Several other analysts have also commented on JPM. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Robert W. Baird raised shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective on the stock in a research note on Tuesday, February 3rd. Piper Sandler boosted their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $340.18.

Read Our Latest Report on JPM

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $302.62 on Friday. The company has a 50 day simple moving average of $315.53 and a two-hundred day simple moving average of $307.63. The stock has a market cap of $823.82 billion, a price-to-earnings ratio of 15.12, a PEG ratio of 1.48 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results 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 the consensus estimate of $45.98 billion. During the same period in the previous year, the firm posted $4.81 earnings per share. The firm’s quarterly 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 year.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% 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, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were 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. The trade was a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 14,868 shares of company stock worth $4,650,596. Corporate insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On JPMorgan Chase & Co.

A number of hedge funds have recently modified their holdings of JPM. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Timmons Wealth Management LLC acquired a new position in JPMorgan Chase & Co. during the fourth quarter worth $27,000. Mizuho Securities Co. Ltd. boosted its stake in 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 buying an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $32,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

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)

JPMorgan Chase & Co. Company Profile

(Get 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.