Harrell Investment Partners LLC Has $16.61 Million Position in JPMorgan Chase & Co. $JPM

Harrell Investment Partners LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,645 shares of the financial services provider’s stock after selling 2,632 shares during the period. JPMorgan Chase & Co. makes up 3.9% of Harrell Investment Partners LLC’s portfolio, making the stock its 5th biggest holding. Harrell Investment Partners LLC’s holdings in JPMorgan Chase & Co. were worth $16,606,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in JPM. Creative Planning lifted its stake in JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the last quarter. Aviva PLC lifted its position in JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after buying an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management lifted its position in JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after buying an additional 3,191 shares during the last quarter. Kelman Lazarov Inc. boosted its stake in JPMorgan Chase & Co. by 16.9% in the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after buying an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new position in JPMorgan Chase & Co. during the second quarter valued at approximately $534,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other 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 value of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,834 shares of company stock worth $4,951,910 over the last 90 days. 0.47% of the stock is currently owned by insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an overweight rating, signaling analyst conviction in JPM’s earnings trajectory and supporting the stock’s lift. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed a buy rating on JPM, reinforcing buy‑side support after JPM’s recent results and management commentary. Barclays maintains buy
• Positive Sentiment: JPMorgan formed a new Private Capital Advisory & Solutions team to help clients raise private capital — a strategic move to capture fees in the growing private markets and diversify fee income. Reuters: JPMorgan forms new advisory group
• Positive Sentiment: JPMorgan announced a new quantitative trading unit to boost electronic trading and data‑driven execution — a revenue/efficiency play as electronic markets intensify. Benzinga: JPMorgan forms new quant unit
• Positive Sentiment: Institutional buying: Mn Services disclosed an increase in its JPM position, a sign of institutional confidence and incremental demand for shares. QuiverQuant: Fund adds JPM shares
• Positive Sentiment: Goldman announced the sale/transition of its Apple Card business to JPMorgan — a strategic consumer‑banking acquisition that expands JPM’s card/consumer franchise (integration execution will matter). MarketBeat: Goldman Q4 / Apple Card transition
• Neutral Sentiment: JPMorgan research flagged potential industry shifts — e.g., Schwab weighing distribution fees for ETF issuers (a ~$500M addressable figure) — highlighting JPM’s influential research but not directly altering JPM’s near‑term earnings. Benzinga: Active ETFs face cost pressure
• Neutral Sentiment: JPMorgan has publicly cautioned about yield‑bearing stablecoins and crypto that mimic bank functions — a stance that signals regulatory engagement and caution as banks and crypto converge; this is industry‑level context rather than a direct earnings swing. Cointelegraph: Banks vs crypto tension
• Negative Sentiment: Sector valuation and policy overhangs are pressuring bank stocks after earnings—reports cite a pullback in large banks on valuation and concerns such as a proposed credit‑card rate cap, which would weigh on card income if enacted. That risk is a near‑term headwind for JPM and peers. MarketBeat: Bank stocks fall after earnings
• Negative Sentiment: Some commentators argue JPM’s current share price leaves limited margin for error, noting the stock may be “steep” for new entries after recent gains — an outlook that could cap further near‑term upside absent clear beats. Seeking Alpha: JPM price too steep

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on JPM shares. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday. They set an “outperform” rating and a $355.00 price target for the company. Loop Capital set a $310.00 price objective on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday. Finally, Evercore ISI increased their target price on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a report on Tuesday, September 30th. 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. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $336.32.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $312.55 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm’s fifty day simple moving average is $315.40 and its 200 day simple moving average is $305.30. The stock has a market cap of $850.84 billion, a P/E ratio of 15.62, a price-to-earnings-growth ratio of 1.53 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.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company posted $4.81 EPS. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders 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 yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

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.