Pure Financial Advisors LLC Sells 1,547 Shares of JPMorgan Chase & Co. $JPM

Pure Financial Advisors LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,521 shares of the financial services provider’s stock after selling 1,547 shares during the quarter. Pure Financial Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,674,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in JPM. Kingstone Capital Partners Texas LLC lifted its holdings in JPMorgan Chase & Co. by 609,867.5% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock worth $21,133,630,000 after purchasing an additional 72,885,260 shares in the last quarter. Geode Capital Management LLC grew its holdings in JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after buying an additional 300,160 shares in the last quarter. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of JPMorgan Chase & Co. by 5.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock valued at $4,523,588,000 after buying an additional 890,553 shares during the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

JPM has been the subject of several research analyst reports. Keefe, Bruyette & Woods raised their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Wells Fargo & Company lifted their price target on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. TD Cowen boosted their price objective on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Finally, The Goldman Sachs Group decreased their price objective on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research report on Friday, December 5th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, 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 JPMorgan Chase & Co. 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 completion of the sale, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

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

NYSE JPM opened at $325.22 on Monday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $330.86. The firm’s 50 day moving average price is $312.85 and its 200-day moving average price is $302.72. The company 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. 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 issued its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion for the quarter, compared to the consensus estimate of $44.42 billion. During the same quarter last year, the company earned $4.37 earnings per share. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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 given 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 yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is currently 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.