W.G. Shaheen & Associates DBA Whitney & Co Sells 2,161 Shares of JPMorgan Chase & Co. $JPM

W.G. Shaheen & Associates DBA Whitney & Co lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 90,332 shares of the financial services provider’s stock after selling 2,161 shares during the period. JPMorgan Chase & Co. accounts for 2.6% of W.G. Shaheen & Associates DBA Whitney & Co’s investment portfolio, making the stock its 10th largest holding. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in JPMorgan Chase & Co. were worth $28,493,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Colrain Capital LLC increased its position in JPMorgan Chase & Co. by 6.7% in the 3rd quarter. Colrain Capital LLC now owns 1,600 shares of the financial services provider’s stock valued at $505,000 after acquiring an additional 100 shares during the period. NEOS Investment Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 34.9% in the third quarter. NEOS Investment Management LLC now owns 307,760 shares of the financial services provider’s stock valued at $97,077,000 after purchasing an additional 79,649 shares during the period. Beacon Capital Management LLC raised its stake in shares of JPMorgan Chase & Co. by 4.0% during the third quarter. Beacon Capital Management LLC now owns 3,098 shares of the financial services provider’s stock worth $977,000 after purchasing an additional 118 shares during the last quarter. Heartland Advisors Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $100,000. Finally, Cassaday & Co Wealth Management LLC increased its stake in JPMorgan Chase & Co. by 1.2% in the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 22,246 shares of the financial services provider’s stock valued at $7,017,000 after buying an additional 271 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on JPM. Wells Fargo & Company reduced their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Truist Financial set a $334.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $339.73.

JPMorgan Chase & Co. Trading Down 0.1%

NYSE:JPM opened at $297.33 on Wednesday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a fifty day simple moving average of $314.23 and a 200-day simple moving average of $308.35. The company has a market capitalization of $801.90 billion, a PE ratio of 14.86, a price-to-earnings-growth ratio of 1.45 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping 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 analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the business posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Management says JPMorgan will boost 2026 tech spend to roughly $20 billion and plans large AI investments — management argues the bank is positioned to “be a winner” in the AI race, which supports long‑term operating leverage and competitive advantage. JPMorgan will spend almost $20 billion on technology this year
• Positive Sentiment: Company update signaled higher 2026 net interest income (NII), mid‑teen markets/IB fee growth and a 10% jump in tech spend while targeting ~17% ROTCE — these financial targets underpin analyst estimates and justify premium multiple support if execution holds. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Positive Sentiment: Succession clarity: Jamie Dimon said he will remain CEO “for a few years,” reducing near‑term leadership uncertainty. That stability tends to be constructive for investor confidence. JPMorgan’s Dimon says he will remain CEO for a few years
• Neutral Sentiment: Investor‑day transcripts and executive Q&A provide detail on strategic priorities and risk management — useful for modelling but not an immediate catalyst absent surprises. Strategic framework & executive Q&A transcript
• Neutral Sentiment: Market commentary urging long‑term “time arbitrage” amid volatility provides investor perspective but is not company‑specific news. In a Chaotic Market, Take the Long-Term View
• Negative Sentiment: Dimon warned repeatedly that current market dynamics (AI euphoria, elevated asset prices, aggressive lending by some rivals) resemble the pre‑2008 run‑up — his warnings have triggered risk‑off moves across financials and increased investor focus on credit cycle vulnerability. Jamie Dimon’s Stark Warning To The Global Economy
• Negative Sentiment: Stocks sold off after the investor event as credit/private‑credit concerns and AI‑linked downside risks picked up — reports note JPMorgan shares slid amid broader bank‑sector weakness tied to these fears. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: Political and legal headlines — discussion of supporting Trump’s “Board of Peace” and the firm’s court admission that it shut Trump‑linked accounts after Jan. 6 — add regulatory, reputational and litigation noise that can pressure sentiment and trading volatility. Should You Buy JPMorgan Stock as It Plans to Support Trump’s ‘Board of Peace’? JPMorgan Acknowledges Shutting Down Trump Accounts After January 6

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.