James Hambro & Partners LLP Lowers Holdings in JPMorgan Chase & Co. $JPM

James Hambro & Partners LLP reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 690,000 shares of the financial services provider’s stock after selling 39,479 shares during the quarter. JPMorgan Chase & Co. comprises 7.7% of James Hambro & Partners LLP’s investment portfolio, making the stock its 2nd biggest position. James Hambro & Partners LLP’s holdings in JPMorgan Chase & Co. were worth $217,619,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. in the second quarter worth $26,000. Family Legacy Financial Solutions LLC boosted its stake in 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 purchasing an additional 50 shares during the period. Mizuho Securities Co. Ltd. grew its holdings in 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. Ryan Investment Management Inc. purchased a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $37,000. Finally, Christopher J. Hasenberg Inc increased its position in shares of JPMorgan Chase & Co. by 212.0% during the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after buying an additional 106 shares during the period. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently commented on JPM shares. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Deutsche Bank Aktiengesellschaft increased their target price on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research note on Tuesday, September 30th. KGI Securities boosted their price target on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. Piper Sandler increased their price objective on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, Royal Bank Of Canada dropped their price objective on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Fifteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $329.19.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $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 SEC, which can be accessed through this hyperlink. 0.47% of the stock is owned by insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan took a concrete step toward tokenization that industry observers say validates a wider shift to tokenized assets — this supports JPM’s long‑term revenue opportunities in custody/prime services and blockchain infrastructure. JPMorgan Just Confirmed My Tokenization Thesis
• Neutral Sentiment: JPMorgan notified IPH Ltd it ceased to be a substantial holder — a routine portfolio/positioning change for the bank’s asset/treasury operations with limited direct impact on JPM shares. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Neutral Sentiment: JPMorgan research raised its price target on Cogent Biosciences as part of a sector model update — a sign the firm’s research franchise remains active and influential, but this is about third‑party names rather than JPM’s own earnings. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan economists expect “uncomfortably slow” labor‑market growth in H1 2026 with improvement later — this research note tempers near‑term loan/deposit growth expectations but also signals the bank’s macro team sees a rebound later in the year. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Neutral Sentiment: JPMorgan published a broad set of 2026 stock picks that reflect its research depth — useful for investor sentiment but not an earnings driver for JPM itself. JPMorgan’s Top 3 Stocks to Crush the Market in 2026
• Negative Sentiment: Reports that JPMorgan has frozen or blocked accounts tied to stablecoin startups (domestic and LATAM) are generating regulatory and business‑model concerns — could limit future crypto‑related deposit/payment flows and invite scrutiny. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access
• Negative Sentiment: Regional reports highlight JPMorgan freezing LATAM stablecoin startup accounts — reinforces the perception of tighter access for crypto firms and could pressure fintech revenue opportunities in key geographies. Latam Insights: Venezuela’s USDT Oil Economy, JPMorgan Freezes Latam Stablecoin Startups’ Accounts

JPMorgan Chase & Co. Stock Down 0.4%

Shares of NYSE:JPM opened at $327.82 on Monday. The firm has a market capitalization of $892.40 billion, a PE ratio of 16.24, a price-to-earnings-growth ratio of 1.69 and a beta of 1.08. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $330.86. The firm has a fifty day moving average of $310.27 and a 200 day moving average of $300.81.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 17.18% and a net margin of 20.90%.The company’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same quarter last year, the business posted $4.37 earnings per share. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid 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. 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.