JPMorgan Chase & Co. $JPM Shares Purchased by Liberty One Investment Management LLC

Liberty One Investment Management LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 30.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,149 shares of the financial services provider’s stock after purchasing an additional 6,136 shares during the quarter. Liberty One Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $8,248,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Mizuho Securities Co. Ltd. increased its stake in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares during the last quarter. Clarity Asset Management Inc. increased its stake in JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in JPMorgan Chase & Co. in the second quarter valued at $64,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Down 0.2%

JPM stock opened at $301.99 on Thursday. The stock has a market capitalization of $822.11 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 1.49 and a beta of 1.07. The company has a fifty day moving average of $314.69 and a 200-day moving average of $305.53. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Recent quarterly results and analyst backdrop remain supportive: JPM reported an earnings beat and revenue growth in its last quarter, and several firms maintain overweight/buy ratings with a median price target near $350, which underpins longer‑term upside. MarketBeat JPM Overview
• Positive Sentiment: Unusual bullish options activity — a large uptick in call buying — suggests some traders are positioning for upside in the near term. Investors Purchase Large Volume of Call Options
• Neutral Sentiment: Product and tech positioning: JPMorgan Asset Management and exchanges are discussing tokenized/24‑7 ETF trading and JPM execs are speaking publicly on AI use cases — developments that could be positive over time but have limited immediate share‑price impact. Bloomberg ETF IQ (YouTube)
• Neutral Sentiment: CEO commentary on AI and company initiatives continues to frame JPM as actively adapting to tech opportunities; useful context but not a near‑term catalyst. Jamie Dimon on AI (YouTube)
• Neutral Sentiment: Lobbying and regulatory engagement remain high (large disclosed lobbying spend and discussions across numerous bills), signaling proactive policy work that could help manage regulatory risk but also reflect exposure to policy changes. Quiver Quant Lobbying Update
• Negative Sentiment: Political/legal risk rose after former President Trump threatened to sue JPMorgan over alleged “debanking,” creating headline risk and potential reputational/legal costs that can pressure the share price. Trump threatens to sue JPMorgan
• Negative Sentiment: CEO Jamie Dimon’s rare public criticism of the administration’s immigration actions and his vocal opposition to a proposed 10% credit‑card rate cap have intensified political scrutiny; those comments raise the prospect of regulatory pushback or business‑policy conflicts that investors may view as near‑term negatives. Dimon criticizes immigration policy (CNBC) Dimon on credit card rate cap (Reuters)
• Negative Sentiment: Insider selling has been notable in recent months (multiple senior executives sold shares), which some investors interpret as a near‑term negative signal even if sales could be routine or for diversification. Quiver Quant Insider / Lobbying Details

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock valued at $4,951,910 in the last three months. 0.47% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on JPM shares. HSBC reiterated a “hold” rating and set a $245.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. CICC Research began coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price for the company. Robert W. Baird set a $280.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research report on Tuesday, September 30th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and a consensus price target of $336.32.

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.