JPMorgan Chase & Co. $JPM Shares Sold by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 704,821 shares of the financial services provider’s stock after selling 23,541 shares during the period. JPMorgan Chase & Co. accounts for 2.0% of Vaughan Nelson Investment Management L.P.’s portfolio, making the stock its 8th largest position. Vaughan Nelson Investment Management L.P.’s holdings in JPMorgan Chase & Co. were worth $222,322,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in JPM. Tilson Financial Group Inc. grew its stake in shares of JPMorgan Chase & Co. by 182.7% in the third quarter. Tilson Financial Group Inc. now owns 3,375 shares of the financial services provider’s stock worth $1,064,000 after acquiring an additional 2,181 shares during the last quarter. McIlrath & Eck LLC boosted its holdings in JPMorgan Chase & Co. by 2.0% in the 3rd quarter. McIlrath & Eck LLC now owns 6,721 shares of the financial services provider’s stock valued at $2,120,000 after purchasing an additional 129 shares during the period. Barry Investment Advisors LLC bought a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at $395,000. NDVR Inc. grew its position in JPMorgan Chase & Co. by 18.8% in the 3rd quarter. NDVR Inc. now owns 2,302 shares of the financial services provider’s stock worth $726,000 after purchasing an additional 364 shares during the last quarter. Finally, Ironwood Wealth Management LLC. increased its holdings in shares of JPMorgan Chase & Co. by 1.2% during the 3rd quarter. Ironwood Wealth Management LLC. now owns 15,580 shares of the financial services provider’s stock worth $4,915,000 after purchasing an additional 180 shares during the period. 71.55% of the stock is owned by institutional investors.

Insider Activity

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

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 results beat consensus on EPS and revenue, supported by strong trading/markets and net interest income; CEO Jamie Dimon called the U.S. economy “resilient,” and management outlined capital return and investment plans — a fundamental argument for the stock over the medium term. JPMorgan Signals a Strong Year Ahead
• Positive Sentiment: Analyst support remains fairly constructive (Buy/reiterates and price‑target increases from major houses), which can limit downside and underpin any dip while the bank executes on strategic tech/AI and payments investments. Analyst Reiteration/BofA Note
• Neutral Sentiment: JPMorgan is active in deal markets and conferences (UBS presentation; participation in clean‑energy financing/M&A), which builds fee pipelines but has limited immediate stock impact versus headline earnings and policy risk. JPMorgan, Brookfield See Deals Revival
• Neutral Sentiment: Smaller corporate items — e.g., JPM seeking a court order against a former representative who opened an office across the street — are not material to earnings but add to news flow. JPMorgan Seeks Court Order
• Negative Sentiment: Regulatory/political risk: a widely publicized proposal to cap credit‑card APRs at 10% (and political pressure on the Fed) has prompted JPMorgan executives to warn of broad negative consequences — this headline is pressuring JPM and peer bank valuations as investors price in potential revenue losses or tougher regulation. Under threat from Trump, banks wager they can fend off credit card price controls
• Negative Sentiment: Earnings caveats: JPM took a ~$2.2B reserve/hit related to acquiring the Apple Card portfolio and reported a surprise decline in investment‑banking fees — these items trimmed headline profit and explain why the stock sold off despite the beat. Wall Street Dumps Shares Despite Earnings Win
• Negative Sentiment: Sector/valuation pressure: investors rotated out of large banks after earnings season began, citing lofty valuations and the risk that policy changes or weaker deal activity could remove the “priced for perfection” premium — this broader bank sell‑off amplifies JPM’s downward move. Bank Stocks Get Punished After Earnings
• Negative Sentiment: Crypto/stablecoin stance: CFO comments calling yield‑paying stablecoins “dangerous” could draw regulatory scrutiny and influence JPM’s digital‑assets strategy and partnerships — a reputational/policy angle that investors may watch. Stablecoin yields dangerous — JPM exec

JPMorgan Chase & Co. Trading Down 1.0%

Shares of JPM opened at $307.87 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The stock has a market cap of $838.10 billion, a PE ratio of 15.39, a PEG ratio of 1.52 and a beta of 1.07. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The stock has a 50 day simple moving average of $315.52 and a 200-day simple moving average of $305.01.

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

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced 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. 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 dividend payout ratio is presently 29.72%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. UBS Group lifted their target price on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research report on Tuesday, October 7th. Robert W. Baird set a $280.00 price objective on JPMorgan Chase & Co. in a research report on Wednesday. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Barclays upped their target price on JPMorgan Chase & Co. from $342.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Fifteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $335.91.

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.