JPMorgan Chase & Co. $JPM Shares Bought by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 24.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,642 shares of the financial services provider’s stock after buying an additional 3,665 shares during the quarter. JPMorgan Chase & Co. comprises 0.6% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. Octavia Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $5,880,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth $26,000. Mizuho Securities Co. Ltd. boosted its holdings in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. during the third quarter worth about $32,000. Family Legacy Financial Solutions LLC increased its holdings in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares in the last quarter. Finally, Clarity Asset Management Inc. lifted its position in shares of JPMorgan Chase & Co. by 87.1% during the 2nd 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 period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on JPM shares. HSBC reaffirmed a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Loop Capital set a $310.00 price objective on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Hsbc Global Res upgraded shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Finally, Daiwa Capital Markets lifted their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently 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: Q4 earnings and underlying fundamentals remain supportive — JPMorgan recently reported an earnings beat and solid revenue growth, which leaves the firm with healthy profitability metrics and analyst confidence heading into 2026.
• Positive Sentiment: JPMorgan scheduled a Company Update in New York (Feb. 23) offering management Q&A and additional transparency for investors. JPMorganChase Company Update 2026
• Neutral Sentiment: JPMorgan completed $6 billion of new public debt offerings — a capital-markets action that funds operations and liquidity but slightly increases leverage and interest expense exposure. JPMorgan Chase Issues $6 Billion in New Debt
• Neutral Sentiment: JPMorgan’s research desk remains active (eg. semiconductor/AI stock picks, sector coverage changes). Analyst notes can support flow business and fee revenue but are not an immediate driver of the bank’s share price. Nvidia, Broadcom, Micron: JPMorgan’s Top Semiconductor Picks for 2026
• Negative Sentiment: The dominant headline is a $5 billion lawsuit filed by former President Trump alleging JPMorgan “debanked” him for political reasons in 2021 — a reputational and legal overhang that has driven intraday selling and heightened media scrutiny. JPMorgan disputes the claim and says account closures were due to legal/regulatory risk, but litigation risk and political attention are acute near-term negatives. Trump sues JPMorgan Chase, CEO Dimon over alleged ‘political’ debanking
• Neutral Sentiment: JPMorgan issued a public statement calling the lawsuit without merit and reiterating that account actions reflect legal/regulatory risk — this reduces some uncertainty but does not eliminate litigation or political headlines. JPMorganChase Statement Regarding President Trump’s Lawsuit
• Negative Sentiment: Corporate-governance attention after the board approved a roughly $43M pay package for CEO Jamie Dimon may add to investor sensitivity on costs and optics amid the legal dispute. JPMorgan CEO Jamie Dimon’s pay rises to $43 million in 2025

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The shares were 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 owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $297.95 on Friday. The firm has a 50 day simple moving average of $314.45 and a 200-day simple moving average of $305.55. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The firm has a market cap of $811.10 billion, a PE ratio of 14.89, a P/E/G ratio of 1.49 and a beta of 1.07. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released 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%. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the company earned $4.81 EPS. On average, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

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.