Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Reduces Position in JPMorgan Chase & Co. $JPM

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 73,326 shares of the financial services provider’s stock after selling 2,266 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in JPMorgan Chase & Co. were worth $21,597,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC lifted its stake in JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares during the last quarter. Viking Global Investors LP lifted its stake in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. Montrusco Bolton Investments Inc. acquired a new position in JPMorgan Chase & Co. in the second quarter valued at approximately $485,802,000. Finally, International Assets Investment Management LLC purchased a new position in JPMorgan Chase & Co. in the second quarter valued at approximately $458,104,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $302.41 on Wednesday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock has a market capitalization of $823.24 billion, a price-to-earnings ratio of 15.11, a PEG ratio of 1.53 and a beta of 1.07. The company has a 50-day simple moving average of $315.05 and a 200-day simple moving average of $305.55. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

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

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued 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 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Wall Street remains constructive: multiple firms have buy/overweight ratings and a median 6‑month price target near $350, signaling continued analyst conviction that JPM can outperform. Analyst Sentiment & Price Targets
• Positive Sentiment: Heavy bullish options flow: traders bought an unusually large volume of JPM calls (reported ~113k contracts), which often signals speculative bullish positioning or hedging ahead of catalysts. Options Flow Report
• Positive Sentiment: Target/upgrade activity: Baird raised its JPM price target following strong Q4 results and robust credit trends — a near-term supportive datapoint for investors. Baird Raise
• Positive Sentiment: Business expansion: JPMorgan announced a dedicated private capital advisory unit, widening fee-generating advisory capabilities in alternatives/private capital. This supports revenue diversification. Private Capital Unit
• Neutral Sentiment: Lobbying disclosure: JPM reported $1.12M in Q4 lobbying covering bank structure, capital rules, AI/fintech, BSA/AML, digital assets and consumer protections — shows active engagement with regulators but creates uncertainty on how rules will evolve. Lobbying Update
• Neutral Sentiment: JPM strategists say Q4 earnings season should be broadly constructive for markets — a contextual note that earnings could support the bank if trends remain intact. Strat Comment on Q4
• Negative Sentiment: Significant insider selling: multiple senior JPM executives have sold stock in recent months (COO, General Counsel, other leaders), which can be perceived negatively even if sales are for diversification or compensation needs. Insider Selling
• Negative Sentiment: Political/legal headline risk: former President Trump has publicly threatened to sue JPM over alleged ‘debanking’ — this political dispute increases reputational and event‑risk volatility for the stock. Trump Threatens Lawsuit

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction on Friday, January 16th. The shares were 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 of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 15,834 shares of company stock valued at $4,951,910. Corporate insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and an average price target of $336.32.

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.