JPMorgan Chase & Co. $JPM Position Increased by Charles Schwab Trust Co

Charles Schwab Trust Co grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 15.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,454 shares of the financial services provider’s stock after buying an additional 4,263 shares during the quarter. Charles Schwab Trust Co’s holdings in JPMorgan Chase & Co. were worth $9,922,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Harbor Asset Planning Inc. purchased a new position in JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. boosted its position in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares during the period. Ryan Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. during the second quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc grew its holdings in shares of JPMorgan Chase & Co. by 212.0% during the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after buying an additional 106 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Up 1.0%

NYSE:JPM opened at $329.16 on Thursday. The company has a market capitalization of $896.06 billion, a P/E ratio of 16.30, a P/E/G ratio of 1.68 and a beta of 1.08. The stock’s 50 day moving average price is $309.06 and its 200 day moving average price is $299.73. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $329.99.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same period in the previous year, the company earned $4.37 earnings per share. The company’s revenue was up 8.8% compared to the same quarter last year. On average, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued 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 is currently 29.72%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on JPM shares. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. KGI Securities upped their target price on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Wells Fargo & Company increased their price target on shares of JPMorgan Chase & Co. from $345.00 to $350.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Truist Financial raised their price target on shares of JPMorgan Chase & Co. from $319.00 to $330.00 and gave the stock a “hold” rating in a report on Thursday, December 18th. Finally, TD Cowen upped their price objective on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Fifteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $329.19.

Key Stores Impacting JPMorgan Chase & Co.

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’

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the 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 transaction, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.47% of the company’s stock.

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.