Tred Avon Family Wealth LLC Takes $4.51 Million Position in JPMorgan Chase & Co. $JPM

Tred Avon Family Wealth LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 14,297 shares of the financial services provider’s stock, valued at approximately $4,510,000. JPMorgan Chase & Co. comprises 1.6% of Tred Avon Family Wealth LLC’s portfolio, making the stock its 10th largest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. lifted its holdings in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its holdings in 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 worth $33,000 after acquiring an additional 50 shares during the period. Finally, Clarity Asset Management Inc. raised its position in shares of JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently commented on JPM shares. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research note on Tuesday, September 30th. Finally, Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $336.32.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 15,834 shares of company stock worth $4,951,910 in the last 90 days. Company insiders own 0.47% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: RBC reiterated an Outperform on JPM and kept a $330 price target after Q4 results, backing the view that JPM’s diversified revenue and capital returns make it a top bank pick for 2026; this supports investor confidence in earnings and dividend stability. RBC Highlights JPMorgan’s Diversified Strength
• Positive Sentiment: Coverage and research by J.P. Morgan (featured in MarketBeat’s space-sector roundup) highlight JPM’s research franchise influence — institutional validation of new sectors (like space tech) can drive trading and investment-banking fees. That reinforces JPM’s advisory and markets businesses. Space Stock Boom: Why Retail and Wall Street Are Aligning
• Positive Sentiment: Business Insider coverage of how big banks (including JPM) are deploying generative AI underscores JPM’s multi‑billion dollar AI push — potential for efficiency gains, lower costs, and new product capabilities across trading, risk and consumer banking. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: J.P. Morgan Asset Management hired Pam Hess as a retirement strategist — a tactical hire for AM’s product/research capabilities that could modestly help AUM positioning but is not a near‑term EPS driver. J.P. Morgan Asset Management Welcomes Pam Hess
• Neutral Sentiment: JPMorgan completed $6 billion of public note offerings (mix of floating and fixed-to-floating maturities) to support liquidity and funding flexibility — prudent balance‑sheet management that reduces short‑term funding risk but increases reported debt. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes
• Neutral Sentiment: Operational/brokerage notes: JPM acted in Softcat’s recent buyback executions and has adjusted stakes in Treasury Wine Estates — routine custody/markets activity that generates fees but is not material to core bank earnings. Softcat Cancels 123,918 Shares After Latest Buy-Back Transaction JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: JPMorgan’s public short‑ideas lists and research pieces (widely covered) can increase market attention and trading volumes in named names, benefiting JPM’s markets desks but also drawing retail backlash in crowded shorts. JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Political/legal risk: former President Trump filed a $5 billion lawsuit alleging politically motivated account closures and targeting JPMorgan and CEO Jamie Dimon — a headline risk that raises regulatory/legal uncertainty and could dent investor sentiment and reputational standing. Trump’s lawsuit against JPMorgan highlights rising tensions between Wall Street and Washington
• Negative Sentiment: Market sensationalism around precious metals: a Blockonomi piece claims major banks (naming JPMorgan) hold large silver short positions and could face risk if physical premiums keep rising — this kind of narrative can amplify volatility and reputational headlines even if the factual risk to JPM’s consolidated balance sheet is likely limited. Investors should treat these as headline risks and watch for official disclosures. Silver and Gold Market Surges $1.6 Trillion as Physical Premiums Expose Paper Market Manipulation

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $300.20 on Wednesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The company has a market capitalization of $817.23 billion, a P/E ratio of 15.00, a price-to-earnings-growth ratio of 1.47 and a beta of 1.07. The company’s 50 day moving average price is $314.49 and its two-hundred day moving average price is $306.06. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results 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. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 earnings per share. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, analysts expect 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 announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is 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 presently 29.99%.

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.