International Assets Investment Management LLC Has $9.05 Million Stock Position in JPMorgan Chase & Co. $JPM

International Assets Investment Management LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 98.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,163 shares of the financial services provider’s stock after selling 1,548,996 shares during the period. JPMorgan Chase & Co. accounts for about 0.7% of International Assets Investment Management LLC’s investment portfolio, making the stock its 22nd biggest holding. International Assets Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $9,050,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Creative Planning grew its holdings in JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after purchasing an additional 29,844 shares during the last quarter. Aviva PLC boosted its holdings in shares of JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after buying an additional 126,742 shares during the period. Triangle Securities Wealth Management grew its stake in JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after buying an additional 3,191 shares during the last quarter. Kelman Lazarov Inc. raised its holdings in JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. acquired a new position in JPMorgan Chase & Co. during the 2nd quarter worth $534,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $308.30 on Tuesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The company has a 50-day moving average of $314.95 and a 200-day moving average of $306.55. 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 $839.28 billion, a price-to-earnings ratio of 15.41, a PEG ratio of 1.49 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (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 analyst estimates 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 quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.81 earnings per share. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on JPM. Wells Fargo & Company raised their price target 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. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Piper Sandler increased their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $336.82.

Insider Buying and Selling

In other news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction 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 sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 15,834 shares of company stock worth $4,951,910 in the last quarter. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan analysts remain strongly bullish on gold, calling for a sizable rally later this year — a view that positions the bank to benefit via trading and advisory revenue if volatility continues. JPMorgan Sees $6,300 Rally by Year-End
• Positive Sentiment: JPMorgan’s public call to “buy gold on weakness” reinforces its role as a go-to macro house — this visibility can boost client flows and trading volumes in commodities products. JPMorgan Chase (JPM) Tells Investors to ‘Buy Gold on Weakness’
• Neutral Sentiment: JPMorgan remains in the headlines for analyst activity (stock picks and sector calls) and is a trending stock on retail/analyst platforms — increased attention can amplify short-term flows but doesn’t change fundamentals. JPMorgan Chase & Co. (JPM) Is a Trending Stock
• Neutral Sentiment: Sensational short‑term pieces (e.g., ChatGPT price guesses) and JPMorgan analyst coverage of other stocks (Barrick/Agnico) are generating headlines but are unlikely to move JPM fundamentals materially. ChatGPT Thinks JPMorgan Stock Will Close At This Price
• Negative Sentiment: JPMorgan faces fresh reputational/legal scrutiny after claims around silver-market activity tied to a historic intraday crash — any regulatory action or fines would be a direct negative for earnings and investor sentiment. JPMorgan Faces Silver Manipulation Claims
• Negative Sentiment: Political/reputational headlines: reports that JPMorgan and peers will match certain employee political contributions and commentary about lobbying against UK banker taxes could provoke public backlash or regulatory scrutiny. JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee ‘Trump Accounts’
• Negative Sentiment: Coverage about JPMorgan’s suggested political pressure on UK policy (FT) raises reputational risk in Europe—monitor for any regulatory or political fallout. JPMorgan should ‘threaten’ UK over banker tax, Mandelson told Epstein

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.