JPMorgan Chase & Co. $JPM Holdings Decreased by Kercheville Advisors LLC

Kercheville Advisors LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 36.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,765 shares of the financial services provider’s stock after selling 3,300 shares during the quarter. Kercheville Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,818,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC lifted its position in shares of 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 buying an additional 72,885,260 shares during the last quarter. Norges Bank acquired a new stake in JPMorgan Chase & Co. during the second quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC lifted its holdings in 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 acquiring an additional 16,727,530 shares during the last quarter. Viking Global Investors LP boosted its stake in JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after acquiring an additional 1,870,386 shares during the period. Finally, Montrusco Bolton Investments Inc. acquired a new position in JPMorgan Chase & Co. in the second quarter valued at approximately $485,802,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $324.43 on Tuesday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock’s fifty day moving average is $315.55 and its 200-day moving average is $304.82. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $883.17 billion, a price-to-earnings ratio of 16.07, a price-to-earnings-growth ratio of 1.61 and a beta of 1.07.

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

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. 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 (DPR) is 29.72%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on JPM shares. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Hsbc Global Res upgraded shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research report on Wednesday, January 7th. Finally, UBS Group increased their price objective on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, October 7th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $333.90.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan research abandons a 2026 Fed rate‑cut forecast and now models a rate hike in Q3 2027 — a higher‑for‑longer policy path would support bank net interest margins and revenue. JP Morgan Abandons 2026 Fed Rate Cut Forecast, Projects 2027 Hike Instead
• Positive Sentiment: Analysts and industry coverage note banks enter earnings season on firmer footing after a strong 2025 — helps support expectations for JPM’s upcoming quarterly report and reduces the chance of a sustained rout. Banks Enter Earnings Season on Firmer Footing, Though Risks Linger
• Neutral Sentiment: JPMorgan’s corporate activity: its securities arm built a notifiable ~6.9% stake in Hexagon Composites — strategic/portfolio activity that is unlikely to meaningfully move the parent’s earnings near term. JPMorgan Chase Takes Notifiable 6.9% Stake in Hexagon Composites
• Neutral Sentiment: Product and ETF coverage (JMUB, JGLO, JAVA, JBND) highlights JPM’s asset‑management distribution strength — positive for fee revenue over time but not a near‑term driver of the stock move. Wealthy Retirees Have A Special Loophole With A High Yield Municipal Bond ETF
• Negative Sentiment: Policy shock — the White House proposal to cap credit‑card interest at 10% triggered broad bank selling because it would directly compress card income and force lending pullback for subprime customers; JPM’s card business is large enough that the market is re‑pricing some regulatory risk. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates
• Negative Sentiment: Market and trading desk caution after reports of a DOJ probe into Fed Chair Powell — concerns about Fed independence raise the chance of policy uncertainty and near‑term volatility; JPM’s own trading desk signaled caution. JPMorgan trading desk says it’s now cautious due to threat to Fed independence
• Negative Sentiment: Pre‑earnings pullback: traders trimmed bank positions ahead of JPMorgan’s Q4 results and CEO commentary, amplifying weakness from the policy headlines. Short‑term sentiment is the proximate reason for the stock’s decline. JPMorgan Chase Stock Extends Pre-Earnings Pullback

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. 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.