Gotham Asset Management LLC Acquires 10,328 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Gotham Asset Management raised its stake in JPMorgan Chase by 12.0%, adding 10,328 shares to hold 96,489 shares worth about $30.44 million at the end of the quarter.
• JPMorgan posted a quarterly $5.23 EPS (beating estimates) with revenue up 7.1% year-over-year, and analysts maintain a consensus "Moderate Buy" rating with a ~$340 price target.
• Insiders have been net sellers recently — the CFO and general counsel sold shares in mid-January, and insiders disposed of 71,596 shares (~$22.1M) over the past 90 days, while insiders own about 0.47% of the company.

Gotham Asset Management LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 12.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 96,489 shares of the financial services provider's stock after acquiring an additional 10,328 shares during the period. Gotham Asset Management LLC's holdings in JPMorgan Chase & Co. were worth $30,436,000 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. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider's stock valued at $32,000 after buying an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC increased its holdings in shares of 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 valued at $33,000 after acquiring an additional 50 shares in the last quarter. Collier Financial purchased a new position in shares of JPMorgan Chase & Co. in the 3rd quarter worth about $60,000. Finally, Clarity Asset Management Inc. raised its position in shares of 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 worth $63,000 after purchasing an additional 101 shares during the last quarter. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Trading Up 0.9%

NYSE:JPM opened at $286.04 on Tuesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The business has a fifty day moving average price of $305.77 and a 200-day moving average price of $308.32. The firm has a market capitalization of $771.45 billion, a price-to-earnings ratio of 14.29, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analysts' expectations of $45.98 billion. During the same period in the previous year, the firm earned $4.81 EPS. The business's quarterly revenue was up 7.1% on a year-over-year basis. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,893 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 transaction of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade 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 this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on 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 sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,596 shares of company stock valued at $22,067,932. Insiders own 0.47% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on JPM shares. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Weiss Ratings reiterated a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. TD Cowen reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Daiwa Securities Group raised their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an "outperform" rating in a research report on Tuesday, January 6th. Finally, CICC Research began coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $340.00.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: MarketBeat highlights JPM as one of several large-cap financials now in oversold territory with a low forward P/E and an attractive value setup if the sector stabilizes — a potential buying opportunity for value-oriented investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Positive Sentiment: Brokerage consensus remains constructive: JPM has a "Moderate Buy" consensus from analyst coverage, which supports the case for upside if macro/sector headwinds ease. JPMorgan Chase & Co. NYSE: JPM Given Consensus Recommendation of "Moderate Buy" by Brokerages
• Positive Sentiment: Chase product update: Chase announced Q2 2026 Chase Freedom 5% cash-back categories (Amazon, Whole Foods, Chase Travel, Feeding America) — a consumer-facing move that can help card engagement and spend volumes, modestly supportive for card revenue and customer retention. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
• Neutral Sentiment: JPMorgan executives are publicly advising investors to look through short-term volatility and pointing to sector rotation opportunities — useful for sentiment but not an immediate earnings driver. JPMorgan's Das on Opportunities for Investors Amid Market Volatility
• Neutral Sentiment: J.P. Morgan’s conferences continue to draw management teams (e.g., Watsco, Southwest) — these events increase investor access and can catalyze stock-specific flows but are routine and not typically a major directional driver for JPM’s own shares. Watsco to Participate in the J.P. Morgan Industrials Conference
• Negative Sentiment: Sector and credit worries: analysts and MarketBeat note that financials, including JPM, have been hit by spread fears related to private-credit exposure and a broader risk-off move — this remains the primary near-term headwind to the stock. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Negative Sentiment: Macro shock risk: JPMorgan research warns higher oil prices could trigger a large market downturn, and the firm’s own analysis on strategic oil reserve limits highlights how geopolitical shocks can quickly weigh on banks via markets and credit channels. That risk keeps investor sentiment fragile. JPMorgan says higher oil prices could spark a 'domino effect' that tanks the S&P 500 by 15%

JPMorgan Chase & Co. 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.

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