JPMorgan Chase & Co. $JPM is Allen Mooney & Barnes Investment Advisors LLC’s 6th Largest Position

Allen Mooney & Barnes Investment Advisors LLC reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 59,239 shares of the financial services provider’s stock after selling 20,213 shares during the quarter. JPMorgan Chase & Co. makes up 2.9% of Allen Mooney & Barnes Investment Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Allen Mooney & Barnes Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $18,686,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Kingstone Capital Partners Texas LLC lifted its stake in JPMorgan Chase & Co. by 609,867.5% in the second 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 buying an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.5% in the second 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 purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of JPMorgan Chase & Co. by 5.1% during the 1st 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 valued at $4,523,588,000 after acquiring an additional 890,553 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in JPMorgan Chase & Co. by 28,813.7% during 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 purchasing an additional 16,727,530 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $327.82 on Monday. The company has a market cap of $892.40 billion, a P/E ratio of 16.24, a PEG ratio of 1.69 and a beta of 1.08. The business has a 50 day moving average of $310.27 and a two-hundred day moving average of $300.81. 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. has a 52 week low of $202.16 and a 52 week high of $330.86.

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 return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. During the same period last year, the business posted $4.37 earnings per share. The firm’s quarterly revenue was up 8.8% compared to the same quarter last year. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Upgrades and Downgrades

JPM has been the topic of several research reports. Evercore ISI increased their price target on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research report on Tuesday, September 30th. Wells Fargo & Company lifted their price target on shares of JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a report on Thursday, October 23rd. Piper Sandler upped their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, Daiwa Capital Markets lifted their price target on shares of JPMorgan Chase & Co. from $330.00 to $332.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 8th. Fifteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $329.19.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan took a concrete step toward tokenization that industry observers say validates a wider shift to tokenized assets — this supports JPM’s long‑term revenue opportunities in custody/prime services and blockchain infrastructure. JPMorgan Just Confirmed My Tokenization Thesis
• Neutral Sentiment: JPMorgan notified IPH Ltd it ceased to be a substantial holder — a routine portfolio/positioning change for the bank’s asset/treasury operations with limited direct impact on JPM shares. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Neutral Sentiment: JPMorgan research raised its price target on Cogent Biosciences as part of a sector model update — a sign the firm’s research franchise remains active and influential, but this is about third‑party names rather than JPM’s own earnings. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan economists expect “uncomfortably slow” labor‑market growth in H1 2026 with improvement later — this research note tempers near‑term loan/deposit growth expectations but also signals the bank’s macro team sees a rebound later in the year. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Neutral Sentiment: JPMorgan published a broad set of 2026 stock picks that reflect its research depth — useful for investor sentiment but not an earnings driver for JPM itself. JPMorgan’s Top 3 Stocks to Crush the Market in 2026
• Negative Sentiment: Reports that JPMorgan has frozen or blocked accounts tied to stablecoin startups (domestic and LATAM) are generating regulatory and business‑model concerns — could limit future crypto‑related deposit/payment flows and invite scrutiny. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access
• Negative Sentiment: Regional reports highlight JPMorgan freezing LATAM stablecoin startup accounts — reinforces the perception of tighter access for crypto firms and could pressure fintech revenue opportunities in key geographies. Latam Insights: Venezuela’s USDT Oil Economy, JPMorgan Freezes Latam Stablecoin Startups’ Accounts

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred 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 owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.47% of the company’s stock.

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.