Cerity Partners LLC Has $620.10 Million Stake in JPMorgan Chase & Co. $JPM

Cerity Partners LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,965,883 shares of the financial services provider’s stock after selling 31,999 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.0% of Cerity Partners LLC’s investment portfolio, making the stock its 17th largest holding. Cerity Partners LLC owned about 0.07% of JPMorgan Chase & Co. worth $620,097,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Brighton Jones LLC boosted its holdings 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 raised its holdings in shares of 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 worth $379,000 after acquiring an additional 100 shares during the period. Czech National Bank lifted its position in JPMorgan Chase & Co. by 5.8% in the 2nd quarter. Czech National Bank now owns 679,309 shares of the financial services provider’s stock valued at $196,938,000 after acquiring an additional 37,087 shares in the last quarter. High Probability Advisors LLC acquired a new position in JPMorgan Chase & Co. in the 2nd quarter worth $215,000. Finally, Presidio Capital Management LLC boosted its stake in JPMorgan Chase & Co. by 45.0% in the 2nd quarter. Presidio Capital Management LLC now owns 3,559 shares of the financial services provider’s stock worth $1,032,000 after purchasing an additional 1,105 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 1.0%

JPM stock opened at $307.87 on Thursday. The company has a market cap of $838.10 billion, a price-to-earnings ratio of 15.39, a P/E/G ratio of 1.52 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The business has a 50 day moving average price of $315.52 and a two-hundred day moving average price of $305.01. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 EPS. The business’s revenue was up 7.1% compared to the same quarter last year. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid 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 1.9%. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

Insider Activity

In related news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated 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 sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Q4 beat on key metrics — JPM reported $5.23 EPS vs. consensus and $46.8B revenue, helped by strong trading and net interest income; management reiterated a resilient U.S. consumer backdrop. Q4 Results Press Release
• Positive Sentiment: Wall Street support remains — several firms (and at least one major analyst reiteration) continue to rate JPM a buy and keep elevated price targets, providing a floor under shares despite the selloff. Analyst Reiterate Buy
• Neutral Sentiment: Management flagged higher strategic spending (tech/AI, payments buildout) and signaled expense growth in 2026 — a long‑term positive for competitiveness but near‑term margin pressure. Dimon on Tech/AI Investment
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) and higher loan‑loss provisions trimmed reported profit, weighing on headlines despite the adjusted beat. Reuters: Profit Falls on Apple Card Charge
• Negative Sentiment: Investment‑banking fees unexpectedly fell versus estimates (weaker advisory/deal activity), a direct hit to a high‑margin business line and a key reason traders downgraded sentiment. WSJ: IB Fees Slip
• Negative Sentiment: Regulatory overhang — the White House proposal to cap credit‑card APRs at 10% has become a sector‑wide risk; JPM’s CFO warned it could reduce access to credit, and the possibility of policy action is pressuring bank multiples. CNBC: Credit Card Cap Coverage
• Negative Sentiment: Market reaction reflects valuation and sentiment — banks were trading at rich multiples, so even a mixed report plus policy risk triggered a broader pullback in financials that hit JPM despite fundamentals. MarketBeat: Banks Punished After Earnings

Analyst Upgrades and Downgrades

Several analysts have issued reports on JPM shares. CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday. They issued an “outperform” rating and a $355.00 price target on the stock. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Keefe, Bruyette & Woods boosted their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Finally, Piper Sandler lifted their price objective on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $335.91.

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.