Alesco Advisors LLC Boosts Stake in JPMorgan Chase & Co. $JPM

Alesco Advisors LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 26.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,318 shares of the financial services provider’s stock after buying an additional 2,144 shares during the period. Alesco Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,255,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. during the second quarter valued at $26,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC increased its holdings in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. raised its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares in the last quarter. Finally, Clarity Asset Management Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 87.1% in 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 last quarter. Institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In related 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 value of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robin Leopold sold 966 shares of the 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 directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade 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 valued at $4,951,910 in the last quarter. Corporate insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

JPM has been the topic of several analyst reports. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Piper Sandler lifted their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft boosted their target price on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a research report on Tuesday, September 30th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, Wells Fargo & Company raised their price target on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $336.32.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Bank stocks seen as entering a “next phase” after 2025—analysts argue resilient consumer spending and shifting sources of bank profitability make JPM and peers attractive, supporting bullish flows into large-cap banks. Why JPM, BAC, and MS Stocks Are Buoyant in Banking’s ‘Next Phase’
• Positive Sentiment: Truist nudged its price target slightly higher (to $334), reflecting confidence in JPMorgan’s net interest income outlook after recent quarterly results; incremental analyst support can bolster momentum. JPMorgan’s (JPM) 2026 Net Interest Income Growth Remained a Key Focus at Truist
• Neutral Sentiment: JPMorgan completed a $6 billion note issuance (mix of floating and fixed-to-floating) to support liquidity and financing — a routine funding action that markets generally view as prudent rather than alarming. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes to Support Liquidity and Financing
• Neutral Sentiment: Research teams at JPMorgan published a Q1 short-list that includes a “flying car” stock recommendation — illustrates JPM’s ongoing markets/research business activity but is unlikely to move JPM shares materially. JPMorgan Says You Should Sell This 1 Flying Car Stock Short Now
• Neutral Sentiment: Former JPM strategist Marko Kolanovic warned that silver could fall substantially — market commentary tied to ex-staff views can influence commodity-volatility expectations but doesn’t directly change JPM’s fundamentals. ‘Silver Prices Won’t Last’: Former JPMorgan Strategist Warns of 50% Drop
• Neutral Sentiment: JPMorgan notified Treasury Wine Estates that it ceased to be a substantial holder — a small portfolio move with limited relevance to JPM’s core business. JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: Brokerage consensus remains a “Hold” on JPM — reinforces that analysts see JPM as fairly valued, limiting large directional moves from rating changes alone. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Hold” by Brokerages
• Negative Sentiment: President Trump filed a high-profile lawsuit naming JPMorgan and CEO Jamie Dimon, alleging debanking and seeking multibillion-dollar damages — this introduces political, reputational and legal risk that can pressure sentiment and increase headline-driven volatility. Focus: Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street
• Negative Sentiment: Broad news coverage and opinion pieces asking whether to sell JPM in light of the lawsuit amplify short-term selling pressure and uncertainty; watch for legal developments and any regulatory inquiries. Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $301.25 on Tuesday. 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 stock’s fifty day moving average is $314.47 and its two-hundred day moving average is $305.96. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market capitalization of $820.08 billion, a PE ratio of 15.05, a price-to-earnings-growth ratio of 1.45 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released 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. The business had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $4.81 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business 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 $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

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.