JPMorgan Chase & Co. $JPM Holdings Reduced by Carnegie Investment Counsel

Carnegie Investment Counsel decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 399,828 shares of the financial services provider’s stock after selling 9,880 shares during the quarter. JPMorgan Chase & Co. comprises approximately 2.4% of Carnegie Investment Counsel’s portfolio, making the stock its 6th biggest holding. Carnegie Investment Counsel’s holdings in JPMorgan Chase & Co. were worth $126,118,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Mizuho Securities Co. Ltd. lifted its holdings in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Ryan Investment Management Inc. acquired a new stake in JPMorgan Chase & Co. during the second quarter worth $37,000. Finally, Christopher J. Hasenberg Inc raised its position in JPMorgan Chase & Co. by 212.0% in the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 106 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Down 0.4%

Shares of NYSE:JPM opened at $322.22 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $330.86. The firm’s 50 day moving average price is $312.35 and its 200 day moving average price is $301.90. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. The stock has a market cap of $877.17 billion, a price-to-earnings ratio of 15.96, a price-to-earnings-growth ratio of 1.66 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results 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. The company had revenue of $47.12 billion during 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%.JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same period in the previous year, the business earned $4.37 EPS. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

Analyst Ratings Changes

A number of research firms have recently weighed in on JPM. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. The Goldman Sachs Group lowered their target price on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a research note on Friday, December 5th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, KGI Securities upped their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $329.19.

JPMorgan Chase & Co. News Roundup

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

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the company’s stock in a transaction 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 transaction, the insider 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 filing with the SEC, which is accessible through this link. 0.47% of the stock is owned by company insiders.

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.