JPMorgan Chase & Co. $JPM Shares Sold by Analyst IMS Investment Management Services Ltd.

Analyst IMS Investment Management Services Ltd. lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 56.5% during the 3rd quarter, Holdings Channel reports. The fund owned 7,346 shares of the financial services provider’s stock after selling 9,539 shares during the quarter. Analyst IMS Investment Management Services Ltd.’s holdings in JPMorgan Chase & Co. were worth $2,317,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Creative Planning raised its position in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after purchasing an additional 29,844 shares during the period. Aviva PLC boosted its stake in shares of JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the period. Triangle Securities Wealth Management grew its stake in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after acquiring an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. grew its stake in JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after purchasing an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $534,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Analysts and market pieces are highlighting JPMorgan as a top large‑cap financial pick for 2026 — the firm is viewed as “best of breed” and should benefit if rates fall (healthier yield curve, better lending outlook). Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026
• Positive Sentiment: Wall Street momentum: multiple brokerages have issued buy/overweight ratings and raised price targets (median ~ $340), supporting bullish investor expectations for JPM earnings and total return. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Neutral Sentiment: Intraday/near‑term price action noted by market sites shows modest gains — helpful context but not a driver by itself. JPMorgan Chase & Co. (JPM) Exceeds Market Returns
• Neutral Sentiment: Macro/sector themes: MarketBeat’s sector pieces emphasize rotation into financials if rates ease — a tailwind for JPM but dependent on Fed action and loan demand. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
• Negative Sentiment: Cost risk: social‑media and research chatter highlights a company warning that operating expenses could rise ~10% in 2026 — investors fear margin pressure if revenue growth lags. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Negative Sentiment: Litigation over the Javice student‑lead generation case remains active — JPM is contesting large legal fees and alleging third parties billed millions, which keeps headline risk and potential legal costs on investors’ radar. JPMorgan says Javice firms billed millions just for ‘attendance’ JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Barclays increased their price target on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 15th. Piper Sandler increased their target price on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. Wells Fargo & Company upped their price objective on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Finally, TD Cowen lifted their target price on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Fifteen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $325.22 on Monday. The company has a market cap of $885.32 billion, a P/E ratio of 16.11, a price-to-earnings-growth ratio of 1.60 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 business has a fifty day moving average of $312.85 and a two-hundred day moving average of $302.72. 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. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, beating the consensus estimate of $4.83 by $0.24. The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The business’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter last year, the business earned $4.37 earnings per share. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share 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. Stockholders 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 dividend yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is 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.