Greystone Financial Group LLC Sells 4,098 Shares of JPMorgan Chase & Co. $JPM

Greystone Financial Group LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.9% 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 55,646 shares of the financial services provider’s stock after selling 4,098 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.7% of Greystone Financial Group LLC’s holdings, making the stock its 8th biggest holding. Greystone Financial Group LLC’s holdings in JPMorgan Chase & Co. were worth $17,552,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Kingstone Capital Partners Texas LLC increased its holdings in JPMorgan Chase & Co. by 609,867.5% in the 2nd 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 purchasing an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after buying an additional 300,160 shares during the period. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares during the period. Finally, Invesco Ltd. lifted its stake in JPMorgan Chase & Co. by 4.2% during the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after acquiring an additional 577,860 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan research abandons a 2026 Fed rate‑cut forecast and now models a rate hike in Q3 2027 — a higher‑for‑longer policy path would support bank net interest margins and revenue. JP Morgan Abandons 2026 Fed Rate Cut Forecast, Projects 2027 Hike Instead
• Positive Sentiment: Analysts and industry coverage note banks enter earnings season on firmer footing after a strong 2025 — helps support expectations for JPM’s upcoming quarterly report and reduces the chance of a sustained rout. Banks Enter Earnings Season on Firmer Footing, Though Risks Linger
• Neutral Sentiment: JPMorgan’s corporate activity: its securities arm built a notifiable ~6.9% stake in Hexagon Composites — strategic/portfolio activity that is unlikely to meaningfully move the parent’s earnings near term. JPMorgan Chase Takes Notifiable 6.9% Stake in Hexagon Composites
• Neutral Sentiment: Product and ETF coverage (JMUB, JGLO, JAVA, JBND) highlights JPM’s asset‑management distribution strength — positive for fee revenue over time but not a near‑term driver of the stock move. Wealthy Retirees Have A Special Loophole With A High Yield Municipal Bond ETF
• Negative Sentiment: Policy shock — the White House proposal to cap credit‑card interest at 10% triggered broad bank selling because it would directly compress card income and force lending pullback for subprime customers; JPM’s card business is large enough that the market is re‑pricing some regulatory risk. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates
• Negative Sentiment: Market and trading desk caution after reports of a DOJ probe into Fed Chair Powell — concerns about Fed independence raise the chance of policy uncertainty and near‑term volatility; JPM’s own trading desk signaled caution. JPMorgan trading desk says it’s now cautious due to threat to Fed independence
• Negative Sentiment: Pre‑earnings pullback: traders trimmed bank positions ahead of JPMorgan’s Q4 results and CEO commentary, amplifying weakness from the policy headlines. Short‑term sentiment is the proximate reason for the stock’s decline. JPMorgan Chase Stock Extends Pre-Earnings Pullback

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the business’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 in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $324.43 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. The firm has a fifty day moving average price of $315.55 and a 200 day moving average price of $304.82. The company has a market cap of $883.17 billion, a P/E ratio of 16.07, a PEG ratio of 1.61 and a beta of 1.07. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. The company 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%.JPMorgan Chase & Co.’s quarterly revenue was up 8.8% on a year-over-year basis. During the same period last year, the firm earned $4.37 earnings per share. Sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Upgrades and Downgrades

JPM has been the subject of several research reports. KGI Securities lifted their target price on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. The Goldman Sachs Group lifted their price objective on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Barclays upped their target price on shares of JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Royal Bank Of Canada decreased their price target on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Finally, TD Cowen upped their price objective on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Fourteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average target price of $333.90.

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.