Kesler Norman & Wride LLC Has $4.47 Million Position in JPMorgan Chase & Co. $JPM

Kesler Norman & Wride LLC cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 17.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,184 shares of the financial services provider’s stock after selling 2,955 shares during the quarter. Kesler Norman & Wride LLC’s holdings in JPMorgan Chase & Co. were worth $4,474,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in JPM. Austin Asset Management Co Inc boosted its position in JPMorgan Chase & Co. by 8.8% in the third quarter. Austin Asset Management Co Inc now owns 1,028 shares of the financial services provider’s stock valued at $324,000 after buying an additional 83 shares in the last quarter. Life Planning Partners Inc lifted its stake in shares of JPMorgan Chase & Co. by 17.6% in the 3rd quarter. Life Planning Partners Inc now owns 1,366 shares of the financial services provider’s stock valued at $431,000 after acquiring an additional 204 shares during the last quarter. Narwhal Capital Management boosted its holdings in shares of JPMorgan Chase & Co. by 1.3% during the 3rd quarter. Narwhal Capital Management now owns 128,184 shares of the financial services provider’s stock valued at $40,433,000 after acquiring an additional 1,690 shares in the last quarter. Jessup Wealth Management Inc boosted its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 3rd quarter. Jessup Wealth Management Inc now owns 15,931 shares of the financial services provider’s stock valued at $5,025,000 after acquiring an additional 60 shares in the last quarter. Finally, Fjell Capital LLC grew its position in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Fjell Capital LLC now owns 6,099 shares of the financial services provider’s stock worth $1,924,000 after acquiring an additional 96 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last 90 days. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have commented on JPM. Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research report on Wednesday. Wells Fargo & Company raised their price objective on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Piper Sandler upped their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Hold” and an average price target of $336.32.

Key Headlines 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

JPMorgan Chase & Co. Trading Up 1.1%

JPM opened at $312.55 on Monday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a fifty day moving average of $315.40 and a 200-day moving average of $305.39. The stock has a market cap of $850.84 billion, a PE ratio of 15.62, a price-to-earnings-growth ratio of 1.53 and a beta of 1.07. 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 issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business 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 firm posted $4.81 earnings per share. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is 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.