Voya Investment Management LLC Decreases Position in JPMorgan Chase & Co. $JPM

Voya Investment Management LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 17.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,922,230 shares of the financial services provider’s stock after selling 624,696 shares during the quarter. JPMorgan Chase & Co. makes up 0.9% of Voya Investment Management LLC’s investment portfolio, making the stock its 12th largest position. Voya Investment Management LLC owned 0.11% of JPMorgan Chase & Co. worth $921,759,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Baskin Financial Services Inc. increased its stake in shares of JPMorgan Chase & Co. by 2.9% in the 3rd quarter. Baskin Financial Services Inc. now owns 1,562 shares of the financial services provider’s stock worth $493,000 after acquiring an additional 44 shares in the last quarter. Peak Financial Management Inc. purchased a new position in JPMorgan Chase & Co. during the third quarter valued at $228,000. IMZ Advisory Inc increased its position in shares of JPMorgan Chase & Co. by 10.7% during the third quarter. IMZ Advisory Inc now owns 2,343 shares of the financial services provider’s stock valued at $739,000 after acquiring an additional 226 shares in the last quarter. Addenda Capital Inc. raised its holdings in JPMorgan Chase & Co. by 40.6% in the 3rd quarter. Addenda Capital Inc. now owns 87,509 shares of the financial services provider’s stock worth $27,603,000 after acquiring an additional 25,277 shares during the last quarter. Finally, Guardian Financial Partners LLC lifted its position in JPMorgan Chase & Co. by 7.1% in the 3rd quarter. Guardian Financial Partners LLC now owns 1,330 shares of the financial services provider’s stock valued at $419,000 after acquiring an additional 88 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $316.68 on Monday. The stock’s 50 day simple moving average is $307.83 and its 200-day simple moving average is $298.67. The company has a market cap of $862.09 billion, a PE ratio of 15.69, a price-to-earnings-growth ratio of 1.64 and a beta of 1.08. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $322.88.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same quarter last year, the company posted $4.37 EPS. The firm’s quarterly revenue was up 8.8% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be given a dividend of $1.50 per share. 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 payout ratio is presently 29.72%.

Analysts Set New Price Targets

JPM has been the subject of several research analyst reports. Wells Fargo & Company increased their target price on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Royal Bank Of Canada dropped their price objective on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Finally, Daiwa Capital Markets upped their target price on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research report on Wednesday, October 8th. Fifteen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $329.19.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Truist raised its price target on JPM to $330 (from $319), signaling continued analyst confidence and providing upside guidance that can support share demand. Truist raises JPMorgan price target
• Positive Sentiment: Keefe, Bruyette & Woods published a bullish note forecasting strong price appreciation for JPM, which can attract momentum investors ahead of quarterly results. KBW bullish forecast on JPMorgan
• Positive Sentiment: JPMorgan’s private‑equity group raised over $1.4 billion for fund investments — a sign of healthy fee-generation and LP demand that supports the bank’s asset-gathering and alternative‑fees businesses. WSJ: JPMorgan private-equity fundraising
• Positive Sentiment: JPMorgan launched a tokenized money fund and executives highlighted encouraging tokenization usage — product innovation that could grow low-cost deposit alternatives and fee opportunities in digital asset services. MSN: JPMorgan launches tokenized money fund
• Neutral Sentiment: JPMorgan research is flagging that AI hype may have peaked and that 2026 will focus more on profits — guidance that could reallocate flows across sectors and affect market volatility more than JPM’s fundamentals directly. JPMorgan warns AI hype peaked
• Neutral Sentiment: JPMorgan quant teams warned of “extreme crowding” in a handful of speculative growth names — a market‑structure call that highlights JPM research influence but is a mixed prompt for bank trading and prime-brokerage flow. MSN: JPMorgan quants warn of crowding
• Neutral Sentiment: JPMorgan analysts updated models in their North American utilities coverage (including DTE Energy); this is a research housekeeping item that demonstrates the bank’s analyst activity but has limited direct impact on JPM shares. JPMorgan updates utilities models
• Neutral Sentiment: Northern Technologies extended a JPMorgan credit facility maturity — a small lending update that shows routine client relationships for JPM’s lending business. TipRanks: Northern Technologies extends JPM loan
• Negative Sentiment: Bloomberg reports a lawsuit alleging JPMorgan steered Black advisers to poorer areas — a reputational and potential legal risk that could pressure sentiment and invite regulatory scrutiny. Bloomberg: Suit alleges adviser steering

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.