Tritonpoint Wealth LLC Trims Position in JPMorgan Chase & Co. $JPM

Tritonpoint Wealth LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 94,245 shares of the financial services provider’s stock after selling 1,727 shares during the quarter. JPMorgan Chase & Co. accounts for 2.5% of Tritonpoint Wealth LLC’s portfolio, making the stock its 7th biggest position. Tritonpoint Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $29,728,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in JPM. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $26,000. Mizuho Securities Co. Ltd. raised its stake in shares of 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 valued at $32,000 after acquiring an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Ryan Investment Management Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $37,000. Finally, Christopher J. Hasenberg Inc boosted its holdings 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 worth $45,000 after purchasing an additional 106 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan-backed ETFs are getting bullish press, with commentators recommending JPMorgan’s mid-cap ETF as a diversification alternative to the tech-heavy S&P 500 — a tailwind for JPM’s asset-management revenue if flows follow. The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead
• Positive Sentiment: JPMorgan’s BetaBuilders Europe ETF (BBEU) is highlighted for outperforming U.S. benchmarks this year, another positive for asset-management fee prospects if retail/institutional flows increase. Investors Say Europe Is Cooked, But JP Morgan’s Euro ETF Is Destroying The S&P and Hot AI Stocks
• Positive Sentiment: Fortune ran a feature based on a JPMorgan report about habits of the world’s wealthiest families — useful PR that underscores JPM’s role in wealth management and could support client engagement and flows. The world’s wealthiest families attribute these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: Waystar will present at the J.P. Morgan Healthcare Conference — relevant to the conference ecosystem but not directly material to JPM’s P&L. Waystar to Present at J.P. Morgan Healthcare Conference
• Neutral Sentiment: JPMorgan analysts raised a price target on Cogent Biosciences as part of a sector model update — a sign of JPM’s active equity research, but not a direct company financial impact. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan notified IPH Ltd that it ceased to be a substantial holder — a routine portfolio/positioning update with limited market impact. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Negative Sentiment: JPMorgan’s economists warn of an “uncomfortably slow” U.S. job market in early 2026 due to trade, tariffs and immigration policy — a weaker jobs outlook could pressure loan growth, consumer credit and trading revenues. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Negative Sentiment: Reports say JPMorgan froze accounts tied to several stablecoin startups (including LatAm firms), drawing scrutiny from crypto firms and potentially complicating fintech relationships and future crypto banking opportunities. That reputational/regulatory friction likely weighs on investor sentiment. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access Latam Insights: JPMorgan Freezes Latam Stablecoin Startups’ Accounts

Analyst Ratings Changes

Several analysts recently issued reports on the company. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. 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 research report on Thursday, December 18th. Citigroup upped their target price on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a report on Wednesday, September 24th. Finally, Piper Sandler raised their price target on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. 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 completion of the transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $323.68 on Tuesday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $330.86. The company has a 50 day simple moving average of $310.70 and a two-hundred day simple moving average of $301.20. The company has a market capitalization of $881.13 billion, a price-to-earnings ratio of 16.03, a P/E/G ratio of 1.69 and a beta of 1.08. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The firm had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.37 EPS. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

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.