Advyzon Investment Management LLC Boosts Holdings in JPMorgan Chase & Co. $JPM

Advyzon Investment Management LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 26.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,494 shares of the financial services provider’s stock after purchasing an additional 1,768 shares during the period. Advyzon Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,679,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in JPM. Creative Planning boosted its holdings in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the period. Aviva PLC boosted its holdings in shares of JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after buying an additional 126,742 shares during the period. Triangle Securities Wealth Management grew its holdings in shares of JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the last quarter. Brighton Jones LLC grew its stake 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 buying an additional 4,841 shares during the last quarter. Finally, Envestnet Asset Management Inc. grew its stake in JPMorgan Chase & Co. by 2.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 7,280,489 shares of the financial services provider’s stock worth $2,110,304,000 after buying an additional 202,787 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: NSE invited investment banks, including JPMorgan, to pitch for its IPO—this is potential investment-banking revenue opportunity if JPM wins a role. NSE invites investment banks to pitch for managing IPO
• Positive Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — marketing/research product that supports asset-gathering and client retention. J.P. Morgan Asset Management Releases 2026 Guide to Retirement
• Positive Sentiment: Financial sector strength helped offset losses in chipmakers in U.S. session coverage — a modest market tailwind for bank stocks including JPM. US Equity Indexes Mixed as Financials Help Partially Offset Sell-Off in Chipmakers
• Neutral Sentiment: JPMorgan’s research desk upgraded Group 1 Automotive (GPI) to Overweight — shows active research business but limited direct impact on JPM share fundamentals. JPMorgan Upgrades Group 1 Automotive (GPI) to Overweight From Neutral
• Neutral Sentiment: JPMorgan research published a bullish Nvidia price target — highlights the bank’s research prominence but does not materially affect JPM’s own earnings. JPMorgan Gives Bold Nvidia Stock Price Target, But Market’s Not Buying It
• Negative Sentiment: CEO Jamie Dimon warned that AI could displace jobs and urged policymakers and firms to prepare now — his cautious tone (and repeated comments comparing current conditions to pre-2008) raises risk-off sentiment and regulatory/policy concern among investors. Jamie Dimon Says ‘Now’s The Time’ To Prepare For Automation’s Worker Impact, Warns AI Could Displace Jobs
• Negative Sentiment: Investigative reporting shows some JPM bankers maintained ties to Jeffrey Epstein after the bank fired him as a client — a reputational/legal risk that can weigh on sentiment. How JPMorgan’s Bankers Stayed Close to Epstein After Bank Fired Him as a Client
• Negative Sentiment: Analyst notes: Truist trimmed JPMorgan’s near-term price target (and some outlets report lowered expectations), keeping a Hold but raising long-term EPS views — that signals mixed analyst sentiment and can pressure the stock. Truist Cuts JPMorgan (JPM) Target While Increasing Long-Term Earnings Estimates Truist Financial Has Lowered Expectations for JPMorgan Chase & Co.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Trading Down 2.3%

NYSE JPM opened at $299.10 on Friday. The company has a market capitalization of $806.69 billion, a PE ratio of 14.95, a price-to-earnings-growth ratio of 1.27 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm’s fifty day simple moving average is $313.51 and its 200-day simple moving average is $308.37.

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, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 earnings per share. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued 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 yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Wall Street Analyst Weigh In

JPM has been the topic of a number of analyst reports. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. The Goldman Sachs Group increased their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Daiwa Securities Group increased their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $339.55.

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.