LS Investment Advisors LLC Reduces Stock Holdings in JPMorgan Chase & Co. $JPM

LS Investment Advisors LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 66.9% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 5,156 shares of the financial services provider’s stock after selling 10,404 shares during the quarter. LS Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,626,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of JPM. Creative Planning boosted its position 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 lifted its stake in JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after buying an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management boosted its holdings 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 acquiring an additional 3,191 shares during the period. Kelman Lazarov Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 16.9% in the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after acquiring an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. during the second quarter worth approximately $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Daiwa Capital Markets upped their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Wells Fargo & Company upped their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Wall Street Zen downgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a research note on Saturday. Royal Bank Of Canada lowered their price target on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Finally, Evercore ISI upped their price objective on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. Fourteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $333.90.

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 transaction 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 represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.47% of the stock is currently owned by company insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan research abandons a 2026 Fed rate‑cut forecast and now models a rate hike in Q3 2027 — a higher‑for‑longer policy path would support bank net interest margins and revenue. JP Morgan Abandons 2026 Fed Rate Cut Forecast, Projects 2027 Hike Instead
• Positive Sentiment: Analysts and industry coverage note banks enter earnings season on firmer footing after a strong 2025 — helps support expectations for JPM’s upcoming quarterly report and reduces the chance of a sustained rout. Banks Enter Earnings Season on Firmer Footing, Though Risks Linger
• Neutral Sentiment: JPMorgan’s corporate activity: its securities arm built a notifiable ~6.9% stake in Hexagon Composites — strategic/portfolio activity that is unlikely to meaningfully move the parent’s earnings near term. JPMorgan Chase Takes Notifiable 6.9% Stake in Hexagon Composites
• Neutral Sentiment: Product and ETF coverage (JMUB, JGLO, JAVA, JBND) highlights JPM’s asset‑management distribution strength — positive for fee revenue over time but not a near‑term driver of the stock move. Wealthy Retirees Have A Special Loophole With A High Yield Municipal Bond ETF
• Negative Sentiment: Policy shock — the White House proposal to cap credit‑card interest at 10% triggered broad bank selling because it would directly compress card income and force lending pullback for subprime customers; JPM’s card business is large enough that the market is re‑pricing some regulatory risk. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates
• Negative Sentiment: Market and trading desk caution after reports of a DOJ probe into Fed Chair Powell — concerns about Fed independence raise the chance of policy uncertainty and near‑term volatility; JPM’s own trading desk signaled caution. JPMorgan trading desk says it’s now cautious due to threat to Fed independence
• Negative Sentiment: Pre‑earnings pullback: traders trimmed bank positions ahead of JPMorgan’s Q4 results and CEO commentary, amplifying weakness from the policy headlines. Short‑term sentiment is the proximate reason for the stock’s decline. JPMorgan Chase Stock Extends Pre-Earnings Pullback

JPMorgan Chase & Co. Trading Down 1.4%

Shares of JPMorgan Chase & Co. stock opened at $324.43 on Tuesday. The firm has a market cap of $883.17 billion, a price-to-earnings ratio of 16.07, a price-to-earnings-growth ratio of 1.61 and a beta of 1.07. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company’s 50-day simple moving average is $315.55 and its 200-day simple moving average is $304.82. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. During the same quarter in the previous year, the company earned $4.37 EPS. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 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.