Vestmark Advisory Solutions Inc. Acquires 10,341 Shares of JPMorgan Chase & Co. $JPM

Vestmark Advisory Solutions Inc. lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 23.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 53,803 shares of the financial services provider’s stock after buying an additional 10,341 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in JPMorgan Chase & Co. were worth $16,971,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of JPM. Bleakley Financial Group LLC boosted its position in JPMorgan Chase & Co. by 1.4% during the 3rd quarter. Bleakley Financial Group LLC now owns 109,271 shares of the financial services provider’s stock valued at $34,467,000 after buying an additional 1,496 shares during the period. Adapt Wealth Advisors LLC purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at about $393,000. Alliance Wealth Advisors LLC UT raised its stake in shares of JPMorgan Chase & Co. by 12.3% during the third quarter. Alliance Wealth Advisors LLC UT now owns 1,996 shares of the financial services provider’s stock valued at $630,000 after acquiring an additional 219 shares during the last quarter. Inspire Trust Co. N.A. boosted its holdings in shares of JPMorgan Chase & Co. by 2.3% during the third quarter. Inspire Trust Co. N.A. now owns 30,700 shares of the financial services provider’s stock worth $9,684,000 after purchasing an additional 700 shares during the period. Finally, Lansforsakringar Fondforvaltning AB publ grew its stake in shares of JPMorgan Chase & Co. by 2.3% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 933,180 shares of the financial services provider’s stock worth $294,353,000 after purchasing an additional 20,894 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the completion of the transaction, the insider directly owned 65,353 shares in the company, valued at $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Stock Performance

JPM stock opened at $299.10 on Friday. The company has a market cap of $806.69 billion, a P/E ratio of 14.95, a price-to-earnings-growth ratio of 1.24 and a beta of 1.07. 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 0.85. The stock’s fifty day moving average price is $313.51 and its 200-day moving average price is $308.48.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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 during the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the business posted $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. 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 presently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: NSE invited investment banks, including JPMorgan, to pitch for its IPO—this is potential investment-banking revenue opportunity if JPM wins a role. NSE invites investment banks to pitch for managing IPO
• Positive Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — marketing/research product that supports asset-gathering and client retention. J.P. Morgan Asset Management Releases 2026 Guide to Retirement
• Positive Sentiment: Financial sector strength helped offset losses in chipmakers in U.S. session coverage — a modest market tailwind for bank stocks including JPM. US Equity Indexes Mixed as Financials Help Partially Offset Sell-Off in Chipmakers
• Neutral Sentiment: JPMorgan’s research desk upgraded Group 1 Automotive (GPI) to Overweight — shows active research business but limited direct impact on JPM share fundamentals. JPMorgan Upgrades Group 1 Automotive (GPI) to Overweight From Neutral
• Neutral Sentiment: JPMorgan research published a bullish Nvidia price target — highlights the bank’s research prominence but does not materially affect JPM’s own earnings. JPMorgan Gives Bold Nvidia Stock Price Target, But Market’s Not Buying It
• Negative Sentiment: CEO Jamie Dimon warned that AI could displace jobs and urged policymakers and firms to prepare now — his cautious tone (and repeated comments comparing current conditions to pre-2008) raises risk-off sentiment and regulatory/policy concern among investors. Jamie Dimon Says ‘Now’s The Time’ To Prepare For Automation’s Worker Impact, Warns AI Could Displace Jobs
• Negative Sentiment: Investigative reporting shows some JPM bankers maintained ties to Jeffrey Epstein after the bank fired him as a client — a reputational/legal risk that can weigh on sentiment. How JPMorgan’s Bankers Stayed Close to Epstein After Bank Fired Him as a Client
• Negative Sentiment: Analyst notes: Truist trimmed JPMorgan’s near-term price target (and some outlets report lowered expectations), keeping a Hold but raising long-term EPS views — that signals mixed analyst sentiment and can pressure the stock. Truist Cuts JPMorgan (JPM) Target While Increasing Long-Term Earnings Estimates Truist Financial Has Lowered Expectations for JPMorgan Chase & Co.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Daiwa Securities Group upped 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. The Goldman Sachs Group raised their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Finally, Piper Sandler raised their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $339.55.

JPMorgan Chase & Co. Company 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.