Diversified Trust Co Raises Position in JPMorgan Chase & Co. $JPM

Diversified Trust Co raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 45.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 99,212 shares of the financial services provider’s stock after buying an additional 31,080 shares during the period. JPMorgan Chase & Co. comprises about 0.6% of Diversified Trust Co’s portfolio, making the stock its 25th largest holding. Diversified Trust Co’s holdings in JPMorgan Chase & Co. were worth $31,295,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Clark Asset Management LLC increased its position in shares of JPMorgan Chase & Co. by 3.2% during the third quarter. Clark Asset Management LLC now owns 7,932 shares of the financial services provider’s stock worth $2,502,000 after purchasing an additional 245 shares in the last quarter. Montz Harcus Wealth Management LLC boosted its stake in JPMorgan Chase & Co. by 8.9% during the 3rd quarter. Montz Harcus Wealth Management LLC now owns 11,314 shares of the financial services provider’s stock worth $3,569,000 after purchasing an additional 927 shares during the last quarter. LVW Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.3% during the third quarter. LVW Advisors LLC now owns 27,052 shares of the financial services provider’s stock worth $8,533,000 after buying an additional 869 shares in the last quarter. Wallington Asset Management LLC raised its position in shares of JPMorgan Chase & Co. by 2.8% in the third quarter. Wallington Asset Management LLC now owns 5,129 shares of the financial services provider’s stock valued at $1,618,000 after buying an additional 142 shares during the last quarter. Finally, Continuum Advisory LLC lifted its stake in shares of JPMorgan Chase & Co. by 3.0% in the third quarter. Continuum Advisory LLC now owns 18,635 shares of the financial services provider’s stock worth $5,878,000 after buying an additional 534 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on JPM shares. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 15th. Wolfe Research upped their price target on JPMorgan Chase & Co. from $342.00 to $346.00 and gave the company an “outperform” rating in a research report on Thursday, October 16th. Truist Financial increased their price target on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the company a “hold” rating in a report on Thursday, December 18th. Piper Sandler boosted their price objective on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. Finally, Barclays raised their target price on JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a research note on Monday. Fifteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Hold” and a consensus target price of $332.00.

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 dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the sale, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Trading Up 2.6%

Shares of JPM stock opened at $334.09 on Tuesday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. 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 company has a 50-day moving average of $313.45 and a two-hundred day moving average of $303.14. The firm has a market cap of $909.47 billion, a PE ratio of 16.55, a price-to-earnings-growth 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 EPS for the quarter, topping 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 in the prior year, the firm earned $4.37 earnings per share. The firm’s revenue was up 8.8% compared to the same quarter last year. On average, analysts predict 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. Shareholders of record on Tuesday, January 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Unusually large bullish options flow — traders bought ~264,572 call options on JPM (≈+305% vs. average), a direct market signal of short‑term bullish sentiment that can amplify intraday buying and implied volatility demand.
• Positive Sentiment: Analyst lift — Wells Fargo raised its price target on JPM to $360 and kept an Overweight rating, giving visible sell‑side support and signaling more upside for the stock. Wells Fargo raises PT
• Positive Sentiment: New advisory offering — JPMorgan launched “Special Advisory Services” to sell deeper firm expertise (AI, cybersecurity, etc.) to clients, a strategic product that can expand fee pools beyond standard M&A/financing. JPM launches advisory service
• Positive Sentiment: Loan/wholesale activity — JPM provided a $100M capital facility to Equify Financial to expand commercial lending, showing ongoing loan origination and syndication flow that supports net interest income and fee revenue. Equify $100M facility
• Positive Sentiment: Macro/energy tailwinds — JPMorgan analysts’ note estimating U.S. control of Venezuelan energy could materially expand global oil supply helped lift energy stocks and broader risk appetite, benefiting banks through higher trading/commodities activity and deal flow. JPM analysts on Venezuelan oil
• Positive Sentiment: Risk‑on market environment — headlines about Venezuela and deregulation helped push major indices to gains (Dow record close), a favorable backdrop for banks’ trading, investment banking and asset‑management revenues. Markets risk-on
• Neutral Sentiment: Valuation spotlight — coverage noting JPM’s market cap moving above $900B and relative valuation cheapness raises investor attention but is informational rather than immediately catalytic. MarketWatch on $900B club
• Neutral Sentiment: J.P. Morgan Healthcare Conference activity — many healthcare companies are presenting at JPM’s conference (raises franchise credibility and trading/investor relations flow, but impact on JPM’s stock is limited short term). Example: Teva presentation listing. Teva at JPM Healthcare Conference
• Negative Sentiment: Executive pay optics — media stories about Jamie Dimon’s large 2025 compensation package have generated negative PR/governance headlines that could attract criticism from some investors and politicians, a reputational risk (but not an immediate financial headwind). NYPost on Dimon windfall

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.