Clarity Financial LLC Has $14.77 Million Stake in JPMorgan Chase & Co. $JPM

Clarity Financial LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 12.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,812 shares of the financial services provider’s stock after selling 6,667 shares during the quarter. Clarity Financial LLC’s holdings in JPMorgan Chase & Co. were worth $14,766,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of JPM. Brighton Jones LLC raised its holdings in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the period. Acorns Advisers LLC boosted its holdings in shares of JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after buying an additional 100 shares during the period. Axiom Investors LLC DE increased its position in shares of JPMorgan Chase & Co. by 84.8% during the first quarter. Axiom Investors LLC DE now owns 1,719,115 shares of the financial services provider’s stock worth $421,699,000 after acquiring an additional 788,831 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC increased its position in shares of JPMorgan Chase & Co. by 4.0% during the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 27,184 shares of the financial services provider’s stock worth $6,668,000 after acquiring an additional 1,050 shares in the last quarter. Finally, PKS Advisory Services LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.9% during the first quarter. PKS Advisory Services LLC now owns 5,216 shares of the financial services provider’s stock worth $1,280,000 after acquiring an additional 96 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is actively evaluating cryptocurrency trading services for institutional clients — including spot and derivatives — a potential new fee revenue stream that aligns the bank with peers moving into digital assets and could boost trading and custody volumes. Read More.
• Positive Sentiment: Multiple outlets report the crypto push (markets desk planning, internal evaluations), reinforcing that this is a coordinated strategic move rather than isolated rumor — increases credibility that JPM can capture institutional digital-asset flow. Read More.
• Positive Sentiment: JPMorgan reclaimed the top spot in India equity deal underwriting for 2025, signaling strong investment-banking pipeline and regional wins that support fee growth in Asia. That helps diversify revenue outside U.S. markets. Read More.
• Positive Sentiment: Analyst commentary highlights AI-driven productivity gains at JPMorgan, with sell-side EPS upgrades and management framing elevated 2026 spend as strategic investment — investors may view this as supporting durable earnings growth and premium multiple. Read More.
• Neutral Sentiment: JPMorgan Asset Management announced estimated ETF cash and reinvested capital gain distributions for Canadian-listed JPM ETFs — routine for asset-manager product flows, limited direct impact on JPM’s core P&L. Read More.
• Neutral Sentiment: Small institutional buying reported (Breakthru Advisory purchased ~2,638 shares) — minor portfolio flow signal but not material to market cap. Read More.
• Negative Sentiment: Legal/settlement noise: reporting on Charlie Javice’s post-conviction billing dispute with JPMorgan (a roughly $74M legal-fee/settlement-related episode) creates headline risk and minor reputational distraction; dollar amount is small relative to JPM’s balance sheet but could attract short-term negative attention. Read More.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on JPM shares. Royal Bank Of Canada reduced their target price on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft upped their price objective on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research report on Tuesday, September 30th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Citigroup lifted their target price on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a research report on Wednesday, September 24th. Finally, TD Cowen upped their price target on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Fifteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $329.19.

JPMorgan Chase & Co. Stock Up 0.9%

JPM stock opened at $325.94 on Wednesday. The company has a market cap of $887.29 billion, a price-to-earnings ratio of 16.14, a P/E/G ratio of 1.67 and a beta of 1.08. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $327.78. The business has a 50 day moving average price of $308.60 and a two-hundred day moving average price of $299.52. 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 announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The company had revenue of $47.12 billion for 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% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.37 EPS. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.47% of the stock is currently owned by company insiders.

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.