Greenleaf Trust Sells 18,811 Shares of JPMorgan Chase & Co. $JPM

Greenleaf Trust trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 16.3% in the third quarter, HoldingsChannel reports. The fund owned 96,483 shares of the financial services provider’s stock after selling 18,811 shares during the period. JPMorgan Chase & Co. makes up 0.3% of Greenleaf Trust’s investment portfolio, making the stock its 27th biggest position. Greenleaf Trust’s holdings in JPMorgan Chase & Co. were worth $30,434,000 at the end of the most recent reporting period.

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

Trending Headlines about JPMorgan Chase & Co.

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

Insider Buying and Selling

In other news, insider Robin Leopold sold 966 shares of the company’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on JPM shares. KGI Securities raised their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. HSBC reiterated a “hold” rating and set a $245.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Fifteen 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, JPMorgan Chase & Co. has a consensus rating of “Hold” and a consensus price target of $333.90.

JPMorgan Chase & Co. Stock Down 4.0%

Shares of NYSE JPM opened at $311.48 on Wednesday. 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. has a 52-week low of $202.16 and a 52-week high of $337.25. The stock has a 50 day moving average price of $315.60 and a 200 day moving average price of $304.99. The firm has a market capitalization of $847.94 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 1.59 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s revenue was up 7.1% compared to the same quarter last year. During the same period last year, the business posted $4.81 EPS. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.72%.

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.