JPMorgan Chase & Co. $JPM Shares Sold by OneAscent Financial Services LLC

OneAscent Financial Services LLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 37.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,300 shares of the financial services provider’s stock after selling 8,021 shares during the quarter. OneAscent Financial Services LLC’s holdings in JPMorgan Chase & Co. were worth $4,195,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its position in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the period. Acorns Advisers LLC lifted its position in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the period. Czech National Bank boosted its stake in shares of JPMorgan Chase & Co. by 5.8% during the 2nd quarter. Czech National Bank now owns 679,309 shares of the financial services provider’s stock worth $196,938,000 after acquiring an additional 37,087 shares in the last quarter. High Probability Advisors LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth approximately $215,000. Finally, Presidio Capital Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 45.0% in the 2nd quarter. Presidio Capital Management LLC now owns 3,559 shares of the financial services provider’s stock worth $1,032,000 after acquiring an additional 1,105 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

JPM has been the topic of a number of research analyst reports. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Barclays boosted their price objective on shares of JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. KGI Securities raised their target price on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Finally, Daiwa Capital Markets lifted their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average price target of $335.91.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 beat on key metrics — JPM reported $5.23 EPS vs. consensus and $46.8B revenue, helped by strong trading and net interest income; management reiterated a resilient U.S. consumer backdrop. Q4 Results Press Release
• Positive Sentiment: Wall Street support remains — several firms (and at least one major analyst reiteration) continue to rate JPM a buy and keep elevated price targets, providing a floor under shares despite the selloff. Analyst Reiterate Buy
• Neutral Sentiment: Management flagged higher strategic spending (tech/AI, payments buildout) and signaled expense growth in 2026 — a long‑term positive for competitiveness but near‑term margin pressure. Dimon on Tech/AI Investment
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) and higher loan‑loss provisions trimmed reported profit, weighing on headlines despite the adjusted beat. Reuters: Profit Falls on Apple Card Charge
• Negative Sentiment: Investment‑banking fees unexpectedly fell versus estimates (weaker advisory/deal activity), a direct hit to a high‑margin business line and a key reason traders downgraded sentiment. WSJ: IB Fees Slip
• Negative Sentiment: Regulatory overhang — the White House proposal to cap credit‑card APRs at 10% has become a sector‑wide risk; JPM’s CFO warned it could reduce access to credit, and the possibility of policy action is pressuring bank multiples. CNBC: Credit Card Cap Coverage
• Negative Sentiment: Market reaction reflects valuation and sentiment — banks were trading at rich multiples, so even a mixed report plus policy risk triggered a broader pullback in financials that hit JPM despite fundamentals. MarketBeat: Banks Punished After Earnings

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, November 7th. The shares were 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. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Down 1.0%

JPM opened at $307.87 on Thursday. The firm has a market cap of $838.10 billion, a P/E ratio of 15.39, a PEG ratio of 1.52 and a beta of 1.07. The business’s fifty day simple moving average is $315.52 and its 200 day simple moving average is $305.01. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last announced its 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 firm had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the company posted $4.81 EPS. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced 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 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) 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.