Brown Shipley& Co Ltd Has $10.14 Million Holdings in JPMorgan Chase & Co. $JPM

Brown Shipley& Co Ltd lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 13.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 32,137 shares of the financial services provider’s stock after selling 5,205 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 5.4% of Brown Shipley& Co Ltd’s portfolio, making the stock its 6th biggest position. Brown Shipley& Co Ltd’s holdings in JPMorgan Chase & Co. were worth $10,137,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in JPM. Harbor Asset Planning Inc. bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the period. Ryan Investment Management Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc raised its holdings in JPMorgan Chase & Co. by 212.0% during the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after buying an additional 106 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Up 2.6%

Shares of NYSE:JPM opened at $334.09 on Tuesday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a market capitalization of $909.47 billion, a PE ratio of 16.55, a price-to-earnings-growth ratio of 1.60 and a beta of 1.07. The business has a fifty day moving average price of $313.45 and a two-hundred day moving average price of $303.14. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The company had revenue of $47.12 billion for 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 business’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the business posted $4.37 EPS. Analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Unusually large bullish options flow — traders bought ~264,572 call options on JPM (≈+305% vs. average), a direct market signal of short‑term bullish sentiment that can amplify intraday buying and implied volatility demand.
• Positive Sentiment: Analyst lift — Wells Fargo raised its price target on JPM to $360 and kept an Overweight rating, giving visible sell‑side support and signaling more upside for the stock. Wells Fargo raises PT
• Positive Sentiment: New advisory offering — JPMorgan launched “Special Advisory Services” to sell deeper firm expertise (AI, cybersecurity, etc.) to clients, a strategic product that can expand fee pools beyond standard M&A/financing. JPM launches advisory service
• Positive Sentiment: Loan/wholesale activity — JPM provided a $100M capital facility to Equify Financial to expand commercial lending, showing ongoing loan origination and syndication flow that supports net interest income and fee revenue. Equify $100M facility
• Positive Sentiment: Macro/energy tailwinds — JPMorgan analysts’ note estimating U.S. control of Venezuelan energy could materially expand global oil supply helped lift energy stocks and broader risk appetite, benefiting banks through higher trading/commodities activity and deal flow. JPM analysts on Venezuelan oil
• Positive Sentiment: Risk‑on market environment — headlines about Venezuela and deregulation helped push major indices to gains (Dow record close), a favorable backdrop for banks’ trading, investment banking and asset‑management revenues. Markets risk-on
• Neutral Sentiment: Valuation spotlight — coverage noting JPM’s market cap moving above $900B and relative valuation cheapness raises investor attention but is informational rather than immediately catalytic. MarketWatch on $900B club
• Neutral Sentiment: J.P. Morgan Healthcare Conference activity — many healthcare companies are presenting at JPM’s conference (raises franchise credibility and trading/investor relations flow, but impact on JPM’s stock is limited short term). Example: Teva presentation listing. Teva at JPM Healthcare Conference
• Negative Sentiment: Executive pay optics — media stories about Jamie Dimon’s large 2025 compensation package have generated negative PR/governance headlines that could attract criticism from some investors and politicians, a reputational risk (but not an immediate financial headwind). NYPost on Dimon windfall

Insider Activity

In other news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were 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 in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.47% of the stock is currently owned by insiders.

Analysts Set New Price Targets

JPM has been the subject of a number of analyst reports. KGI Securities lifted their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Royal Bank Of Canada dropped their price target on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a research report on Friday, December 12th. Barclays boosted their price objective on JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Fifteen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $332.00.

About JPMorgan Chase & Co.

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.