JPMorgan Chase & Co. $JPM Position Boosted by HM Payson & Co.

HM Payson & Co. increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 453,814 shares of the financial services provider’s stock after acquiring an additional 7,176 shares during the quarter. JPMorgan Chase & Co. makes up about 2.1% of HM Payson & Co.’s holdings, making the stock its 10th largest position. HM Payson & Co.’s holdings in JPMorgan Chase & Co. were worth $143,146,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of JPM. Brighton Jones LLC raised its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the period. Acorns Advisers LLC lifted its holdings in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares during the last quarter. Axiom Investors LLC DE boosted its position in 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 purchasing an additional 788,831 shares during the period. Jacobs Levy Equity Management Inc. increased its stake in shares of JPMorgan Chase & Co. by 11.3% in the first quarter. Jacobs Levy Equity Management Inc. now owns 46,682 shares of the financial services provider’s stock worth $11,451,000 after purchasing an additional 4,726 shares in the last quarter. Finally, Shellback Capital LP bought a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at approximately $30,662,000. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on JPM shares. Robert W. Baird raised their price objective on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the stock an “underperform” rating in a report on Thursday, December 18th. Citigroup raised their price target on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a report on Wednesday, September 24th. Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Daiwa Capital Markets raised their target price on 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 research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $329.19.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $325.22 on Monday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $330.86. The stock has a fifty day moving average of $312.85 and a 200 day moving average of $302.72. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $885.32 billion, a price-to-earnings ratio of 16.11, a P/E/G ratio of 1.60 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly 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 firm 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 company’s revenue was up 8.8% compared to the same quarter last year. During the same quarter last year, the firm posted $4.37 EPS. On average, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’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 value of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at this hyperlink. 0.47% of the stock is currently owned by insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Analysts and market pieces are highlighting JPMorgan as a top large‑cap financial pick for 2026 — the firm is viewed as “best of breed” and should benefit if rates fall (healthier yield curve, better lending outlook). Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026
• Positive Sentiment: Wall Street momentum: multiple brokerages have issued buy/overweight ratings and raised price targets (median ~ $340), supporting bullish investor expectations for JPM earnings and total return. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Neutral Sentiment: Intraday/near‑term price action noted by market sites shows modest gains — helpful context but not a driver by itself. JPMorgan Chase & Co. (JPM) Exceeds Market Returns
• Neutral Sentiment: Macro/sector themes: MarketBeat’s sector pieces emphasize rotation into financials if rates ease — a tailwind for JPM but dependent on Fed action and loan demand. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
• Negative Sentiment: Cost risk: social‑media and research chatter highlights a company warning that operating expenses could rise ~10% in 2026 — investors fear margin pressure if revenue growth lags. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Negative Sentiment: Litigation over the Javice student‑lead generation case remains active — JPM is contesting large legal fees and alleging third parties billed millions, which keeps headline risk and potential legal costs on investors’ radar. JPMorgan says Javice firms billed millions just for ‘attendance’ JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

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.