Alley Investment Management Company LLC Decreases Stock Position in JPMorgan Chase & Co. $JPM

Alley Investment Management Company LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 119,078 shares of the financial services provider’s stock after selling 9,492 shares during the period. JPMorgan Chase & Co. comprises about 4.4% of Alley Investment Management Company LLC’s holdings, making the stock its largest holding. Alley Investment Management Company LLC’s holdings in JPMorgan Chase & Co. were worth $37,561,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $26,000. Mizuho Securities Co. Ltd. increased its position in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Clarity Asset Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $64,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Down 3.2%

Shares of NYSE:JPM opened at $302.41 on Wednesday. The stock has a 50 day moving average of $315.05 and a 200 day moving average of $305.55. The company has a market cap of $823.24 billion, a PE ratio of 15.11, a price-to-earnings-growth ratio of 1.53 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. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate 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 company had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the prior year, the firm posted $4.81 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company 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 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Wall Street remains constructive: multiple firms have buy/overweight ratings and a median 6‑month price target near $350, signaling continued analyst conviction that JPM can outperform. Analyst Sentiment & Price Targets
• Positive Sentiment: Heavy bullish options flow: traders bought an unusually large volume of JPM calls (reported ~113k contracts), which often signals speculative bullish positioning or hedging ahead of catalysts. Options Flow Report
• Positive Sentiment: Target/upgrade activity: Baird raised its JPM price target following strong Q4 results and robust credit trends — a near-term supportive datapoint for investors. Baird Raise
• Positive Sentiment: Business expansion: JPMorgan announced a dedicated private capital advisory unit, widening fee-generating advisory capabilities in alternatives/private capital. This supports revenue diversification. Private Capital Unit
• Neutral Sentiment: Lobbying disclosure: JPM reported $1.12M in Q4 lobbying covering bank structure, capital rules, AI/fintech, BSA/AML, digital assets and consumer protections — shows active engagement with regulators but creates uncertainty on how rules will evolve. Lobbying Update
• Neutral Sentiment: JPM strategists say Q4 earnings season should be broadly constructive for markets — a contextual note that earnings could support the bank if trends remain intact. Strat Comment on Q4
• Negative Sentiment: Significant insider selling: multiple senior JPM executives have sold stock in recent months (COO, General Counsel, other leaders), which can be perceived negatively even if sales are for diversification or compensation needs. Insider Selling
• Negative Sentiment: Political/legal headline risk: former President Trump has publicly threatened to sue JPM over alleged ‘debanking’ — this political dispute increases reputational and event‑risk volatility for the stock. Trump Threatens Lawsuit

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on JPM. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Daiwa Capital Markets raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. KGI Securities lifted their price objective on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $336.32.

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 sale, the insider directly owned 58,479 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction 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 transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last quarter. 0.47% of the stock is owned by insiders.

About JPMorgan Chase & Co.

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.