Glenview Trust Co Trims Stock Position in JPMorgan Chase & Co. $JPM

Glenview Trust Co lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 407,339 shares of the financial services provider’s stock after selling 2,792 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.0% of Glenview Trust Co’s portfolio, making the stock its 12th largest holding. Glenview Trust Co’s holdings in JPMorgan Chase & Co. were worth $128,487,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. in the 2nd quarter worth approximately $26,000. Mizuho Securities Co. Ltd. lifted its stake in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC boosted its holdings in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares in the last quarter. Finally, Collier Financial purchased a new stake in JPMorgan Chase & Co. during the third quarter worth $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 432 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,596 shares of company stock worth $22,067,932 in the last 90 days. 0.47% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. The Goldman Sachs Group raised their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. 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, CICC Research started coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $339.73.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: CEO stability — Jamie Dimon told investors he plans to remain CEO “for a few years,” removing near‑term succession uncertainty. JPMorgan’s Dimon says he will remain CEO for a few years
• Positive Sentiment: Management pushed back on AI doom narratives — Dimon and other executives told investors AI is not an existential threat to JPMorgan’s business, which may calm long‑term disruption fears. Jamie Dimon Dismisses Fears Over How AI Will Hit JPMorgan
• Positive Sentiment: Analyst support / price targets remain constructive — recent analyst coverage still skews positive with multiple price targets above current levels, a potential anchor for buyers once volatility eases. $JPM stock is down 5% today. Here’s what we see in our data.
• Neutral Sentiment: Investor update / cost program — management held an in‑person company update to justify a multibillion-dollar weekly spending program ($2B/week reported by several outlets). This explains higher near‑term expense guidance but was framed as investment for growth. JPMorgan Chase Hosts Investor Company Update and Outlook
• Negative Sentiment: Broad financials sell‑off and credit fears — JPM shares fell amid a sector‑wide rout tied to mounting worries about private credit and AI‑linked credit risks, pressuring bank multiple and sentiment. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: Insider selling / large churn in holdings — public datasets show substantial insider sales (including Dimon) and notable institutional rebalancings, which can amplify downside during market stress. $JPM stock is down 5% today. Here’s what we see in our data.
• Negative Sentiment: Legal/reputational overhang — court filings show JPMorgan admitted closing accounts tied to Donald Trump after Jan. 6, a fact resurfacing in litigation and media coverage that adds headline risk. JPMorgan admits closing accounts linked to Donald Trump

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $297.50 on Tuesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The firm has a market capitalization of $802.36 billion, a PE ratio of 14.87, a P/E/G ratio of 1.51 and a beta of 1.08. The business’s 50 day moving average price is $314.60 and its 200-day moving average price is $308.29.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share 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 $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter last year, the firm posted $4.81 EPS. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

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.