Plimoth Trust Co. LLC Cuts Stock Position in JPMorgan Chase & Co. $JPM

Plimoth Trust Co. LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 43,360 shares of the financial services provider’s stock after selling 2,142 shares during the quarter. JPMorgan Chase & Co. comprises 3.1% of Plimoth Trust Co. LLC’s holdings, making the stock its 6th biggest position. Plimoth Trust Co. LLC’s holdings in JPMorgan Chase & Co. were worth $13,677,000 as of its most recent SEC filing.

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

JPMorgan Chase & Co. Trading Up 0.9%

Shares of NYSE:JPM opened at $325.22 on Monday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $330.86. The business has a 50 day moving average of $312.85 and a 200-day moving average of $302.72. 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 $885.32 billion, a PE ratio of 16.11, a P/E/G ratio of 1.60 and a beta of 1.07.

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 for the quarter, topping the consensus estimate of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period last year, the firm posted $4.37 EPS. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

Analyst Upgrades and Downgrades

A number of analysts have commented on JPM shares. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Evercore ISI lifted their price target on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a report on Tuesday, September 30th. Citigroup boosted their price target on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research report on Wednesday, September 24th. Truist Financial upped their price objective on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the company a “hold” rating in a research note on Thursday, December 18th. Finally, The Goldman Sachs Group reduced their target price on 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. 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 data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and a consensus target price of $329.19.

Insider Activity

In other news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction dated 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 sale, the insider 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.47% 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

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.