Lee Danner & Bass Inc. Has $9.11 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Lee Danner & Bass Inc. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.7% in the third quarter, HoldingsChannel reports. The firm owned 28,889 shares of the financial services provider’s stock after purchasing an additional 3,024 shares during the quarter. Lee Danner & Bass Inc.’s holdings in JPMorgan Chase & Co. were worth $9,112,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Norges Bank acquired a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after purchasing an additional 16,727,530 shares during the last quarter. Viking Global Investors LP increased its stake in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. Montrusco Bolton Investments Inc. acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter worth approximately $485,802,000. Finally, International Assets Investment Management LLC acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter worth approximately $458,104,000. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

JPM has been the topic of several recent research reports. The Goldman Sachs Group increased their price objective on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Hsbc Global Res raised JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. HSBC reiterated a “hold” rating and set a $245.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $306.18 on Friday. The company’s 50 day moving average price is $314.59 and its two-hundred day moving average price is $306.02. The firm has a market capitalization of $833.49 billion, a P/E ratio of 15.30, a P/E/G ratio of 1.47 and a beta of 1.07. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the company earned $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the company’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 value of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were 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 owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan projects resilient 2026 net interest income (NII) — management is guiding roughly $103B of NII for 2026, signaling the bank expects loan growth, higher card balances and deposit gains to offset rate cuts; that outlook supports earnings durability. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: JPMorgan will match the government’s one-time $1,000 contribution to new children’s “Trump Accounts” for eligible employees — the bank’s participation (and announced employee match) could seed long-term customer relationships, increase deposits and generate interchange/card revenue. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: Quarterly results and profitability backdrop remain solid — JPMorgan’s Jan. 13 quarter beat EPS and revenue estimates, with healthy net margins and ROE that underpin investor confidence in the franchise. (Background: NYSE: JPM quarterly release)
• Positive Sentiment: Short interest fell materially in January — short interest dropped ~13.6% to ~20.1M shares as of Jan. 15, reducing short-squeeze risk and removing some downward pressure on the shares.
• Neutral Sentiment: Asset-management product expansion: J.P. Morgan Asset Management launched a new international active ETF (JIDE) — expands fee-bearing product set but has limited near-term impact on bank-level earnings. JPMorgan International Dynamic ETF (JIDE) launch
• Neutral Sentiment: JPMorgan research and positioning items — firm published sector picks, top shorts and coverage notes (e.g., Vertiv pick, gold/peer commentary). These underscore JPM’s analyst visibility but don’t directly move the bank’s stock. JPMorgan Favors Vertiv
• Negative Sentiment: Some market commentary downplays JPM’s upside vs. challengers — an opinion piece recommends buying Nu Holdings instead of JPMorgan, which can feed rotation flows out of legacy banks into fintech/growth names and create short-term headwinds. Should You Forget JPMorgan and Buy Nu Holdings Stock Instead?

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.