CHICAGO TRUST Co NA lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 37,834 shares of the financial services provider’s stock after selling 2,361 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.7% of CHICAGO TRUST Co NA’s holdings, making the stock its 12th biggest position. CHICAGO TRUST Co NA’s holdings in JPMorgan Chase & Co. were worth $11,934,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in JPM. Kingstone Capital Partners Texas LLC raised its stake in JPMorgan Chase & Co. by 609,867.5% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock valued at $21,133,630,000 after purchasing an additional 72,885,260 shares during the period. Geode Capital Management LLC grew its holdings in JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after buying an additional 300,160 shares in the last quarter. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of JPMorgan Chase & Co. by 5.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock worth $4,523,588,000 after buying an additional 890,553 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other JPMorgan Chase & Co. 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 transaction of $301,314.72. Following the completion of the transaction, the insider directly owned 58,479 shares of the company’s stock, 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.47% of the stock is owned by insiders.
JPMorgan Chase & Co. Trading Up 1.0%
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same period last year, the company earned $4.37 EPS. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.
JPMorgan Chase & Co. Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be given 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%.
More JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan shares hit a fresh all‑time high on optimism about an easier rate cycle and stronger U.S. growth, which lifted expectations for future earnings. Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High?
- Positive Sentiment: Management is reported to be weighing crypto trading for institutional clients as regulation and demand move markets — a strategic move that could add new fee revenue and liquidity if executed. JPMorgan Mulls Entering Crypto Trading Business: What Does This Mean? JPMorgan to allow crypto trading for institutional clients in latest embrace of the sector JPMorgan Weighs Institutional Crypto Trading as Regulatory Clarity Tightens and Demand Builds: Report
- Positive Sentiment: Analyst coverage points to AI productivity gains and upward EPS revisions, supporting higher long‑term earnings forecasts and justifying a premium multiple. JPMorgan: AI Productivity Gains Make It Worth Premium
- Positive Sentiment: Investment banking momentum: JPMorgan reclaimed the top spot in India equity deals for 2025, signaling strong fee generation and deal pipeline overseas. JPMorgan beats Kotak Mahindra Capital to regain top spot in India equity deals after 5 years
- Neutral Sentiment: Multiple JPMorgan ETFs declared CAD dividends (various product payouts); routine for asset management but unlikely to move the bank’s share price materially. JPMorgan Nasdaq Equity Premium Income Active ETF declares CAD 0.2336 dividend
- Neutral Sentiment: J.P. Morgan hosts the annual healthcare conference stage (company participation/newsflow) — a regular conduit for deal announcements but not a direct driver of JPM stock moves. Bausch + Lomb to Present at 44th Annual J.P. Morgan Healthcare Conference
- Negative Sentiment: Legal costs and reputational noise: JPMorgan was hit with a $74M legal invoice in the Charlie Javice case (includes sensational line items reported in media) — a headline risk and potential one‑off expense, though small versus JPM’s scale. Disgraced millennial Frank founder Charlie Javice hits JPMorgan with $74 million legal bill, including $530 in gummy bears and $347 ‘afternoon snack’
Analyst Ratings Changes
JPM has been the topic of a number of research reports. Barclays lifted their price target on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. The Goldman Sachs Group decreased their target price on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research report on Friday, December 5th. TD Cowen raised their price target on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a report on Monday, December 15th. Finally, UBS Group lifted their price objective on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research note on Tuesday, October 7th. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $329.19.
Get Our Latest Report on JPMorgan Chase & Co.
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.
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