Hixon Zuercher LLC Sells 3,760 Shares of JPMorgan Chase & Co. $JPM

Hixon Zuercher LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 11.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 30,270 shares of the financial services provider’s stock after selling 3,760 shares during the quarter. JPMorgan Chase & Co. comprises approximately 2.9% of Hixon Zuercher LLC’s investment portfolio, making the stock its 5th biggest holding. Hixon Zuercher LLC’s holdings in JPMorgan Chase & Co. were worth $9,548,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Peterson Wealth Advisors LLC boosted its stake in JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer boosted its position in shares of JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after buying an additional 34 shares during the period. JFS Wealth Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 0.4% during the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock worth $2,290,000 after buying an additional 35 shares during the period. Finally, Cottonwood Capital Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.9% during the second quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock worth $1,112,000 after buying an additional 35 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on JPM shares. Evercore ISI upped their price target on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 30th. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Royal Bank Of Canada decreased their target price on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. The Goldman Sachs Group cut their price target on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research report on Friday, December 5th. Finally, Citigroup increased their price objective on shares of JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research note on Wednesday, September 24th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and a consensus price target of $329.19.

Key Stores Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan shares hit a fresh all‑time high on optimism about an easier rate cycle and stronger U.S. growth, which lifted expectations for future earnings. Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High?
• Positive Sentiment: Management is reported to be weighing crypto trading for institutional clients as regulation and demand move markets — a strategic move that could add new fee revenue and liquidity if executed. JPMorgan Mulls Entering Crypto Trading Business: What Does This Mean? JPMorgan to allow crypto trading for institutional clients in latest embrace of the sector JPMorgan Weighs Institutional Crypto Trading as Regulatory Clarity Tightens and Demand Builds: Report
• Positive Sentiment: Analyst coverage points to AI productivity gains and upward EPS revisions, supporting higher long‑term earnings forecasts and justifying a premium multiple. JPMorgan: AI Productivity Gains Make It Worth Premium
• Positive Sentiment: Investment banking momentum: JPMorgan reclaimed the top spot in India equity deals for 2025, signaling strong fee generation and deal pipeline overseas. JPMorgan beats Kotak Mahindra Capital to regain top spot in India equity deals after 5 years
• Neutral Sentiment: Multiple JPMorgan ETFs declared CAD dividends (various product payouts); routine for asset management but unlikely to move the bank’s share price materially. JPMorgan Nasdaq Equity Premium Income Active ETF declares CAD 0.2336 dividend
• Neutral Sentiment: J.P. Morgan hosts the annual healthcare conference stage (company participation/newsflow) — a regular conduit for deal announcements but not a direct driver of JPM stock moves. Bausch + Lomb to Present at 44th Annual J.P. Morgan Healthcare Conference
• Negative Sentiment: Legal costs and reputational noise: JPMorgan was hit with a $74M legal invoice in the Charlie Javice case (includes sensational line items reported in media) — a headline risk and potential one‑off expense, though small versus JPM’s scale. Disgraced millennial Frank founder Charlie Javice hits JPMorgan with $74 million legal bill, including $530 in gummy bears and $347 ‘afternoon snack’

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred 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 directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $329.16 on Thursday. The firm’s fifty day moving average price is $309.06 and its two-hundred day moving average price is $299.73. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $329.99. The firm has a market capitalization of $896.06 billion, a P/E ratio of 16.30, a price-to-earnings-growth ratio of 1.68 and a beta of 1.08. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping the consensus estimate 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 company had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. During the same period in the previous year, the business earned $4.37 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.72%.

About JPMorgan Chase & Co.

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.