Gibbs Wealth Management Reduces Position in JPMorgan Chase & Co. $JPM

Gibbs Wealth Management cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 24.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,589 shares of the financial services provider’s stock after selling 1,848 shares during the period. Gibbs Wealth Management’s holdings in JPMorgan Chase & Co. were worth $1,763,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. increased its holdings 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 purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. 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 worth $33,000 after purchasing an additional 50 shares during the last quarter. Finally, Clarity Asset Management Inc. lifted its holdings 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 worth $63,000 after purchasing an additional 101 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $305.59 on Monday. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The company’s 50-day moving average price is $314.74 and its 200 day moving average price is $306.42. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The stock has a market cap of $831.90 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.49 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.81 earnings per share. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Analysts Set New Price Targets

JPM has been the topic of a number of recent analyst reports. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target on the stock. 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 report on Wednesday, October 15th. Robert W. Baird set a $280.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average target price of $336.82.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Acquisition expands wealth footprint in UK — JPMorgan acquired WealthOS, a UK pensions platform, bolstering its wealth-management and recurring-fees business in Europe, which supports long-term revenue diversification. JPMorgan (JPM) Buys UK Pensions Platform WealthOS
• Positive Sentiment: New ETF launch targets international flows — JPM launched an active international ETF focused on developed markets, giving the firm an additional product to capture asset-gathering and management fees as investors diversify away from U.S. equities. Global Diversification Is Back: JPMorgan Launches New Active International ETF
• Neutral Sentiment: Participation in government “Trump Accounts” program — JPMorgan is listed as a supporting partner for the new youth tax-advantaged accounts, which could drive deposits and interchange/credit-card volume, but political exposure and program details leave net benefit uncertain. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Neutral Sentiment: Research publications drive market narratives but limited direct P&L impact — JPMorgan’s in-house research warned silver could fall to $50 (which may influence commodities trading flows) and the firm has published stock picks and short ideas; these items shape market positioning but are unlikely to meaningfully change JPM’s core earnings immediately. Silver Price Predictions: Why JPMorgan Warns Silver Will Crash Back to $50 in 2026 JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Third‑party sell-side/market commentary favors alternatives — some analyst/commentary pieces recommend switching from JPM to peers or fintech competitors (e.g., Nu Holdings), which can pressure JPM stock via flow rotation and sentiment even as JPM’s fundamentals remain solid. Should You Forget JPMorgan Chase and Buy Nu Holdings Stock Instead?

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is currently owned by corporate insiders.

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.