40,995 Shares in JPMorgan Chase & Co. $JPM Bought by Tradewinds LLC.

Tradewinds LLC. acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 40,995 shares of the financial services provider’s stock, valued at approximately $12,931,000. JPMorgan Chase & Co. makes up approximately 3.1% of Tradewinds LLC.’s portfolio, making the stock its 4th largest position.

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Robert W. Baird set a $280.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. The Goldman Sachs Group lifted their target price on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $336.32.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is listed among banks and card networks supporting the new government “Trump Accounts” program, which could drive new deposit flows and interchange/card revenue from accounts for minors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Positive Sentiment: JPMorgan will match the government’s one‑time $1,000 contribution to eligible employees’ new children’s retirement accounts — a move that can boost employee goodwill and funnel additional retail deposits. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: J.P. Morgan Asset Management launched the JPMorgan International Dynamic ETF (JIDE), expanding fee-bearing product lineup and offering another distribution/fees channel. JPMorgan International Dynamic ETF (JIDE) Launch
• Positive Sentiment: Management’s 2026 net interest income (NII) guide — roughly $103B according to coverage — signals resilience even with expected rate cuts, backing earnings stability via loans, card balances and deposit repricing. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: Short interest in JPM declined meaningfully in January (about a 13.6% drop to ~20.1M shares), reducing potential short‑squeeze volatility and signaling less bearish positioning.
• Neutral Sentiment: JPMorgan research released top short ideas and sector picks (e.g., Vertiv growth pick); this is notable for market flow but does not directly change JPM’s fundamentals. JPMorgan Just Revealed its Top Short Ideas
• Neutral Sentiment: Asset Management hires (Pam Hess as retirement strategist) and continued AI investment programs keep JPM positioned operationally but are execution-level items rather than immediate stock drivers. Pam Hess Appointment
• Negative Sentiment: President Trump’s $5B lawsuit against JPMorgan over alleged politically motivated account closures raises regulatory, legal and reputational risk that could weigh on sentiment and invite political scrutiny. Trump’s lawsuit against JPMorgan

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of JPM opened at $300.89 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a fifty day simple moving average of $314.44 and a two-hundred day simple moving average of $306.02. The stock has a market capitalization of $819.09 billion, a P/E ratio of 15.04, a PEG ratio of 1.47 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.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly 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 return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the business earned $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be given a $1.50 dividend. 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 (DPR) is currently 29.99%.

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.