VCI Wealth Management LLC Has $4.69 Million Stake in JPMorgan Chase & Co. $JPM

VCI Wealth Management LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 25.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,861 shares of the financial services provider’s stock after purchasing an additional 3,036 shares during the period. JPMorgan Chase & Co. comprises approximately 1.4% of VCI Wealth Management LLC’s investment portfolio, making the stock its 18th largest position. VCI Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $4,687,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Harbor Asset Planning Inc. bought a new stake in shares of JPMorgan Chase & Co. during the second quarter worth $26,000. Mizuho Securities Co. Ltd. boosted its holdings in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares in the last quarter. Family Legacy Financial Solutions LLC boosted its holdings in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares in the last quarter. Ryan Investment Management Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter worth $37,000. Finally, Christopher J. Hasenberg Inc grew its position in JPMorgan Chase & Co. by 212.0% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after acquiring an additional 106 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on JPM. Piper Sandler increased their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. UBS Group raised their price objective on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, October 7th. Evercore ISI boosted their target price on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a report on Tuesday, September 30th. The Goldman Sachs Group dropped their price target on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a research note on Friday, December 5th. Finally, Barclays boosted their price objective on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 15th. 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 stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $329.19.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $323.40 on Wednesday. The business’s fifty day moving average is $311.23 and its 200 day moving average is $301.62. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $330.86. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. The stock has a market cap of $880.38 billion, a P/E ratio of 16.02, a P/E/G ratio of 1.67 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, beating 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 business had revenue of $47.12 billion during the quarter, compared to analyst estimates of $44.42 billion. During the same quarter in the previous year, the business posted $4.37 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 8.8% on a year-over-year basis. 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 firm also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.47% of the company’s stock.

Key Stores Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Todd Combs tapped to lead a major strategic initiative at JPMorgan, bringing Berkshire Hathaway experience and adding credibility to JPM’s long‑term strategy and capital allocation plans. This appointment is being received as a governance/strategy positive. Read More.
• Positive Sentiment: Analysts and market pieces are pointing investors to JPMorgan’s Mid‑Cap Equity ETF as an alternative to big‑tech‑heavy benchmarks — positive for asset‑management and ETF fee growth if flows continue. Read More.
• Positive Sentiment: JPMorgan’s Europe‑focused ETF (and related JPM ETFs) have outperformed regions/benchmarks this year, which can boost AUM and recurring fees if the trend persists. Read More.
• Neutral Sentiment: JPM is a trending stock on investor sites; coverage pieces (Zacks) highlight why JPM remains in focus heading into 2026 — useful for flows/volatility but not a direct fundamental change. Read More.
• Negative Sentiment: JPMorgan’s economic research warns of a weaker 2026 job market due to tariffs and tighter immigration policy; a slowing labor market could reduce loan growth, credit demand and trading volume — a potential near‑term headwind for bank revenues. Read More.

JPMorgan Chase & Co. Company 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.