Vontobel Holding Ltd. Decreases Position in JPMorgan Chase & Co. $JPM

Vontobel Holding Ltd. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 361,531 shares of the financial services provider’s stock after selling 15,531 shares during the period. Vontobel Holding Ltd.’s holdings in JPMorgan Chase & Co. were worth $114,038,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Kingstone Capital Partners Texas LLC raised its stake in JPMorgan Chase & Co. by 609,867.5% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock valued at $21,133,630,000 after purchasing an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC boosted its stake in JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after purchasing an additional 300,160 shares during the last quarter. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of JPMorgan Chase & Co. by 5.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock worth $4,523,588,000 after buying an additional 890,553 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Trading Down 0.4%

JPM opened at $327.82 on Monday. The stock has a market capitalization of $892.40 billion, a PE ratio of 16.24, a P/E/G ratio of 1.69 and a beta of 1.08. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $330.86. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The business’s 50 day moving average price is $310.27 and its 200 day moving average price is $300.81.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 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 for the quarter, compared to the consensus estimate of $44.42 billion. During the same quarter in the previous year, the business earned $4.37 earnings per share. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Roundup

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

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on JPM shares. Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Royal Bank Of Canada lowered their target price 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. The Goldman Sachs Group cut their price target on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a report on Friday, December 5th. Citigroup boosted their price objective on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research note on Wednesday, September 24th. Finally, Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Fifteen research 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 MarketBeat.com, the company has an average rating of “Hold” and an average price target of $329.19.

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.