JPMorgan Chase & Co. $JPM Shares Sold by Oak Harvest Investment Services

Oak Harvest Investment Services decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 18.7% during the 3rd quarter, Holdings Channel reports. The fund owned 80,568 shares of the financial services provider’s stock after selling 18,489 shares during the quarter. JPMorgan Chase & Co. makes up 3.0% of Oak Harvest Investment Services’ portfolio, making the stock its 4th biggest holding. Oak Harvest Investment Services’ holdings in JPMorgan Chase & Co. were worth $25,413,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in 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 valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC boosted its position in shares of JPMorgan Chase & Co. by 6.9% during the 1st 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 in the last quarter. Axiom Investors LLC DE increased its holdings in shares of JPMorgan Chase & Co. by 84.8% in the 1st quarter. Axiom Investors LLC DE now owns 1,719,115 shares of the financial services provider’s stock valued at $421,699,000 after acquiring an additional 788,831 shares during the last quarter. Jacobs Levy Equity Management Inc. raised its position in shares of JPMorgan Chase & Co. by 11.3% during the 1st quarter. Jacobs Levy Equity Management Inc. now owns 46,682 shares of the financial services provider’s stock worth $11,451,000 after acquiring an additional 4,726 shares in the last quarter. Finally, Shellback Capital LP purchased a new stake in JPMorgan Chase & Co. during the first quarter worth approximately $30,662,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on JPM. The Goldman Sachs Group dropped their price target on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research note on Friday, December 5th. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Piper Sandler lifted their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, Wells Fargo & Company boosted their target price on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. Fifteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’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 transaction, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Trending Headlines about 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

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $325.22 on Monday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $330.86. The stock has a market capitalization of $885.32 billion, a price-to-earnings ratio of 16.11, a PEG ratio of 1.60 and a beta of 1.07. The company has a 50-day simple moving average of $312.85 and a 200-day simple 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 released 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 firm had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the company posted $4.37 earnings per share. On average, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business 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. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

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.