Bartlett & CO. Wealth Management LLC Sells 12,105 Shares of JPMorgan Chase & Co. $JPM

Bartlett & CO. Wealth Management LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 755,223 shares of the financial services provider’s stock after selling 12,105 shares during the quarter. JPMorgan Chase & Co. accounts for about 3.2% of Bartlett & CO. Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Bartlett & CO. Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $238,219,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of JPM. Peterson Wealth Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after acquiring an additional 33 shares during the period. TradeWell Securities LLC. increased its holdings in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. JFS Wealth Advisors LLC increased its holdings in JPMorgan Chase & Co. by 0.4% in the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after purchasing an additional 35 shares in the last quarter. Cottonwood Capital Advisors LLC raised its position in JPMorgan Chase & Co. by 0.9% in the second quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock valued at $1,112,000 after purchasing an additional 35 shares during the period. Finally, Coign Capital Advisors LLC raised its position in JPMorgan Chase & Co. by 1.2% in the second quarter. Coign Capital Advisors LLC now owns 2,854 shares of the financial services provider’s stock valued at $827,000 after purchasing an additional 35 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $322.97 on Tuesday. The stock’s 50 day moving average is $308.12 and its two-hundred day moving average is $299.10. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $323.23. The company has a market capitalization of $879.22 billion, a PE ratio of 16.00, a P/E/G ratio of 1.64 and a beta of 1.08. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to the consensus estimate of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The business’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same quarter last year, the company earned $4.37 earnings per share. Analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Loop Capital set a $310.00 price target on JPMorgan Chase & Co. in a research report on Thursday, October 23rd. KGI Securities upped their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. The Goldman Sachs Group lowered their price objective on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a research report on Friday, December 5th. Finally, Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the stock an “underperform” rating in a research report on Thursday, December 18th. Fifteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and an average price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the company’s stock in a transaction dated 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 approximately $18,240,769.68. This represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Bank is reported to be evaluating crypto trading services for institutional clients (spot and derivatives), which could expand Markets revenue and strengthen JPM’s position in digital assets if launched; the plan is under internal consideration and could attract fee income from institutional flows. JPMorgan Weighs Crypto Trading to Expand Digital Asset Presence
• Positive Sentiment: Analyst upgrade reported that has already been linked with upside in the shares today — upgrades can spur short-term buying and validate outlook for earnings/valuation. JPMorgan Chase & Co. (NYSE:JPM) Trading Up 1.2% on Analyst Upgrade
• Positive Sentiment: Small institutional buying reported (Breakthru Advisory purchased new JPM holdings), signaling continued demand from asset managers—though the position size is modest, it’s a confirming data point for institutional interest. Breakthru Advisory Services LLC Purchases New Holdings in JPMorgan Chase & Co. $JPM
• Neutral Sentiment: J.P. Morgan Asset Management (Canada) announced estimated 2025 reinvested capital gain distributions and December cash distributions for several JPMorgan ETFs on the TSX — routine fund housekeeping that affects ETF unitholders but has limited direct impact on JPM stock fundamentals. JPMorgan Asset Management (Canada) Inc. Exchange Traded Funds 2025 Estimated Annual Reinvested Capital Gain Distributions
• Negative Sentiment: JPMorgan (or its affiliates) ceased to be a substantial holder in IDP Education — a minor portfolio change that is unlikely to affect JPM’s core business but is a small negative signal about that specific investment. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Negative Sentiment: Coverage notes that internal discussions on crypto have no firm timeline and CEO Jamie Dimon has publicly criticized bitcoin in the past—regulatory, compliance and reputational risks remain and could limit how quickly or broadly JPM expands crypto services. JPMorgan Evaluates Crypto Market Entry with Institutional-Grade Trading Services

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.