Woodmont Investment Counsel LLC Has $25.44 Million Stock Position in JPMorgan Chase & Co. $JPM

Woodmont Investment Counsel LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 80,635 shares of the financial services provider’s stock after selling 6,463 shares during the quarter. JPMorgan Chase & Co. comprises about 1.7% of Woodmont Investment Counsel LLC’s investment portfolio, making the stock its 13th largest holding. Woodmont Investment Counsel LLC’s holdings in JPMorgan Chase & Co. were worth $25,435,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Creative Planning boosted its holdings in shares of JPMorgan Chase & Co. by 2.2% during the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares in the last quarter. Aviva PLC increased its stake in shares of JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after buying an additional 126,742 shares during the period. Triangle Securities Wealth Management increased its stake in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after buying an additional 3,191 shares during the period. Kelman Lazarov Inc. raised its holdings in JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after buying an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter worth approximately $534,000. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan research pushes back on the recent SaaS sell‑off, arguing investors are overreacting — a stabilizing call for software stocks that helped lift market risk appetite and trading volumes (positive for JPM’s trading and research franchise). JP Morgan’s note to investors on software companies
• Positive Sentiment: JPMorgan publicly laid out a bullish macro/AI scenario (S&P 500 topping 8,000 in the bull case), signaling the bank expects strong long‑term markets and elevated client activity across trading, M&A and asset management. That constructive outlook supports revenue expectations. JPMorgan sees S&P 500 topping 8,000
• Positive Sentiment: J.P. Morgan acted as lead/syndicate on large deals (Databricks $5B financing and LATAM ADS secondary offering), highlighting ongoing investment‑banking fee opportunities for the firm. Deal flow of this size tends to support near‑term IB revenue. Databricks funding led by JPMorgan LATAM secondary offering via J.P. Morgan
• Positive Sentiment: Zacks highlights JPMorgan’s own earnings growth and price strength as reasons to watch the stock — reinforcing the view that the bank’s fundamentals (EPS, revenue growth, ROE) remain supportive. Zacks: JPM a stock to watch
• Neutral Sentiment: SEC 13F filings show JPMorgan (its funds) opened new sizable positions (e.g., IVOL ~$99.9M, ABVX ~$61.5M, UL ~$162.9M). Active repositioning is typical of large asset managers — indicates trading activity/AUM movement but not an immediate earnings read‑through for the bank itself. QuiverQuant: New IVOL position
• Neutral Sentiment: J.P. Morgan Securities disclosed a 7.28% stake in Hexagon Composites — a regulatory filing that highlights capital‑markets activity but has limited direct impact on JPM’s stock fundamentals. JPMorgan discloses stake in Hexagon
• Negative Sentiment: QuiverQuant estimates from JPMorgan’s 13F show large reductions in major equity positions (big decreases in VOO, IVV, META, NVDA, MSFT, AMZN). If accurate, the cuts could signal risk‑reduction by institutional portfolios and lower exposure to tech/AI winners — a potential headwind to market sentiment and fee‑generating activity tied to those names. QuiverQuant: Fund update — large decreases

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 14,868 shares of company stock valued at $4,650,596 in the last ninety days. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $310.91 on Thursday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock has a 50-day moving average of $316.05 and a 200 day moving average of $307.56. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The company has a market capitalization of $846.36 billion, a price-to-earnings ratio of 15.54, a PEG ratio of 1.55 and a beta of 1.07.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter last year, the firm posted $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Wall Street Analysts Forecast Growth

JPM has been the subject of several recent research reports. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a report on Thursday, October 23rd. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $340.18.

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.