Legacy Private Trust Co. Has $25.06 Million Stock Position in JPMorgan Chase & Co. $JPM

Legacy Private Trust Co. raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 77,762 shares of the financial services provider’s stock after acquiring an additional 3,233 shares during the quarter. JPMorgan Chase & Co. makes up 1.5% of Legacy Private Trust Co.’s portfolio, making the stock its 14th biggest position. Legacy Private Trust Co.’s holdings in JPMorgan Chase & Co. were worth $25,056,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of JPM. Mizuho Securities Co. Ltd. raised its stake in shares of 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 worth $32,000 after buying an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its holdings in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter worth $35,000. Finally, Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at $52,000. Institutional investors own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Proposed easing of bank capital rules could free up tens of billions of capital for large banks, potentially increasing JPMorgan’s lending capacity and return on equity if the rule changes are finalized. Read More.
• Positive Sentiment: JPMorgan is leading large financing for buyouts and high?yield issuance — including an ~$8B junk?bond package and bigger loan tranche for the Electronic Arts buyout — which should boost fee income and lending revenue. Read More.
• Positive Sentiment: JPMorgan expanded credit exposure to Core Scientific by $500M (bringing the facility to $1B), signaling additional loan revenue and deeper involvement in AI/data?center financing. Read More.
• Positive Sentiment: The bank rolled out a hedging product for AI?related debt risk, showing product innovation that can drive trading and advisory revenue as clients manage new technology exposures. Read More.
• Neutral Sentiment: CEO Jamie Dimon commented on geopolitical risk (Iran) and long?term stability prospects — useful context for macro outlook but with limited immediate financial impact on JPM’s fundamentals. Read More.
• Neutral Sentiment: Industry reports note JPMorgan’s work on tokenized deposits/on?chain cash (Kinexys) — a strategic, longer?term initiative that positions the bank in digital payment plumbing but has gradual revenue implications. Read More.
• Neutral Sentiment: Leadership hire in India (senior country officer from HSBC) signals local market investment and franchise build?out; relevant for long?term growth but not an immediate earnings driver. Read More.
• Negative Sentiment: Small insider sale disclosed (433 shares) — a modest signal but not material; investors watch insider activity for sentiment. Read More.
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may damp investor sentiment and make guidance/earnings the near?term focus for the stock. Read More.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on JPM. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Daiwa Securities Group increased their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Finally, Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $340.00.

JPMorgan Chase & Co. Stock Performance

JPM stock opened at $292.14 on Wednesday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a market cap of $787.90 billion, a PE ratio of 14.60, a P/E/G ratio of 1.20 and a beta of 1.06. The business’s 50-day moving average price is $301.26 and its two-hundred day moving average price is $307.84.

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. 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 analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the business posted $4.81 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

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.