Leavell Investment Management Inc. Sells 4,064 Shares of JPMorgan Chase & Co. $JPM

Leavell Investment Management Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 90,857 shares of the financial services provider’s stock after selling 4,064 shares during the quarter. JPMorgan Chase & Co. accounts for 1.2% of Leavell Investment Management Inc.’s portfolio, making the stock its 13th largest position. Leavell Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $28,659,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Creative Planning grew its stake in shares of JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after purchasing an additional 29,844 shares during the period. Aviva PLC raised its position in JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management increased its stake in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after buying an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. raised its position in JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after purchasing an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new position in JPMorgan Chase & Co. during the 2nd quarter worth $534,000. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. News Roundup

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

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Hsbc Global Res upgraded JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research report on Wednesday, January 7th. Evercore ISI upped their target price on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research report on Tuesday, September 30th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. UBS Group boosted their price target on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research note on Tuesday, October 7th. Finally, Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Stock Up 1.2%

Shares of NYSE JPM opened at $301.25 on Tuesday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. 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 stock has a market cap of $820.08 billion, a P/E ratio of 15.05, a P/E/G ratio of 1.45 and a beta of 1.07. The firm has a 50 day moving average price of $314.47 and a 200 day moving average price of $305.96.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates 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 company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the firm posted $4.81 earnings per share. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last 90 days. 0.47% of the stock is owned by company insiders.

About JPMorgan Chase & Co.

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.