World Investment Advisors Increases Stock Position in JPMorgan Chase & Co. $JPM

World Investment Advisors lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.9% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 233,593 shares of the financial services provider’s stock after buying an additional 2,001 shares during the quarter. JPMorgan Chase & Co. makes up 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 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Triangle Securities Wealth Management grew its position in shares of JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after purchasing an additional 3,191 shares in the last quarter. Level Financial Advisors boosted its stake in JPMorgan Chase & Co. by 64.6% in the 3rd quarter. Level Financial Advisors now owns 2,845 shares of the financial services provider’s stock worth $897,000 after purchasing an additional 1,117 shares during the period. Symmetry Partners LLC boosted its stake in JPMorgan Chase & Co. by 22.3% in the 3rd quarter. Symmetry Partners LLC now owns 2,965 shares of the financial services provider’s stock worth $935,000 after purchasing an additional 540 shares during the period. Manchester Financial Inc. grew its holdings in JPMorgan Chase & Co. by 20.1% during the 3rd quarter. Manchester Financial Inc. now owns 5,649 shares of the financial services provider’s stock valued at $1,782,000 after buying an additional 947 shares in the last quarter. Finally, Chatham Capital Group Inc. raised its position in shares of JPMorgan Chase & Co. by 0.5% during the third quarter. Chatham Capital Group Inc. now owns 15,510 shares of the financial services provider’s stock valued at $4,892,000 after buying an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 966 shares of the 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 sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

JPM has been the subject of a number of research reports. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. The Goldman Sachs Group decreased their price target on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research note on Friday, December 5th. KGI Securities raised their price objective on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. 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. Finally, Wells Fargo & Company increased their price target on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Fifteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $329.19.

JPMorgan Chase & Co. Stock Down 1.3%

Shares of NYSE JPM opened at $323.68 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $330.86. The firm’s 50-day moving average price is $310.70 and its 200-day moving average price is $301.20. The stock 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.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share 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 company had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. During the same period in the previous year, the firm posted $4.37 earnings per share. The firm’s revenue for the quarter was up 8.8% on a year-over-year basis. On average, equities research analysts anticipate 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 given a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

Key Stores Impacting JPMorgan Chase & Co.

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

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.