JPMorgan Chase & Co. $JPM Stock Position Reduced by Leavell Investment Management Inc.

Leavell Investment Management Inc. lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 90,857 shares of the financial services provider’s stock after selling 4,064 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.2% of Leavell Investment Management Inc.’s holdings, making the stock its 13th biggest position. Leavell Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $28,659,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of JPM. Peterson Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares in the last quarter. TradeWell Securities LLC. increased its position in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares during the last quarter. Sharkey Howes & Javer raised its stake in shares of JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after purchasing an additional 34 shares in the last quarter. Granite Group Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after purchasing an additional 34 shares in the last quarter. Finally, JFS Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after buying an additional 35 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 966 shares of the 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,834 shares of company stock valued at $4,951,910 in the last three months. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $301.25 on Tuesday. The firm has a market capitalization of $820.08 billion, a PE ratio of 15.05, a PEG ratio of 1.45 and a beta of 1.07. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The firm’s fifty day simple moving average is $314.47 and its 200 day simple moving average is $305.96.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the company earned $4.81 earnings per share. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JPM shares. Loop Capital set a $310.00 price objective on JPMorgan Chase & Co. in a report on Thursday, October 23rd. Robert W. Baird set a $280.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft raised their price target on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a report on Tuesday, September 30th. HSBC reiterated a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus target price of $336.32.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bank stocks seen as entering a “next phase” after 2025—analysts argue resilient consumer spending and shifting sources of bank profitability make JPM and peers attractive, supporting bullish flows into large-cap banks. Why JPM, BAC, and MS Stocks Are Buoyant in Banking’s ‘Next Phase’
• Positive Sentiment: Truist nudged its price target slightly higher (to $334), reflecting confidence in JPMorgan’s net interest income outlook after recent quarterly results; incremental analyst support can bolster momentum. JPMorgan’s (JPM) 2026 Net Interest Income Growth Remained a Key Focus at Truist
• Neutral Sentiment: JPMorgan completed a $6 billion note issuance (mix of floating and fixed-to-floating) to support liquidity and financing — a routine funding action that markets generally view as prudent rather than alarming. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes to Support Liquidity and Financing
• Neutral Sentiment: Research teams at JPMorgan published a Q1 short-list that includes a “flying car” stock recommendation — illustrates JPM’s ongoing markets/research business activity but is unlikely to move JPM shares materially. JPMorgan Says You Should Sell This 1 Flying Car Stock Short Now
• Neutral Sentiment: Former JPM strategist Marko Kolanovic warned that silver could fall substantially — market commentary tied to ex-staff views can influence commodity-volatility expectations but doesn’t directly change JPM’s fundamentals. ‘Silver Prices Won’t Last’: Former JPMorgan Strategist Warns of 50% Drop
• Neutral Sentiment: JPMorgan notified Treasury Wine Estates that it ceased to be a substantial holder — a small portfolio move with limited relevance to JPM’s core business. JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: Brokerage consensus remains a “Hold” on JPM — reinforces that analysts see JPM as fairly valued, limiting large directional moves from rating changes alone. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Hold” by Brokerages
• Negative Sentiment: President Trump filed a high-profile lawsuit naming JPMorgan and CEO Jamie Dimon, alleging debanking and seeking multibillion-dollar damages — this introduces political, reputational and legal risk that can pressure sentiment and increase headline-driven volatility. Focus: Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street
• Negative Sentiment: Broad news coverage and opinion pieces asking whether to sell JPM in light of the lawsuit amplify short-term selling pressure and uncertainty; watch for legal developments and any regulatory inquiries. Trump’s JPMorgan lawsuit underscores his growing clash with Wall Street

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.