JPMorgan Chase & Co. $JPM Shares Sold by Viking Fund Management LLC

Viking Fund Management LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 7.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 39,000 shares of the financial services provider’s stock after selling 3,000 shares during the quarter. JPMorgan Chase & Co. comprises about 1.5% of Viking Fund Management LLC’s holdings, making the stock its 17th biggest holding. Viking Fund Management LLC’s holdings in JPMorgan Chase & Co. were worth $12,302,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of JPM. Kingstone Capital Partners Texas LLC grew its position in JPMorgan Chase & Co. by 609,867.5% in the second quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock worth $21,133,630,000 after acquiring an additional 72,885,260 shares during the period. Geode Capital Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.5% in 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 during the last quarter. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of JPMorgan Chase & Co. by 5.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock worth $4,523,588,000 after purchasing an additional 890,553 shares during the period. Finally, Laurel Wealth Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd 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. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Up 0.9%

Shares of JPMorgan Chase & Co. stock opened at $325.94 on Wednesday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $327.78. The company has a market capitalization of $887.29 billion, a P/E ratio of 16.14, a P/E/G ratio of 1.67 and a beta of 1.08. The company has a 50 day moving average of $308.60 and a 200 day moving average of $299.52.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. The business had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company’s revenue was up 8.8% on a year-over-year basis. During the same period last year, the business earned $4.37 EPS. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.72%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is moving toward offering cryptocurrency trading services for institutional clients (spot and derivatives), signaling a strategic expansion into digital-asset revenue streams as regulatory clarity and client demand increase — this could add trading and custody fees and broaden product offerings. JPMorgan to allow crypto trading for institutional clients in latest embrace of the sector
• Positive Sentiment: JPMorgan reclaimed the top spot in India equity deals for 2025 (largest share of equity underwriting volume), highlighting stronger investment?banking fee momentum in a fast-growing EM market — supports sustained deal fee growth. JPMorgan takes top spot in India
• Positive Sentiment: Analyst and sector commentary points to material productivity gains from JPMorgan’s AI investments, which management frames as growth-focused expense that could lift long-term returns and justify a premium multiple. That supports bullish analyst revisions. JPMorgan: AI Productivity Gains Make It Worth Premium
• Neutral Sentiment: JPMorgan Asset Management announced estimated cash and reinvested capital?gain distributions for several ETFs (Canada/TSX), routine fund items that affect ETF unitholders but have little direct impact on JPM stock fundamentals. JPMorgan Announces Estimated Cash Distributions for the JPMorgan ETFs
• Neutral Sentiment: JPMorgan’s BetaBuilders MSCI U.S. REIT ETF declared a distribution — routine ETF corporate action with limited direct effect on the parent bank’s stock. JPMorgan BetaBuilders MSCI U.S. REIT ETF declares $1.0221 dividend
• Negative Sentiment: An attention-grabbing legal-fees story tied to the Frank acquisition (Charlie Javice) surfaced, detailing a $74M legal bill and odd expense line items — mainly reputational noise but a reminder of legacy acquisition litigation and potential legal/PR distractions. Investors should monitor any material litigation developments. Disgraced millennial Frank founder Charlie Javice hits JPMorgan with $74 million legal bill

Analysts Set New Price Targets

JPM has been the subject of several research analyst reports. Barclays increased their target price on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 15th. Wells Fargo & Company increased their price objective on shares of JPMorgan Chase & Co. from $345.00 to $350.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Robert W. Baird lifted their target price on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the company an “underperform” rating in a report on Thursday, December 18th. Daiwa Capital Markets upped their price target on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 8th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 15th. Fifteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $329.19.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was 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 in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.47% of the stock is currently 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.