Atlas Legacy Advisors LLC Increases Stock Position in JPMorgan Chase & Co. $JPM

Atlas Legacy Advisors LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 26.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,004 shares of the financial services provider’s stock after buying an additional 4,020 shares during the period. JPMorgan Chase & Co. accounts for 1.2% of Atlas Legacy Advisors LLC’s investment portfolio, making the stock its 24th biggest position. Atlas Legacy Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $5,994,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC increased its holdings in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC increased its holdings in shares of JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares during the period. Wagner Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 1.2% in the second quarter. Wagner Wealth Management LLC now owns 4,726 shares of the financial services provider’s stock worth $1,370,000 after buying an additional 55 shares in the last quarter. Symmetry Partners LLC raised its position in shares of JPMorgan Chase & Co. by 28.9% in the second quarter. Symmetry Partners LLC now owns 2,425 shares of the financial services provider’s stock worth $703,000 after buying an additional 544 shares in the last quarter. Finally, Addenda Capital Inc. boosted its stake in JPMorgan Chase & Co. by 7.9% during the second quarter. Addenda Capital Inc. now owns 62,232 shares of the financial services provider’s stock valued at $18,042,000 after buying an additional 4,544 shares during the period. Institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Acquisition expands wealth footprint in UK — JPMorgan acquired WealthOS, a UK pensions platform, bolstering its wealth-management and recurring-fees business in Europe, which supports long-term revenue diversification. JPMorgan (JPM) Buys UK Pensions Platform WealthOS
• Positive Sentiment: New ETF launch targets international flows — JPM launched an active international ETF focused on developed markets, giving the firm an additional product to capture asset-gathering and management fees as investors diversify away from U.S. equities. Global Diversification Is Back: JPMorgan Launches New Active International ETF
• Neutral Sentiment: Participation in government “Trump Accounts” program — JPMorgan is listed as a supporting partner for the new youth tax-advantaged accounts, which could drive deposits and interchange/credit-card volume, but political exposure and program details leave net benefit uncertain. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Neutral Sentiment: Research publications drive market narratives but limited direct P&L impact — JPMorgan’s in-house research warned silver could fall to $50 (which may influence commodities trading flows) and the firm has published stock picks and short ideas; these items shape market positioning but are unlikely to meaningfully change JPM’s core earnings immediately. Silver Price Predictions: Why JPMorgan Warns Silver Will Crash Back to $50 in 2026 JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Third‑party sell-side/market commentary favors alternatives — some analyst/commentary pieces recommend switching from JPM to peers or fintech competitors (e.g., Nu Holdings), which can pressure JPM stock via flow rotation and sentiment even as JPM’s fundamentals remain solid. Should You Forget JPMorgan Chase and Buy Nu Holdings Stock Instead?

JPMorgan Chase & Co. Price Performance

JPM stock opened at $305.59 on Friday. The firm’s 50-day moving average price is $314.74 and its two-hundred day moving average price is $306.28. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The stock has a market capitalization of $831.90 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.50 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 data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $4.81 EPS. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. 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. KGI Securities boosted their price target 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. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $336.82.

Insider Buying and Selling at JPMorgan Chase & Co.

In related 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 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 transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock valued at $4,951,910 in the last quarter. 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.