JPMorgan Chase & Co. $JPM is Douglas Lane & Associates LLC’s 3rd Largest Position

Douglas Lane & Associates LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.9% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 645,333 shares of the financial services provider’s stock after selling 55,704 shares during the period. JPMorgan Chase & Co. makes up approximately 2.8% of Douglas Lane & Associates LLC’s holdings, making the stock its 3rd biggest position. Douglas Lane & Associates LLC’s holdings in JPMorgan Chase & Co. were worth $203,557,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. during the second quarter valued at approximately $26,000. Family Legacy Financial Solutions LLC raised its stake in JPMorgan Chase & Co. by 92.6% during the 3rd 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 during the last quarter. Mizuho Securities Co. Ltd. lifted its holdings 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 during the period. Ryan Investment Management Inc. bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc boosted its stake in shares of JPMorgan Chase & Co. by 212.0% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after buying an additional 106 shares during the last quarter. Hedge funds and other institutional investors own 71.55% 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 is actively evaluating cryptocurrency trading services for institutional clients — including spot and derivatives — a potential new fee revenue stream that aligns the bank with peers moving into digital assets and could boost trading and custody volumes. Read More.
• Positive Sentiment: Multiple outlets report the crypto push (markets desk planning, internal evaluations), reinforcing that this is a coordinated strategic move rather than isolated rumor — increases credibility that JPM can capture institutional digital-asset flow. Read More.
• Positive Sentiment: JPMorgan reclaimed the top spot in India equity deal underwriting for 2025, signaling strong investment-banking pipeline and regional wins that support fee growth in Asia. That helps diversify revenue outside U.S. markets. Read More.
• Positive Sentiment: Analyst commentary highlights AI-driven productivity gains at JPMorgan, with sell-side EPS upgrades and management framing elevated 2026 spend as strategic investment — investors may view this as supporting durable earnings growth and premium multiple. Read More.
• Neutral Sentiment: JPMorgan Asset Management announced estimated ETF cash and reinvested capital gain distributions for Canadian-listed JPM ETFs — routine for asset-manager product flows, limited direct impact on JPM’s core P&L. Read More.
• Neutral Sentiment: Small institutional buying reported (Breakthru Advisory purchased ~2,638 shares) — minor portfolio flow signal but not material to market cap. Read More.
• Negative Sentiment: Legal/settlement noise: reporting on Charlie Javice’s post-conviction billing dispute with JPMorgan (a roughly $74M legal-fee/settlement-related episode) creates headline risk and minor reputational distraction; dollar amount is small relative to JPM’s balance sheet but could attract short-term negative attention. Read More.

Analyst Ratings Changes

A number of research firms recently commented on JPM. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. KGI Securities increased their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Finally, Truist Financial increased their price objective on shares of JPMorgan Chase & Co. from $319.00 to $330.00 and gave the stock a “hold” rating in a research note on Thursday, December 18th. Fifteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $329.19.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.9%

JPMorgan Chase & Co. stock opened at $325.94 on Wednesday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $327.78. The firm has a market capitalization of $887.29 billion, a price-to-earnings ratio of 16.14, a P/E/G ratio of 1.67 and a beta of 1.08. The firm has a 50 day moving average of $308.60 and a 200 day moving average of $299.52. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating the consensus estimate of $4.83 by $0.24. The business had revenue of $47.12 billion for the quarter, compared to the consensus estimate of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.37 earnings per share. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

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.