Greenwood Capital Associates LLC Reduces Stock Position in JPMorgan Chase & Co. $JPM

Greenwood Capital Associates LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 39,116 shares of the financial services provider’s stock after selling 1,998 shares during the period. JPMorgan Chase & Co. accounts for 1.4% of Greenwood Capital Associates LLC’s investment portfolio, making the stock its 11th biggest position. Greenwood Capital Associates LLC’s holdings in JPMorgan Chase & Co. were worth $12,338,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Fulton Breakefield Broenniman LLC lifted its position in shares of JPMorgan Chase & Co. by 5.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 58,653 shares of the financial services provider’s stock worth $18,501,000 after acquiring an additional 3,265 shares in the last quarter. LeConte Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 24.5% in the third quarter. LeConte Wealth Management LLC now owns 3,971 shares of the financial services provider’s stock valued at $1,253,000 after purchasing an additional 781 shares in the last quarter. Connective Portfolio Management LLC purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at $2,361,000. New Hampshire Trust raised its stake in shares of JPMorgan Chase & Co. by 0.4% during the 3rd quarter. New Hampshire Trust now owns 33,706 shares of the financial services provider’s stock valued at $10,632,000 after purchasing an additional 140 shares during the period. Finally, Richwood Investment Advisors LLC lifted its holdings in JPMorgan Chase & Co. by 4.4% during the 3rd quarter. Richwood Investment Advisors LLC now owns 2,386 shares of the financial services provider’s stock worth $753,000 after purchasing an additional 100 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Robin Leopold sold 966 shares of the 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 transaction, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $322.22 on Friday. The firm has a 50 day simple moving average of $312.35 and a two-hundred day simple moving average of $301.90. The stock has a market cap of $877.17 billion, a PE ratio of 15.96, a P/E/G ratio of 1.66 and a beta of 1.07. 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 current ratio of 0.86 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company had revenue of $47.12 billion during the quarter, compared to the consensus estimate of $44.42 billion. During the same period in the previous year, the firm posted $4.37 EPS. The firm’s revenue was up 8.8% compared to the same quarter last year. On average, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is 29.72%.

Key Stores Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Market strategists see financials as a likely beneficiary of sector rotation into 2026 and lower rates — JPMorgan is repeatedly cited as a “best‑of‑breed” bank that would benefit from a healthier yield curve and improved lending/credit conditions. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
• Positive Sentiment: Quality‑stock pick lists specifically name JPM as a top large‑cap financial to own in 2026 given its balance sheet strength and analyst forecasts for mid‑single‑digit EPS growth — a constructive reminder that macro upside (rate cuts) could re‑rate the shares.
• Neutral Sentiment: Analyst coverage and institutional flows remain supportive: recent shop‑level price targets cluster above the current price (median ~ $340) and large managers have both added and trimmed positions, leaving mixed but meaningful interest from Wall Street and funds. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Neutral Sentiment: J.P. Morgan Asset Management announced final distributions for several Canadian‑listed JPMorgan ETFs — housekeeping items for fund holders that don’t materially affect JPM’s bank earnings but can influence investor flows into affiliated funds. JPMorgan Announces Final Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Company guidance and social chatter about a nearly 10% rise in 2026 expenses is a near‑term headwind — investors worry higher operating costs will compress margins even if revenue growth holds, and recent insider sales (noted in reports) add to caution. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Negative Sentiment: Legal dispute: JPM is contesting roughly $74M in legal fees tied to the Charlie Javice fraud case and has called the fees “unconscionable” — ongoing litigation and related public headlines are a modest reputational and cash‑cost overhang. JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

Analyst Ratings Changes

A number of research firms have weighed in on JPM. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 15th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Wolfe Research boosted their price objective on shares of JPMorgan Chase & Co. from $342.00 to $346.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. Keefe, Bruyette & Woods increased their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Finally, Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Fifteen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $329.19.

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.