JPMorgan Chase & Co. $JPM Stake Lowered by Profit Investment Management LLC

Profit Investment Management LLC trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 35.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,984 shares of the financial services provider’s stock after selling 1,639 shares during the quarter. Profit Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $941,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in JPM. Thomas Story & Son LLC grew its stake in JPMorgan Chase & Co. by 12.0% during the 3rd quarter. Thomas Story & Son LLC now owns 4,412 shares of the financial services provider’s stock worth $1,392,000 after buying an additional 472 shares during the last quarter. TCI Wealth Advisors Inc. lifted its stake in JPMorgan Chase & Co. by 1.8% in the third quarter. TCI Wealth Advisors Inc. now owns 15,412 shares of the financial services provider’s stock valued at $4,861,000 after buying an additional 271 shares during the last quarter. ABLE Financial Group LLC boosted its holdings in shares of JPMorgan Chase & Co. by 0.7% during the third quarter. ABLE Financial Group LLC now owns 7,627 shares of the financial services provider’s stock valued at $2,406,000 after acquiring an additional 51 shares during the period. Diversified Enterprises LLC grew its position in shares of JPMorgan Chase & Co. by 1.5% during the third quarter. Diversified Enterprises LLC now owns 22,040 shares of the financial services provider’s stock worth $6,952,000 after acquiring an additional 327 shares during the last quarter. Finally, USA Financial Formulas acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth about $1,217,000. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on JPM. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Piper Sandler boosted their price objective on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Truist Financial raised their target price on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the company a “hold” rating in a research report on Thursday, December 18th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday. Finally, UBS Group increased their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research note on Tuesday, October 7th. Fifteen investment 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 target price of $329.19.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the company’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $329.16 on Thursday. The stock has a market cap of $896.06 billion, a price-to-earnings ratio of 16.30, a PEG ratio of 1.68 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 12 month low of $202.16 and a 12 month high of $329.99. The stock’s 50 day moving average price is $309.06 and its 200 day moving average price is $299.73.

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

JPMorgan Chase & Co. Announces Dividend

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

Key Headlines 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’

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.