Milestone Asset Management LLC Purchases 12,023 Shares of JPMorgan Chase & Co. $JPM

Milestone Asset Management LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 180.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 18,685 shares of the financial services provider’s stock after buying an additional 12,023 shares during the period. JPMorgan Chase & Co. accounts for about 1.1% of Milestone Asset Management LLC’s investment portfolio, making the stock its 17th largest holding. Milestone Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $5,894,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Kingstone Capital Partners Texas LLC lifted its position in shares of JPMorgan Chase & Co. by 609,867.5% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock worth $21,133,630,000 after purchasing an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC increased its position in JPMorgan Chase & Co. by 0.5% in the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after buying an additional 300,160 shares during the period. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth approximately $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of JPMorgan Chase & Co. by 5.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock worth $4,523,588,000 after buying an additional 890,553 shares during the last quarter. Finally, Laurel Wealth Advisors LLC boosted 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 acquiring an additional 16,727,530 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the stock in a transaction 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 completion of the transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.47% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on JPM. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Loop Capital set a $310.00 price objective on shares of JPMorgan Chase & Co. in a report on Thursday, October 23rd. Royal Bank Of Canada cut their price objective 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. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average price target of $329.19.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan-backed ETFs are getting bullish press, with commentators recommending JPMorgan’s mid-cap ETF as a diversification alternative to the tech-heavy S&P 500 — a tailwind for JPM’s asset-management revenue if flows follow. The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead
• Positive Sentiment: JPMorgan’s BetaBuilders Europe ETF (BBEU) is highlighted for outperforming U.S. benchmarks this year, another positive for asset-management fee prospects if retail/institutional flows increase. Investors Say Europe Is Cooked, But JP Morgan’s Euro ETF Is Destroying The S&P and Hot AI Stocks
• Positive Sentiment: Fortune ran a feature based on a JPMorgan report about habits of the world’s wealthiest families — useful PR that underscores JPM’s role in wealth management and could support client engagement and flows. The world’s wealthiest families attribute these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: Waystar will present at the J.P. Morgan Healthcare Conference — relevant to the conference ecosystem but not directly material to JPM’s P&L. Waystar to Present at J.P. Morgan Healthcare Conference
• Neutral Sentiment: JPMorgan analysts raised a price target on Cogent Biosciences as part of a sector model update — a sign of JPM’s active equity research, but not a direct company financial impact. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan notified IPH Ltd that it ceased to be a substantial holder — a routine portfolio/positioning update with limited market impact. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Negative Sentiment: JPMorgan’s economists warn of an “uncomfortably slow” U.S. job market in early 2026 due to trade, tariffs and immigration policy — a weaker jobs outlook could pressure loan growth, consumer credit and trading revenues. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Negative Sentiment: Reports say JPMorgan froze accounts tied to several stablecoin startups (including LatAm firms), drawing scrutiny from crypto firms and potentially complicating fintech relationships and future crypto banking opportunities. That reputational/regulatory friction likely weighs on investor sentiment. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access Latam Insights: JPMorgan Freezes Latam Stablecoin Startups’ Accounts

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $323.68 on Tuesday. The firm has a market capitalization of $881.13 billion, a PE ratio of 16.03, a price-to-earnings-growth ratio of 1.69 and a beta of 1.08. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $330.86. The firm has a 50-day moving average price of $310.70 and a 200 day moving average price of $301.20.

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, 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 analyst estimates of $44.42 billion. During the same period in the prior year, the company posted $4.37 EPS. The company’s revenue was up 8.8% compared to the same quarter last year. 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 business 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. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

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.