JPMorgan Chase & Co. $JPM Shares Sold by Brown Shipley& Co Ltd

Brown Shipley& Co Ltd cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 13.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,137 shares of the financial services provider’s stock after selling 5,205 shares during the quarter. JPMorgan Chase & Co. makes up 5.4% of Brown Shipley& Co Ltd’s holdings, making the stock its 6th biggest holding. Brown Shipley& Co Ltd’s holdings in JPMorgan Chase & Co. were worth $10,137,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Family Legacy Financial Solutions LLC boosted its position in 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 buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. grew its stake in shares of JPMorgan Chase & Co. by 450.0% during 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 last quarter. Ryan Investment Management Inc. acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth $37,000. Finally, Christopher J. Hasenberg Inc lifted its stake in shares of JPMorgan Chase & Co. by 212.0% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after acquiring an additional 106 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on JPM. 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 report on Wednesday, December 10th. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Daiwa Capital Markets upped their price objective on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research note on Wednesday, October 8th. Wolfe Research lifted their target price on shares of JPMorgan Chase & Co. from $342.00 to $346.00 and gave the stock an “outperform” rating in a research report on Thursday, October 16th. Finally, Barclays boosted their target price on shares of JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday. Fifteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $332.00.

Insider Buying and Selling

In related news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares of the company’s stock, 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 document filed with the SEC, which is available at the SEC website. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $334.09 on Tuesday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The firm has a fifty day simple moving average of $313.45 and a 200 day simple moving average of $303.14. The company has a market capitalization of $909.47 billion, a PE ratio of 16.55, a P/E/G ratio of 1.60 and a beta of 1.07. 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. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 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 business had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. During the same quarter in the prior year, the firm posted $4.37 earnings per share. The business’s quarterly revenue was up 8.8% compared to the same quarter last year. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Key Stores Impacting JPMorgan Chase & Co.

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.