LJI Wealth Management LLC Has $7.91 Million Stock Position in JPMorgan Chase & Co. $JPM

LJI Wealth Management LLC cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,074 shares of the financial services provider’s stock after selling 2,301 shares during the period. JPMorgan Chase & Co. accounts for about 1.4% of LJI Wealth Management LLC’s investment portfolio, making the stock its 13th biggest holding. LJI Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $7,909,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC grew its position in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC lifted its stake in JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares during the last quarter. CX Institutional grew its holdings in JPMorgan Chase & Co. by 5.0% during the second quarter. CX Institutional now owns 25,830 shares of the financial services provider’s stock worth $7,488,000 after purchasing an additional 1,220 shares during the period. Bank Pictet & Cie Europe AG increased its position in JPMorgan Chase & Co. by 3.1% during the second quarter. Bank Pictet & Cie Europe AG now owns 199,716 shares of the financial services provider’s stock worth $57,900,000 after buying an additional 5,917 shares during the last quarter. Finally, Meyer Handelman Co. increased its position in JPMorgan Chase & Co. by 0.5% during the second quarter. Meyer Handelman Co. now owns 301,059 shares of the financial services provider’s stock worth $87,280,000 after buying an additional 1,515 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Down 0.3%

JPM stock opened at $300.20 on Wednesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The company’s 50-day simple moving average is $314.49 and its 200 day simple moving average is $306.06. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market capitalization of $817.23 billion, a PE ratio of 15.00, a price-to-earnings-growth ratio of 1.47 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping 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 business had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the company earned $4.81 EPS. The business’s revenue was up 7.1% on a year-over-year basis. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm’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 $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on JPM shares. UBS Group lifted their target price on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research note on Tuesday, October 7th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. The Goldman Sachs Group increased their price objective on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Evercore ISI raised their target price on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 30th. Finally, HSBC reiterated a “hold” rating and issued a $245.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $336.32.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: RBC reiterated an Outperform on JPM and kept a $330 price target after Q4 results, backing the view that JPM’s diversified revenue and capital returns make it a top bank pick for 2026; this supports investor confidence in earnings and dividend stability. RBC Highlights JPMorgan’s Diversified Strength
• Positive Sentiment: Coverage and research by J.P. Morgan (featured in MarketBeat’s space-sector roundup) highlight JPM’s research franchise influence — institutional validation of new sectors (like space tech) can drive trading and investment-banking fees. That reinforces JPM’s advisory and markets businesses. Space Stock Boom: Why Retail and Wall Street Are Aligning
• Positive Sentiment: Business Insider coverage of how big banks (including JPM) are deploying generative AI underscores JPM’s multi‑billion dollar AI push — potential for efficiency gains, lower costs, and new product capabilities across trading, risk and consumer banking. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: J.P. Morgan Asset Management hired Pam Hess as a retirement strategist — a tactical hire for AM’s product/research capabilities that could modestly help AUM positioning but is not a near‑term EPS driver. J.P. Morgan Asset Management Welcomes Pam Hess
• Neutral Sentiment: JPMorgan completed $6 billion of public note offerings (mix of floating and fixed-to-floating maturities) to support liquidity and funding flexibility — prudent balance‑sheet management that reduces short‑term funding risk but increases reported debt. JPMorgan Chase & Co. (JPM) Issues $6 Billion in Notes
• Neutral Sentiment: Operational/brokerage notes: JPM acted in Softcat’s recent buyback executions and has adjusted stakes in Treasury Wine Estates — routine custody/markets activity that generates fees but is not material to core bank earnings. Softcat Cancels 123,918 Shares After Latest Buy-Back Transaction JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: JPMorgan’s public short‑ideas lists and research pieces (widely covered) can increase market attention and trading volumes in named names, benefiting JPM’s markets desks but also drawing retail backlash in crowded shorts. JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Political/legal risk: former President Trump filed a $5 billion lawsuit alleging politically motivated account closures and targeting JPMorgan and CEO Jamie Dimon — a headline risk that raises regulatory/legal uncertainty and could dent investor sentiment and reputational standing. Trump’s lawsuit against JPMorgan highlights rising tensions between Wall Street and Washington
• Negative Sentiment: Market sensationalism around precious metals: a Blockonomi piece claims major banks (naming JPMorgan) hold large silver short positions and could face risk if physical premiums keep rising — this kind of narrative can amplify volatility and reputational headlines even if the factual risk to JPM’s consolidated balance sheet is likely limited. Investors should treat these as headline risks and watch for official disclosures. Silver and Gold Market Surges $1.6 Trillion as Physical Premiums Expose Paper Market Manipulation

JPMorgan Chase & Co. Company 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.