JPMorgan Chase & Co. $JPM is Allen Mooney & Barnes Investment Advisors LLC’s 6th Largest Position

Allen Mooney & Barnes Investment Advisors LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,239 shares of the financial services provider’s stock after selling 20,213 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 2.9% of Allen Mooney & Barnes Investment Advisors LLC’s holdings, making the stock its 6th biggest position. Allen Mooney & Barnes Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $18,686,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC increased its position in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the period. Axiom Investors LLC DE raised its position in shares of JPMorgan Chase & Co. by 84.8% during the first quarter. Axiom Investors LLC DE now owns 1,719,115 shares of the financial services provider’s stock valued at $421,699,000 after buying an additional 788,831 shares during the last quarter. Saudi Central Bank acquired a new stake in shares of JPMorgan Chase & Co. during the 1st quarter worth approximately $272,000. Finally, Calton & Associates Inc. raised its stake in shares of JPMorgan Chase & Co. by 30.4% in the 1st quarter. Calton & Associates Inc. now owns 9,204 shares of the financial services provider’s stock valued at $2,258,000 after buying an additional 2,146 shares in the last quarter. Institutional investors and hedge funds 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 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

Wall Street Analyst Weigh In

Several brokerages recently commented on JPM. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Wolfe Research upped their target price on shares of JPMorgan Chase & Co. from $342.00 to $346.00 and gave the company an “outperform” rating in a research report on Thursday, October 16th. Daiwa Capital Markets increased their target price on shares of JPMorgan Chase & Co. from $330.00 to $332.00 and gave the stock an “outperform” rating in a report on Wednesday, October 8th. Finally, Royal Bank Of Canada cut their price objective on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Fifteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $329.19.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $327.82 on Monday. The company has a fifty day moving average price of $310.27 and a two-hundred day moving average price of $300.81. The stock has a market cap of $892.40 billion, a P/E ratio of 16.24, a P/E/G ratio of 1.69 and a beta of 1.08. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $330.86.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same period last year, the firm posted $4.37 earnings per share. The business’s revenue was up 8.8% on a year-over-year basis. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS 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. Stockholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

Insider Transactions at JPMorgan Chase & Co.

In other 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 value of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.47% of the stock is owned by corporate insiders.

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.