JPMorgan Chase & Co. $JPM is World Investment Advisors’ 7th Largest Position

World Investment Advisors increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.9% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 233,593 shares of the financial services provider’s stock after buying an additional 2,001 shares during the period. JPMorgan Chase & Co. accounts for about 1.5% of World Investment Advisors’ holdings, making the stock its 7th largest holding. World Investment Advisors’ holdings in JPMorgan Chase & Co. were worth $73,682,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. in the 2nd quarter worth about $26,000. Family Legacy Financial Solutions LLC increased its stake in JPMorgan Chase & Co. by 92.6% during the 3rd 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 in the last quarter. Mizuho Securities Co. Ltd. lifted its stake in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares in the last quarter. Ryan Investment Management Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $37,000. Finally, Christopher J. Hasenberg Inc increased its position in shares of JPMorgan Chase & Co. by 212.0% during the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after acquiring an additional 106 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 1.3%

Shares of JPMorgan Chase & Co. stock opened at $323.68 on Tuesday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $330.86. The company’s fifty day simple moving average is $310.70 and its 200-day simple moving average is $301.20. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a market capitalization of $881.13 billion, a PE ratio of 16.03, a P/E/G ratio of 1.69 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The firm had revenue of $47.12 billion during the quarter, compared to analyst estimates of $44.42 billion. During the same period in the prior year, the business posted $4.37 EPS. JPMorgan Chase & Co.’s revenue was up 8.8% on a year-over-year basis. As a group, equities 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. Shareholders 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 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.72%.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.47% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

JPM has been the subject of a number of recent analyst reports. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Deutsche Bank Aktiengesellschaft lifted their target price on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a report on Tuesday, September 30th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Truist Financial lifted their price objective on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the stock a “hold” rating in a report on Thursday, December 18th. Finally, Evercore ISI lifted their price target 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. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $329.19.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Todd Combs, a Berkshire Hathaway investment manager, was tapped to lead a key strategic initiative at JPMorgan — a move investors view as adding seasoned investment and governance expertise that could strengthen long‑term capital allocation and strategy. Article Title
• Positive Sentiment: JPMorgan’s ETF products and asset‑management franchises are getting positive press (calls to rotate into its Mid‑Cap and Europe ETFs), which supports fee income and asset flows over time. Article Title
• Neutral Sentiment: JPMorgan’s research team raised a price target on a biotech name (Cogent Biosciences), underscoring the bank’s influential equity research but with limited direct impact on JPM’s own earnings. Article Title
• Neutral Sentiment: Companies scheduled to present at the upcoming J.P. Morgan Healthcare Conference (e.g., Kestra, Waystar) highlight JPMorgan’s conference franchise, which is reputationally valuable but not an immediate earnings driver. Article Title
• Negative Sentiment: JPMorgan’s economic outlook warns of an “uncomfortably slow” U.S. job market early in 2026 due to trade/tariff uncertainty and stricter immigration policy — a scenario that could trim consumer spending, lending growth and investment‑banking activity and therefore weigh on JPM’s near‑term revenue and margins. Article Title
• Negative Sentiment: Year‑end positioning and sector rotation stories (investors reallocating into or out of big tech and financials via ETFs) can create short‑term volatility; combined with the economic warning above, this likely contributed to the share weakness. Article Title

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.