O Brien Wealth Partners LLC Has $1.31 Million Stock Holdings in JPMorgan Chase & Co. $JPM

O Brien Wealth Partners LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 247.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,145 shares of the financial services provider’s stock after purchasing an additional 2,953 shares during the period. O Brien Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $1,307,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% during the second 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 raised its stake in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares in the last quarter. Ryan Investment Management Inc. bought a new position in shares of JPMorgan Chase & Co. during the second quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc boosted its stake 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. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $307.87 on Thursday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The firm’s 50 day moving average is $315.52 and its 200-day moving average is $305.01. The firm has a market capitalization of $838.10 billion, a price-to-earnings ratio of 15.39, a PEG ratio of 1.52 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter last year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company 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 $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.72%.

Insider Buying and Selling at JPMorgan Chase & Co.

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

Wall Street Analyst Weigh In

JPM has been the subject of a number of recent analyst reports. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday. KGI Securities upped their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. TD Cowen raised their price objective on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Hsbc Global Res upgraded shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Finally, HSBC reissued a “hold” rating and issued a $245.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fifteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average price target of $335.91.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 beat on key metrics — JPM reported $5.23 EPS vs. consensus and $46.8B revenue, helped by strong trading and net interest income; management reiterated a resilient U.S. consumer backdrop. Q4 Results Press Release
• Positive Sentiment: Wall Street support remains — several firms (and at least one major analyst reiteration) continue to rate JPM a buy and keep elevated price targets, providing a floor under shares despite the selloff. Analyst Reiterate Buy
• Neutral Sentiment: Management flagged higher strategic spending (tech/AI, payments buildout) and signaled expense growth in 2026 — a long‑term positive for competitiveness but near‑term margin pressure. Dimon on Tech/AI Investment
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) and higher loan‑loss provisions trimmed reported profit, weighing on headlines despite the adjusted beat. Reuters: Profit Falls on Apple Card Charge
• Negative Sentiment: Investment‑banking fees unexpectedly fell versus estimates (weaker advisory/deal activity), a direct hit to a high‑margin business line and a key reason traders downgraded sentiment. WSJ: IB Fees Slip
• Negative Sentiment: Regulatory overhang — the White House proposal to cap credit‑card APRs at 10% has become a sector‑wide risk; JPM’s CFO warned it could reduce access to credit, and the possibility of policy action is pressuring bank multiples. CNBC: Credit Card Cap Coverage
• Negative Sentiment: Market reaction reflects valuation and sentiment — banks were trading at rich multiples, so even a mixed report plus policy risk triggered a broader pullback in financials that hit JPM despite fundamentals. MarketBeat: Banks Punished After Earnings

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.