Gladstone Institutional Advisory LLC Has $24.95 Million Stock Position in JPMorgan Chase & Co. $JPM

Gladstone Institutional Advisory LLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 79,104 shares of the financial services provider’s stock after selling 4,105 shares during the quarter. JPMorgan Chase & Co. accounts for 1.0% of Gladstone Institutional Advisory LLC’s investment portfolio, making the stock its 19th biggest holding. Gladstone Institutional Advisory LLC’s holdings in JPMorgan Chase & Co. were worth $24,952,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of JPM. Yoder Wealth Management Inc. boosted its holdings in JPMorgan Chase & Co. by 4.5% during the third quarter. Yoder Wealth Management Inc. now owns 1,586 shares of the financial services provider’s stock worth $500,000 after purchasing an additional 69 shares during the last quarter. Hennion & Walsh Asset Management Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 7.4% in the 3rd quarter. Hennion & Walsh Asset Management Inc. now owns 38,517 shares of the financial services provider’s stock worth $12,149,000 after buying an additional 2,662 shares during the last quarter. Blue Bell Private Wealth Management LLC grew its position in JPMorgan Chase & Co. by 4.5% during the third quarter. Blue Bell Private Wealth Management LLC now owns 3,810 shares of the financial services provider’s stock valued at $1,202,000 after buying an additional 163 shares during the period. Forza Wealth Management LLC increased its holdings in JPMorgan Chase & Co. by 0.6% during the third quarter. Forza Wealth Management LLC now owns 18,011 shares of the financial services provider’s stock worth $5,681,000 after buying an additional 104 shares during the last quarter. Finally, Gries Financial LLC raised its position in JPMorgan Chase & Co. by 25.8% in the third quarter. Gries Financial LLC now owns 8,394 shares of the financial services provider’s stock worth $2,648,000 after acquiring an additional 1,720 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Q4 beat on core metrics — JPM reported adjusted EPS of $5.23 and revenue of ~$46.8B, topping Street estimates, supported by trading and NII strength. Business Wire: Q4 Results
• Positive Sentiment: Higher net interest income outlook — management outlined ~$95B NII (ex‑markets) guidance, which supports earnings power if rates remain elevated. MSN: $95B NII Guidance
• Neutral Sentiment: Management plans elevated tech/AI and payments investment in 2026 — strategic for long‑term competitiveness but implies near‑term expense growth. PYMNTS: Tech & AI Spend
• Neutral Sentiment: CFO signaled regulatory concerns around stablecoins and crypto yield products — positions the bank for conservative policy outcomes but flags industry uncertainty. Cointelegraph: Stablecoin Warning
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) weighed on reported profit, reducing headline net income despite adjusted beat. Reuters: Apple Card Charge
• Negative Sentiment: Investment‑banking fees slipped unexpectedly, missing forecasts — a visible drag on revenue mix and a key reason analysts trimmed enthusiasm. WSJ: IB Fees Miss
• Negative Sentiment: Political/regulatory risk: proposed 10% credit‑card rate cap (and the bank’s public pushback) creates uncertainty for card economics and could pressure future margins if enacted. Reuters: Credit-Card Cap Risk

Wall Street Analyst Weigh In

Several research analysts recently commented on JPM shares. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. The Goldman Sachs Group increased their price objective on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Keefe, Bruyette & Woods lifted their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. UBS Group increased their price target 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. Finally, TD Cowen boosted their price objective on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $333.90.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $311.48 on Wednesday. The stock’s 50-day moving average is $315.60 and its 200 day moving average is $304.99. The stock has a market cap of $847.94 billion, a price-to-earnings ratio of 15.43, a P/E/G ratio of 1.59 and a beta of 1.07. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year 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 earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the company earned $4.81 EPS. The firm’s revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts anticipate 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. Investors of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. 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 transaction, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.47% of the stock is owned by insiders.

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.