Fiduciary Alliance LLC Decreases Stake in JPMorgan Chase & Co. $JPM

Fiduciary Alliance LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 6.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 137,046 shares of the financial services provider’s stock after selling 9,364 shares during the quarter. JPMorgan Chase & Co. comprises about 2.9% of Fiduciary Alliance LLC’s holdings, making the stock its 4th biggest holding. Fiduciary Alliance LLC’s holdings in JPMorgan Chase & Co. were worth $43,229,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Creative Planning boosted its stake in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after buying an additional 29,844 shares in the last quarter. Aviva PLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after acquiring an additional 126,742 shares during the last quarter. Kelman Lazarov Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares during the last quarter. Gladwyn Financial Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $534,000. Finally, Mattson Financial Services LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.5% during the 2nd quarter. Mattson Financial Services LLC now owns 17,442 shares of the financial services provider’s stock valued at $5,057,000 after purchasing an additional 252 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Up 1.2%

NYSE JPM opened at $316.68 on Friday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $322.88. The stock has a market capitalization of $862.09 billion, a PE ratio of 15.69, a PEG ratio of 1.64 and a beta of 1.08. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. The business’s 50-day moving average is $307.83 and its 200 day moving average is $298.43.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping the consensus estimate of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the business posted $4.37 EPS. Sell-side analysts forecast 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. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.72%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Truist raised its price target on JPM to $330 (from $319), signaling continued analyst confidence and providing upside guidance that can support share demand. Truist raises JPMorgan price target
• Positive Sentiment: Keefe, Bruyette & Woods published a bullish note forecasting strong price appreciation for JPM, which can attract momentum investors ahead of quarterly results. KBW bullish forecast on JPMorgan
• Positive Sentiment: JPMorgan’s private‑equity group raised over $1.4 billion for fund investments — a sign of healthy fee-generation and LP demand that supports the bank’s asset-gathering and alternative‑fees businesses. WSJ: JPMorgan private-equity fundraising
• Positive Sentiment: JPMorgan launched a tokenized money fund and executives highlighted encouraging tokenization usage — product innovation that could grow low-cost deposit alternatives and fee opportunities in digital asset services. MSN: JPMorgan launches tokenized money fund
• Neutral Sentiment: JPMorgan research is flagging that AI hype may have peaked and that 2026 will focus more on profits — guidance that could reallocate flows across sectors and affect market volatility more than JPM’s fundamentals directly. JPMorgan warns AI hype peaked
• Neutral Sentiment: JPMorgan quant teams warned of “extreme crowding” in a handful of speculative growth names — a market‑structure call that highlights JPM research influence but is a mixed prompt for bank trading and prime-brokerage flow. MSN: JPMorgan quants warn of crowding
• Neutral Sentiment: JPMorgan analysts updated models in their North American utilities coverage (including DTE Energy); this is a research housekeeping item that demonstrates the bank’s analyst activity but has limited direct impact on JPM shares. JPMorgan updates utilities models
• Neutral Sentiment: Northern Technologies extended a JPMorgan credit facility maturity — a small lending update that shows routine client relationships for JPM’s lending business. TipRanks: Northern Technologies extends JPM loan
• Negative Sentiment: Bloomberg reports a lawsuit alleging JPMorgan steered Black advisers to poorer areas — a reputational and potential legal risk that could pressure sentiment and invite regulatory scrutiny. Bloomberg: Suit alleges adviser steering

Wall Street Analyst Weigh In

Several analysts have weighed in on JPM shares. Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $319.00 to $330.00 and gave the stock a “hold” rating in a research note on Thursday. Piper Sandler boosted their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 15th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 15th. Finally, Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $329.19.

JPMorgan Chase & Co. Company 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.