IFC Advisors LLC Sells 8,365 Shares of JPMorgan Chase & Co. $JPM

IFC Advisors LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 23.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 28,016 shares of the financial services provider’s stock after selling 8,365 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.6% of IFC Advisors LLC’s portfolio, making the stock its 14th biggest position. IFC Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $8,837,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in JPM. Pittenger & Anderson Inc. increased its position in JPMorgan Chase & Co. by 7.7% in the 3rd quarter. Pittenger & Anderson Inc. now owns 61,723 shares of the financial services provider’s stock valued at $19,469,000 after buying an additional 4,409 shares in the last quarter. Banyan Capital Management Inc. bought a new position in JPMorgan Chase & Co. in the third quarter worth approximately $606,000. Impact Partnership Wealth LLC grew its stake in JPMorgan Chase & Co. by 18.0% in the third quarter. Impact Partnership Wealth LLC now owns 6,650 shares of the financial services provider’s stock valued at $2,098,000 after acquiring an additional 1,014 shares during the period. Ritter Daniher Financial Advisory LLC DE increased its holdings in shares of JPMorgan Chase & Co. by 9.4% during the third quarter. Ritter Daniher Financial Advisory LLC DE now owns 21,123 shares of the financial services provider’s stock valued at $6,663,000 after acquiring an additional 1,814 shares in the last quarter. Finally, Tandem Investment Advisors Inc. raised its position in shares of JPMorgan Chase & Co. by 25.1% during the third quarter. Tandem Investment Advisors Inc. now owns 1,168 shares of the financial services provider’s stock worth $368,000 after purchasing an additional 234 shares during the period. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on JPM shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wells Fargo & Company upped their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Finally, KGI Securities lifted their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $340.18.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: HSBC raised its rating on JPM to Hold following Q4 results, signaling that JPM’s quarterly beat and revenue growth are persuading some sell‑side analysts to become less negative. JPMorgan Chase raised to Hold at HSBC after Q4 results
• Positive Sentiment: JPMorgan strategists highlighted crypto opportunities — arguing bitcoin may be more attractive than gold long-term — which supports JPM’s growing crypto product efforts and could boost fee and trading revenue expectations. Bitcoin May Now Be More Attractive Than Gold Long-Term, Says JPMorgan Strategist
• Positive Sentiment: JPMorgan’s move into regulated stablecoins (JPMD on Base) and banks’ broader stablecoin adoption reinforce JPM’s fintech/crypto positioning, a potential new revenue stream and strategic differentiator. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Neutral Sentiment: JPMorgan completed a $3 billion subordinated notes offering — a capital markets action that strengthens funding/capital but can raise near‑term funding costs; investors will watch regulatory and capital ratios. JPMorgan Chase completes $3 billion subordinated notes offering
• Neutral Sentiment: Coverage and market debates about JPMorgan’s tech strategy and whether recent rate‑driven gains are already priced in leave valuation questions — important for medium/long‑term investors. JPMorgan’s Tech Ambitions Are Real, but Is the Stock a Buy After Rate-Driven Gains?
• Neutral Sentiment: Robert W. Baird moved JPM to “Neutral” (an upgrade in institutional sentiment but not a bullish rating), signaling mixed analyst views despite the beat. Robert W. Baird Upgrades JPMorgan Chase & Co. (NYSE:JPM) to “Neutral”
• Negative Sentiment: JPMorgan commentary that Kevin Warsh would “make the case for rate cuts” (if selected to lead the Fed) raises the prospect of easier policy — a potential headwind for net interest margin and bank profitability. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations from a high‑profile crypto lawyer claiming JPMorgan manipulates bitcoin are reputationally negative and could attract regulatory/PR scrutiny, though such claims don’t yet show concrete legal exposure. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $322.47 on Monday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock’s 50 day moving average price is $315.59 and its 200-day moving average price is $307.22. The company has a market capitalization of $877.85 billion, a PE ratio of 16.12, a PEG ratio of 1.57 and a beta of 1.07. The company has a quick ratio of 0.86, a current ratio of 0.85 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 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is owned by 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.