Freemont Management S.A. Cuts Holdings in JPMorgan Chase & Co. $JPM

Freemont Management S.A. decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 88.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,000 shares of the financial services provider’s stock after selling 8,000 shares during the quarter. Freemont Management S.A.’s holdings in JPMorgan Chase & Co. were worth $315,000 at the end of the most recent reporting period.

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

Insider Activity

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s 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 transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the sale, the insider owned 65,353 shares in the company, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 over the last three months. Company insiders own 0.47% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Chase will open 160+ new branches in 2026 to drive deposits, cross‑selling and fee income beyond net interest margin — a tangible growth push that supports longer‑term revenue diversification. Read More.
• Positive Sentiment: JPMorgan filed to move/dismiss President Trump’s $5B “debanking” lawsuit and argued CEO Jamie Dimon was wrongly named — an aggressive legal defense that, if it succeeds, reduces headline/litigation risk. Read More.
• Positive Sentiment: Analyst coverage remains constructive (average “Moderate Buy”); commentary noting potential mortgage share gains if capital rules ease provides a supportive backdrop for future fee and NII growth. Read More.
• Neutral Sentiment: JPMorgan research raised its 2026 gold forecast sharply — relevant for macro/trading desks and investor clients but not a direct bank fundamental driver. Read More.
• Neutral Sentiment: JPMorgan initiated coverage on TIC Solutions and published other sector/research notes (e.g., robotics opportunity flagged for other stocks) — shows active research flow but limited direct impact on JPM’s P&L. Read More.
• Neutral Sentiment: Reports that JPMorgan is in talks to serve as banker for an international reconstruction vehicle (“Board of Peace”) are preliminary and speculative — potential upside in advisory fees but uncertain at this stage. Read More.
• Negative Sentiment: Regulatory hit in Europe: JPMorgan’s EU arm was fined €12.18M by the ECB for years of misreporting risk‑weighted assets and capital data — signals control lapses in the region and raises compliance/reputational risk (fine amount is small relative to JPM’s scale but the governance issue is noteworthy). Read More.
• Negative Sentiment: Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M) and reports show Jamie Dimon sold stock (reported ~$21M); several other insiders also trimmed positions. Large, high‑profile sales are weighing on near‑term sentiment even if they could reflect diversification or tax planning. Read More. and Read More.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $310.75 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm’s 50 day moving average price is $315.05 and its 200 day moving average price is $307.98. The company has a market cap of $838.09 billion, a P/E ratio of 15.53, a PEG ratio of 1.50 and a beta of 1.07. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the company posted $4.81 EPS. On average, research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a $1.50 dividend. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. The Goldman Sachs Group upped 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. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $339.73.

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.