JPMorgan Chase & Co. $JPM is QRG Capital Management Inc.’s 10th Largest Position

QRG Capital Management Inc. reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 421,182 shares of the financial services provider’s stock after selling 140,027 shares during the period. JPMorgan Chase & Co. makes up approximately 1.6% of QRG Capital Management Inc.’s portfolio, making the stock its 10th largest position. QRG Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $132,854,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Brighton Jones LLC lifted its position in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC increased its stake in JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. CX Institutional raised its holdings in JPMorgan Chase & Co. by 5.0% during the second quarter. CX Institutional now owns 25,830 shares of the financial services provider’s stock worth $7,488,000 after purchasing an additional 1,220 shares during the last quarter. Sightline Wealth Advisors LLC acquired a new position in JPMorgan Chase & Co. during the second quarter worth $226,000. Finally, LeConte Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 69.4% during the second quarter. LeConte Wealth Management LLC now owns 3,190 shares of the financial services provider’s stock worth $925,000 after purchasing an additional 1,307 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bank stocks seen as entering a “next phase” after 2025—analysts argue resilient consumer spending and shifting sources of bank profitability make JPM and peers attractive, supporting bullish flows into large-cap banks. Why JPM, BAC, and MS Stocks Are Buoyant in Banking’s ‘Next Phase’
• Positive Sentiment: Truist nudged its price target slightly higher (to $334), reflecting confidence in JPMorgan’s net interest income outlook after recent quarterly results; incremental analyst support can bolster momentum. JPMorgan’s (JPM) 2026 Net Interest Income Growth Remained a Key Focus at Truist
• Neutral Sentiment: JPMorgan completed a $6 billion note issuance (mix of floating and fixed-to-floating) to support liquidity and financing — a routine funding action that markets generally view as prudent rather than alarming. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes to Support Liquidity and Financing
• Neutral Sentiment: Research teams at JPMorgan published a Q1 short-list that includes a “flying car” stock recommendation — illustrates JPM’s ongoing markets/research business activity but is unlikely to move JPM shares materially. JPMorgan Says You Should Sell This 1 Flying Car Stock Short Now
• Neutral Sentiment: Former JPM strategist Marko Kolanovic warned that silver could fall substantially — market commentary tied to ex-staff views can influence commodity-volatility expectations but doesn’t directly change JPM’s fundamentals. ‘Silver Prices Won’t Last’: Former JPMorgan Strategist Warns of 50% Drop
• Neutral Sentiment: JPMorgan notified Treasury Wine Estates that it ceased to be a substantial holder — a small portfolio move with limited relevance to JPM’s core business. JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: Brokerage consensus remains a “Hold” on JPM — reinforces that analysts see JPM as fairly valued, limiting large directional moves from rating changes alone. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Hold” by Brokerages
• Negative Sentiment: President Trump filed a high-profile lawsuit naming JPMorgan and CEO Jamie Dimon, alleging debanking and seeking multibillion-dollar damages — this introduces political, reputational and legal risk that can pressure sentiment and increase headline-driven volatility. Focus: Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street
• Negative Sentiment: Broad news coverage and opinion pieces asking whether to sell JPM in light of the lawsuit amplify short-term selling pressure and uncertainty; watch for legal developments and any regulatory inquiries. Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $301.25 on Tuesday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The stock has a market capitalization of $820.08 billion, a P/E ratio of 15.05, a P/E/G ratio of 1.45 and a beta of 1.07. The firm’s 50-day moving average is $314.47 and its two-hundred day moving average is $305.96. 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. (NYSE:JPM) last posted 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. The business had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.81 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on JPM shares. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Robert W. Baird set a $280.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. UBS Group upped their price target on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, October 7th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus price target of $336.32.

About JPMorgan Chase & Co.

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.