JPMorgan Chase & Co. $JPM Stake Lowered by Middleton & Co. Inc. MA

Middleton & Co. Inc. MA cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 72,713 shares of the financial services provider’s stock after selling 3,751 shares during the quarter. JPMorgan Chase & Co. makes up 2.5% of Middleton & Co. Inc. MA’s portfolio, making the stock its 8th biggest holding. Middleton & Co. Inc. MA’s holdings in JPMorgan Chase & Co. were worth $22,936,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the company. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. in the second 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 last quarter. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC increased its position 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 during the last quarter. Finally, Clarity Asset Management Inc. increased its position in JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,834 shares of company stock worth $4,951,910 in the last three months. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 1.8%

Shares of JPMorgan Chase & Co. stock opened at $306.18 on Friday. The company’s fifty day simple moving average is $314.59 and its 200-day simple moving average is $306.02. The company has a market cap of $833.49 billion, a price-to-earnings ratio of 15.30, a PEG ratio of 1.47 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the company earned $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Key Stories Impacting 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 Ratings Changes

JPM has been the subject of several recent analyst reports. The Goldman Sachs Group upped their price target on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Piper Sandler increased their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average target price 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.