Wilsey Asset Management Inc. Cuts Position in JPMorgan Chase & Co. $JPM

Wilsey Asset Management Inc. trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 139,311 shares of the financial services provider’s stock after selling 4,623 shares during the quarter. JPMorgan Chase & Co. makes up about 8.1% of Wilsey Asset Management Inc.’s investment portfolio, making the stock its 3rd largest holding. Wilsey Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $43,943,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Sheets Smith Investment Management bought a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $246,000. Talbot Financial LLC increased its stake in shares of JPMorgan Chase & Co. by 1.2% in the third quarter. Talbot Financial LLC now owns 108,558 shares of the financial services provider’s stock valued at $34,242,000 after purchasing an additional 1,288 shares during the period. First County Bank CT raised its holdings in shares of JPMorgan Chase & Co. by 0.8% during the third quarter. First County Bank CT now owns 8,391 shares of the financial services provider’s stock valued at $2,647,000 after buying an additional 69 shares during the last quarter. FCG Investment Co raised its holdings in shares of JPMorgan Chase & Co. by 0.7% during the third quarter. FCG Investment Co now owns 19,539 shares of the financial services provider’s stock valued at $6,163,000 after buying an additional 141 shares during the last quarter. Finally, YHB Investment Advisors Inc. boosted its position in shares of JPMorgan Chase & Co. by 0.6% during the third quarter. YHB Investment Advisors Inc. now owns 49,956 shares of the financial services provider’s stock worth $15,758,000 after buying an additional 292 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Truist raised its price target on JPM to $330 (from $319), signaling continued analyst confidence and providing upside guidance that can support share demand. Truist raises JPMorgan price target
• Positive Sentiment: Keefe, Bruyette & Woods published a bullish note forecasting strong price appreciation for JPM, which can attract momentum investors ahead of quarterly results. KBW bullish forecast on JPMorgan
• Positive Sentiment: JPMorgan’s private‑equity group raised over $1.4 billion for fund investments — a sign of healthy fee-generation and LP demand that supports the bank’s asset-gathering and alternative‑fees businesses. WSJ: JPMorgan private-equity fundraising
• Positive Sentiment: JPMorgan launched a tokenized money fund and executives highlighted encouraging tokenization usage — product innovation that could grow low-cost deposit alternatives and fee opportunities in digital asset services. MSN: JPMorgan launches tokenized money fund
• Neutral Sentiment: JPMorgan research is flagging that AI hype may have peaked and that 2026 will focus more on profits — guidance that could reallocate flows across sectors and affect market volatility more than JPM’s fundamentals directly. JPMorgan warns AI hype peaked
• Neutral Sentiment: JPMorgan quant teams warned of “extreme crowding” in a handful of speculative growth names — a market‑structure call that highlights JPM research influence but is a mixed prompt for bank trading and prime-brokerage flow. MSN: JPMorgan quants warn of crowding
• Neutral Sentiment: JPMorgan analysts updated models in their North American utilities coverage (including DTE Energy); this is a research housekeeping item that demonstrates the bank’s analyst activity but has limited direct impact on JPM shares. JPMorgan updates utilities models
• Neutral Sentiment: Northern Technologies extended a JPMorgan credit facility maturity — a small lending update that shows routine client relationships for JPM’s lending business. TipRanks: Northern Technologies extends JPM loan
• Negative Sentiment: Bloomberg reports a lawsuit alleging JPMorgan steered Black advisers to poorer areas — a reputational and potential legal risk that could pressure sentiment and invite regulatory scrutiny. Bloomberg: Suit alleges adviser steering

Insider Activity at JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Trading Up 1.2%

Shares of NYSE:JPM opened at $316.68 on Friday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a market capitalization of $862.09 billion, a price-to-earnings ratio of 15.69, a PEG ratio of 1.64 and a beta of 1.08. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $322.88. The company has a 50 day moving average price of $307.83 and a 200 day moving average price of $298.43.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping 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 period in the previous year, the firm earned $4.37 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% compared to the same quarter last year. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend 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 currently 29.72%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 15th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Daiwa Capital Markets lifted their price target on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research report on Wednesday, October 8th. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $329.19.

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.