Wealth Enhancement Advisory Services LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

Wealth Enhancement Advisory Services LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 19.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,640,663 shares of the financial services provider’s stock after selling 390,718 shares during the period. JPMorgan Chase & Co. accounts for about 0.8% of Wealth Enhancement Advisory Services LLC’s holdings, making the stock its 21st biggest position. Wealth Enhancement Advisory Services LLC owned 0.06% of JPMorgan Chase & Co. worth $504,748,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Geode Capital Management LLC grew its position in shares of JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after purchasing an additional 300,160 shares in the last quarter. Norges Bank bought a new stake in JPMorgan Chase & Co. during the second quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC grew its position 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 buying an additional 16,727,530 shares in the last quarter. Invesco Ltd. increased its stake in JPMorgan Chase & Co. by 4.2% in the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after acquiring an additional 577,860 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in shares of JPMorgan Chase & Co. by 1.0% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock valued at $2,181,338,000 after acquiring an additional 76,413 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.2%

JPM opened at $300.89 on Thursday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. 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 business’s 50-day moving average price is $314.44 and its 200-day moving average price is $306.02. The company has a market cap of $819.09 billion, a P/E ratio of 15.04, a P/E/G ratio of 1.47 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion during 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%.JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the business posted $4.81 EPS. On average, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan will match the federal one‑time $1,000 contribution to eligible employees’ new “Trump accounts,” a small HR cost but a sign the bank is embracing a government savings program that could deepen customer relationships and deposit balances. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: Analysis of the Trump Accounts program highlights backing from Visa, JPMorgan and BofA and says the design will rely on interchange and card flows — a potential new low‑cost revenue stream for card issuers and payment processors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Positive Sentiment: JPMorgan’s 2026 net interest income (NII) guide — roughly $103B — suggests resilience even if policy rates fall, with management pointing to loan growth, card balances and deposit gains as offsets. That supports earnings stability and investor confidence. JPMorgan’s 2026 NII Guide Signals Resilience: Is JPM Stock a Buy Now?
• Positive Sentiment: Short interest dropped ~13.6% in January to ~20.1M shares (0.7% of float), easing a short‑pressure overhang and reducing potential for abrupt downside from short squeezes. Source: market data entry
• Neutral Sentiment: J.P. Morgan Asset Management launched a new actively managed international equity ETF (JIDE), expanding product offerings and fee‑bearing assets under management — incremental but not material to the bank’s core earnings today. J.P. Morgan Asset Management Launches JPMorgan International Dynamic ETF (JIDE) on NYSE Arca
• Neutral Sentiment: Company hires and research outputs (new retirement strategist hire; research pieces naming top longs/shorts) are positive for franchise depth but are unlikely to move JPM’s stock materially in the near term. J.P. Morgan Asset Management Welcomes Pam Hess as Retirement Strategist JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Sensational reports alleging large precious‑metals short positions at major banks, including JPMorgan, are circulating; if physical metals prices spike and these claims gain traction, JPM could face headline risk and regulatory scrutiny. These stories are speculative but can pressure the stock until validated or debunked. Silver and Gold Market Surges $1.6 Trillion as Physical Premiums Expose Paper Market Manipulation

Analysts Set New Price Targets

Several research analysts recently weighed in on JPM shares. 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. Robert W. Baird set a $280.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average target price of $336.32.

Insider Activity

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred 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 completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,834 shares of company stock worth $4,951,910 over the last ninety days. 0.47% of the stock is owned by insiders.

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.