Liberty One Investment Management LLC Boosts Position in JPMorgan Chase & Co. $JPM

Liberty One Investment Management LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 30.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,149 shares of the financial services provider’s stock after acquiring an additional 6,136 shares during the period. Liberty One Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $8,248,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. CPC Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.4% in the 3rd quarter. CPC Advisors LLC now owns 59,442 shares of the financial services provider’s stock valued at $18,750,000 after buying an additional 834 shares during the period. Financial Futures Ltd Liability Co. purchased a new position in JPMorgan Chase & Co. during the third quarter valued at approximately $200,000. Decker Retirement Planning Inc. lifted its holdings in JPMorgan Chase & Co. by 56.3% in the third quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock valued at $74,000 after acquiring an additional 85 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC boosted its position in JPMorgan Chase & Co. by 11.4% in the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 97,282 shares of the financial services provider’s stock worth $30,686,000 after purchasing an additional 9,988 shares in the last quarter. Finally, Bogart Wealth LLC grew its stake in shares of JPMorgan Chase & Co. by 0.6% during the 3rd quarter. Bogart Wealth LLC now owns 35,105 shares of the financial services provider’s stock worth $11,073,000 after purchasing an additional 209 shares during the period. Hedge funds and other 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: 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

Analysts Set New Price Targets

JPM has been the subject of several analyst reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Daiwa Capital Markets upped their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research report on Thursday, October 23rd. CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target for the company. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. 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 company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $301.99 on Thursday. The stock has a market capitalization of $822.11 billion, a P/E ratio of 15.09, a PEG ratio of 1.49 and a beta of 1.07. The business has a 50 day simple moving average of $314.69 and a two-hundred day simple moving average of $305.53. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the company earned $4.81 EPS. The firm’s revenue was up 7.1% compared to the same quarter last year. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal 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 paid 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%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Robin Leopold sold 966 shares of the 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 sale, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 15,834 shares of company stock valued at $4,951,910. Insiders own 0.47% of the company’s stock.

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.