Legacy Trust Raises Stock Holdings in JPMorgan Chase & Co. $JPM

Legacy Trust increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 8.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,140 shares of the financial services provider’s stock after purchasing an additional 2,942 shares during the period. JPMorgan Chase & Co. accounts for 2.4% of Legacy Trust’s holdings, making the stock its 8th biggest holding. Legacy Trust’s holdings in JPMorgan Chase & Co. were worth $12,346,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in JPM. Peterson Wealth Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares during the last quarter. TradeWell Securities LLC. lifted its stake in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer boosted its holdings in shares of JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares during the last quarter. Granite Group Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares in the last quarter. Finally, JFS Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.4% in the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock worth $2,290,000 after purchasing an additional 35 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JPM shares. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Wells Fargo & Company increased their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday. Fifteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $336.32.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 966 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 15,834 shares of company stock worth $4,951,910 in the last ninety days. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $312.55 on Tuesday. The firm has a market capitalization of $850.84 billion, a PE ratio of 15.62, a PEG ratio of 1.53 and a beta of 1.07. The stock’s fifty day moving average is $315.31 and its 200 day moving average is $305.51. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion for 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 business’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.81 earnings per share. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share 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. Investors of record on Tuesday, January 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 results: JPM reported a top‑and‑bottom‑line beat (revenue and EPS above estimates) and management gave commentary on consumer/corporate trends; investors are focusing on the underlying franchise strength despite a one‑time reserve. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Positive Sentiment: Analyst support: Multiple firms have buy/overweight stances and price targets above current levels (median target noted around $350); Baird also raised its target following Q4, adding upward pressure. Baird Raises JPMorgan (JPM) PT to $280 Following Strong Q4 Results, Robust Credit Quality
• Positive Sentiment: Strategic growth moves: JPMorgan launched a dedicated private capital advisory unit (adds fee‑business scale and cross‑sell opportunities) and is set to take over the Apple Card portfolio from Goldman, both of which increase franchise optionality in higher‑margin areas. JPMorgan sets up dedicated private capital advisory unit
• Neutral Sentiment: Market commentary: JPMorgan strategists view Q4 earnings season as broadly constructive for equities (macro/earnings tone may support cyclical flows but doesn’t change firm fundamentals). JPMorgan says Q4 earnings season likely to reassure despite geopolitical noise
• Neutral Sentiment: Investor chatter: Media/commentators (e.g., Jim Cramer) flagged the stock as “due for a breather” after the post‑earnings move — a reminder that momentum traders may take profits even amid fundamental positives. Jim Cramer on JPMorgan: “It Was Due for a Breather”
• Negative Sentiment: Political/legal risk: President Trump has publicly threatened to sue JPMorgan alleging “debanking” tied to January‑6 actions; the headlines raise reputational and regulatory risk and are stirring social‑media volatility. I’ll be suing…’: Trump threatens lawsuit against JP Morgan, revives ‘debanking’ claims
• Negative Sentiment: Insider selling: Multiple senior executives have sold sizable positions recently (COO, GC and others), and QuiverQuant notes 10 open‑market insider sales in six months — investors often view concentrated insider sales as a near‑term negative signal. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Negative Sentiment: Reserve/credit charge: The quarter included a roughly $2.2B reserve related to the Apple credit card portfolio — while management framed it as prudent, the item introduces near‑term earnings noise and heightened focus on consumer credit trends. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute

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.