MassMutual Private Wealth & Trust FSB Has $87.76 Million Holdings in JPMorgan Chase & Co. $JPM

MassMutual Private Wealth & Trust FSB cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 278,218 shares of the financial services provider’s stock after selling 12,671 shares during the period. JPMorgan Chase & Co. comprises 2.2% of MassMutual Private Wealth & Trust FSB’s investment portfolio, making the stock its 7th largest position. MassMutual Private Wealth & Trust FSB’s holdings in JPMorgan Chase & Co. were worth $87,758,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in JPM. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $26,000. Family Legacy Financial Solutions LLC raised its position in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. boosted 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 valued at $32,000 after purchasing an additional 90 shares in the last quarter. Ryan Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $37,000. Finally, Christopher J. Hasenberg Inc raised its holdings in JPMorgan Chase & Co. by 212.0% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after buying an additional 106 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Q4 beat on key metrics — JPM reported $5.23 EPS vs. consensus and $46.8B revenue, helped by strong trading and net interest income; management reiterated a resilient U.S. consumer backdrop. Q4 Results Press Release
• Positive Sentiment: Wall Street support remains — several firms (and at least one major analyst reiteration) continue to rate JPM a buy and keep elevated price targets, providing a floor under shares despite the selloff. Analyst Reiterate Buy
• Neutral Sentiment: Management flagged higher strategic spending (tech/AI, payments buildout) and signaled expense growth in 2026 — a long‑term positive for competitiveness but near‑term margin pressure. Dimon on Tech/AI Investment
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) and higher loan‑loss provisions trimmed reported profit, weighing on headlines despite the adjusted beat. Reuters: Profit Falls on Apple Card Charge
• Negative Sentiment: Investment‑banking fees unexpectedly fell versus estimates (weaker advisory/deal activity), a direct hit to a high‑margin business line and a key reason traders downgraded sentiment. WSJ: IB Fees Slip
• Negative Sentiment: Regulatory overhang — the White House proposal to cap credit‑card APRs at 10% has become a sector‑wide risk; JPM’s CFO warned it could reduce access to credit, and the possibility of policy action is pressuring bank multiples. CNBC: Credit Card Cap Coverage
• Negative Sentiment: Market reaction reflects valuation and sentiment — banks were trading at rich multiples, so even a mixed report plus policy risk triggered a broader pullback in financials that hit JPM despite fundamentals. MarketBeat: Banks Punished After Earnings

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on JPM shares. Wells Fargo & Company boosted their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. HSBC reiterated a “hold” rating and set a $245.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Barclays increased their price objective on JPMorgan Chase & Co. from $342.00 to $391.00 and gave the company an “overweight” rating in a report on Monday, January 5th. CICC Research started coverage on JPMorgan Chase & Co. in a report on Wednesday. They set an “outperform” rating and a $355.00 target price on the stock. Finally, Hsbc Global Res upgraded JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research report on Wednesday, January 7th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average price target of $335.91.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $307.87 on Thursday. The firm has a market cap of $838.10 billion, a price-to-earnings ratio of 15.39, a PEG ratio of 1.52 and a beta of 1.07. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company’s fifty day simple moving average is $315.52 and its 200 day simple moving average is $305.01.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping 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 $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the business posted $4.81 EPS. The business’s revenue was up 7.1% compared to the same quarter last year. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm 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 dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.47% of the company’s stock.

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.