Greenwood Capital Associates LLC Decreases Position in JPMorgan Chase & Co. $JPM

Greenwood Capital Associates LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 39,116 shares of the financial services provider’s stock after selling 1,998 shares during the period. JPMorgan Chase & Co. makes up 1.4% of Greenwood Capital Associates LLC’s portfolio, making the stock its 11th largest position. Greenwood Capital Associates LLC’s holdings in JPMorgan Chase & Co. were worth $12,338,000 as of its most recent SEC filing.

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

JPMorgan Chase & Co. Trading Down 0.4%

Shares of JPM opened at $322.22 on Friday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $330.86. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. The firm’s 50-day moving average price is $312.35 and its 200-day moving average price is $301.90. The firm has a market capitalization of $877.17 billion, a price-to-earnings ratio of 15.96, a PEG ratio of 1.66 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping the consensus estimate of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. JPMorgan Chase & Co.’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same period last year, the business posted $4.37 earnings per share. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be given a dividend of $1.50 per share. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Market strategists see financials as a likely beneficiary of sector rotation into 2026 and lower rates — JPMorgan is repeatedly cited as a “best‑of‑breed” bank that would benefit from a healthier yield curve and improved lending/credit conditions. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
• Positive Sentiment: Quality‑stock pick lists specifically name JPM as a top large‑cap financial to own in 2026 given its balance sheet strength and analyst forecasts for mid‑single‑digit EPS growth — a constructive reminder that macro upside (rate cuts) could re‑rate the shares.
• Neutral Sentiment: Analyst coverage and institutional flows remain supportive: recent shop‑level price targets cluster above the current price (median ~ $340) and large managers have both added and trimmed positions, leaving mixed but meaningful interest from Wall Street and funds. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Neutral Sentiment: J.P. Morgan Asset Management announced final distributions for several Canadian‑listed JPMorgan ETFs — housekeeping items for fund holders that don’t materially affect JPM’s bank earnings but can influence investor flows into affiliated funds. JPMorgan Announces Final Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Company guidance and social chatter about a nearly 10% rise in 2026 expenses is a near‑term headwind — investors worry higher operating costs will compress margins even if revenue growth holds, and recent insider sales (noted in reports) add to caution. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Negative Sentiment: Legal dispute: JPM is contesting roughly $74M in legal fees tied to the Charlie Javice fraud case and has called the fees “unconscionable” — ongoing litigation and related public headlines are a modest reputational and cash‑cost overhang. JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

Wall Street Analyst Weigh In

JPM has been the subject of a number of recent analyst reports. Barclays upped their price target on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. The Goldman Sachs Group decreased their price objective on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research report on Friday, December 5th. Robert W. Baird increased their target price on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the stock an “underperform” rating in a report on Thursday, December 18th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Keefe, Bruyette & Woods upped their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Fifteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the company’s stock in a transaction 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 sale, the insider directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.47% of the stock is owned by corporate insiders.

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.