JPMorgan Chase & Co. $JPM Stock Position Lessened by Seizert Capital Partners LLC

Seizert Capital Partners LLC lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 14.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 239,619 shares of the financial services provider’s stock after selling 39,470 shares during the period. JPMorgan Chase & Co. accounts for 3.3% of Seizert Capital Partners LLC’s investment portfolio, making the stock its 4th largest holding. Seizert Capital Partners LLC’s holdings in JPMorgan Chase & Co. were worth $75,583,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of JPM. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. increased its holdings in shares of JPMorgan Chase & Co. by 450.0% in the second 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 stake in shares of JPMorgan Chase & Co. during the third quarter worth $32,000. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares during the last quarter. Finally, Clarity Asset Management Inc. grew its position in JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $306.18 on Friday. The business’s 50 day simple moving average is $314.59 and its 200-day simple moving average is $306.02. The firm has a market capitalization of $833.49 billion, a price-to-earnings ratio of 15.30, a price-to-earnings-growth ratio of 1.47 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the business posted $4.81 EPS. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. 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 payout ratio is 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan projects resilient 2026 net interest income (NII) — management is guiding roughly $103B of NII for 2026, signaling the bank expects loan growth, higher card balances and deposit gains to offset rate cuts; that outlook supports earnings durability. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: JPMorgan will match the government’s one-time $1,000 contribution to new children’s “Trump Accounts” for eligible employees — the bank’s participation (and announced employee match) could seed long-term customer relationships, increase deposits and generate interchange/card revenue. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: Quarterly results and profitability backdrop remain solid — JPMorgan’s Jan. 13 quarter beat EPS and revenue estimates, with healthy net margins and ROE that underpin investor confidence in the franchise. (Background: NYSE: JPM quarterly release)
• Positive Sentiment: Short interest fell materially in January — short interest dropped ~13.6% to ~20.1M shares as of Jan. 15, reducing short-squeeze risk and removing some downward pressure on the shares.
• Neutral Sentiment: Asset-management product expansion: J.P. Morgan Asset Management launched a new international active ETF (JIDE) — expands fee-bearing product set but has limited near-term impact on bank-level earnings. JPMorgan International Dynamic ETF (JIDE) launch
• Neutral Sentiment: JPMorgan research and positioning items — firm published sector picks, top shorts and coverage notes (e.g., Vertiv pick, gold/peer commentary). These underscore JPM’s analyst visibility but don’t directly move the bank’s stock. JPMorgan Favors Vertiv
• Negative Sentiment: Some market commentary downplays JPM’s upside vs. challengers — an opinion piece recommends buying Nu Holdings instead of JPMorgan, which can feed rotation flows out of legacy banks into fintech/growth names and create short-term headwinds. Should You Forget JPMorgan and Buy Nu Holdings Stock Instead?

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. The Goldman Sachs Group raised their target price on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. CICC Research assumed coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price on the stock. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $336.32.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock valued at $4,951,910 over the last 90 days. 0.47% of the stock is currently owned by corporate insiders.

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.