LaFleur & Godfrey LLC Sells 6,661 Shares of JPMorgan Chase & Co. $JPM

LaFleur & Godfrey LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 132,177 shares of the financial services provider’s stock after selling 6,661 shares during the quarter. JPMorgan Chase & Co. accounts for about 5.1% of LaFleur & Godfrey LLC’s portfolio, making the stock its 3rd largest position. LaFleur & Godfrey LLC’s holdings in JPMorgan Chase & Co. were worth $41,693,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of JPM. Clearstead Trust LLC increased its holdings in JPMorgan Chase & Co. by 3.6% in the third quarter. Clearstead Trust LLC now owns 36,729 shares of the financial services provider’s stock valued at $11,586,000 after purchasing an additional 1,267 shares during the period. Goodman Financial Corp acquired a new position in JPMorgan Chase & Co. during the 3rd quarter worth about $215,000. Concentrum Wealth Management grew its position in shares of JPMorgan Chase & Co. by 10.1% in the 3rd quarter. Concentrum Wealth Management now owns 1,287 shares of the financial services provider’s stock valued at $406,000 after buying an additional 118 shares during the last quarter. Zevin Asset Management LLC increased its stake in shares of JPMorgan Chase & Co. by 11.4% in the third quarter. Zevin Asset Management LLC now owns 1,222 shares of the financial services provider’s stock valued at $385,000 after buying an additional 125 shares during the period. Finally, X Square Capital LLC raised its position in shares of JPMorgan Chase & Co. by 0.9% during the third quarter. X Square Capital LLC now owns 22,293 shares of the financial services provider’s stock worth $7,032,000 after acquiring an additional 193 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on JPM. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. The Goldman Sachs Group upped their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Daiwa Securities Group increased their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Finally, Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target for the company in a report on Tuesday, February 3rd. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $299.10 on Friday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a market cap of $806.69 billion, a PE ratio of 14.95, a P/E/G ratio of 1.24 and a beta of 1.07. The stock has a 50-day moving average of $313.51 and a 200-day moving average of $308.48. 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. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping 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 business had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the business earned $4.81 EPS. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. On average, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS 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 $1.50 dividend. 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 at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jeremy Barnum sold 2,892 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 in the last ninety days. 0.47% of the stock is currently owned by corporate insiders.

More JPMorgan Chase & Co. News

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.

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.