JPMorgan Chase & Co. $JPM Shares Acquired by Diversified Trust Co

Diversified Trust Co increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 45.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 99,212 shares of the financial services provider’s stock after purchasing an additional 31,080 shares during the period. JPMorgan Chase & Co. makes up 0.6% of Diversified Trust Co’s investment portfolio, making the stock its 25th biggest position. Diversified Trust Co’s holdings in JPMorgan Chase & Co. were worth $31,295,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. Harbor Asset Planning Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth approximately $26,000. Mizuho Securities Co. Ltd. grew its holdings in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares in the last quarter. Family Legacy Financial Solutions LLC increased its position in shares of 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 last quarter. Ryan Investment Management Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc raised its holdings in shares of JPMorgan Chase & Co. by 212.0% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 106 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the stock. Wells Fargo & Company boosted their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Monday. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Fifteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and an average target price of $332.00.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $334.09 on Tuesday. The company’s 50 day simple moving average is $313.45 and its 200-day simple moving average is $303.14. The firm has a market cap 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. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same quarter in the prior year, the business earned $4.37 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 8.8% compared to the same quarter last year. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced 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 is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

JPMorgan Chase & Co. News Summary

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 related news, insider Robin Leopold sold 966 shares of the firm’s 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 transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.47% of the stock is currently owned by corporate insiders.

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.