Clarius Group LLC Decreases Position in JPMorgan Chase & Co. $JPM

Clarius Group LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 26.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 17,913 shares of the financial services provider’s stock after selling 6,422 shares during the quarter. Clarius Group LLC’s holdings in JPMorgan Chase & Co. were worth $5,650,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of JPM. TCI Wealth Advisors Inc. lifted its position in shares of JPMorgan Chase & Co. by 1.8% during the 3rd quarter. TCI Wealth Advisors Inc. now owns 15,412 shares of the financial services provider’s stock valued at $4,861,000 after buying an additional 271 shares during the last quarter. ABLE Financial Group LLC raised its stake in JPMorgan Chase & Co. by 0.7% in the 3rd quarter. ABLE Financial Group LLC now owns 7,627 shares of the financial services provider’s stock valued at $2,406,000 after acquiring an additional 51 shares during the period. Diversified Enterprises LLC lifted its holdings in JPMorgan Chase & Co. by 1.5% during the third quarter. Diversified Enterprises LLC now owns 22,040 shares of the financial services provider’s stock valued at $6,952,000 after purchasing an additional 327 shares during the last quarter. USA Financial Formulas purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $1,217,000. Finally, Warburton Capital Management LLC grew its position in shares of JPMorgan Chase & Co. by 4.0% in the third quarter. Warburton Capital Management LLC now owns 1,425 shares of the financial services provider’s stock valued at $442,000 after purchasing an additional 55 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Key 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’

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $329.16 on Thursday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $329.99. The firm has a market capitalization of $896.06 billion, a P/E ratio of 16.30, a PEG ratio of 1.68 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 has a fifty day moving average of $309.06 and a 200 day moving average of $299.73.

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

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.72%.

Analyst Ratings Changes

JPM has been the topic of a number of analyst reports. The Goldman Sachs Group decreased their target price on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a report on Friday, December 5th. TD Cowen increased their price target on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Wolfe Research boosted their target price on JPMorgan Chase & Co. from $342.00 to $346.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. Royal Bank Of Canada cut their price target on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Finally, Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Hold” and a consensus price target of $329.19.

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 value of $301,314.72. Following the sale, 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 filing with the SEC, which is available at the SEC website. Corporate 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.