Milestone Asset Management LLC Has $5.89 Million Holdings in JPMorgan Chase & Co. $JPM

Milestone Asset Management LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 180.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,685 shares of the financial services provider’s stock after buying an additional 12,023 shares during the quarter. JPMorgan Chase & Co. accounts for 1.1% of Milestone Asset Management LLC’s portfolio, making the stock its 17th largest position. Milestone Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $5,894,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPM. Harbor Asset Planning Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares in the last quarter. Ryan Investment Management Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc boosted its position in shares of JPMorgan Chase & Co. by 212.0% in the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after buying an additional 106 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Keefe, Bruyette & Woods upped their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. UBS Group lifted their target price on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Royal Bank Of Canada dropped their target price on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Piper Sandler increased their price target on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 15th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $329.19.

JPMorgan Chase & Co. Trading Down 1.3%

NYSE:JPM opened at $323.68 on Tuesday. The company has a market capitalization of $881.13 billion, a P/E ratio of 16.03, a P/E/G ratio of 1.69 and a beta of 1.08. The stock’s 50 day moving average price is $310.70 and its 200 day moving average price is $301.20. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $330.86.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping the consensus estimate of $4.83 by $0.24. The company had revenue of $47.12 billion during the quarter, compared to the consensus estimate 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 for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.37 earnings per share. On average, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders 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 yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.72%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan-backed ETFs are getting bullish press, with commentators recommending JPMorgan’s mid-cap ETF as a diversification alternative to the tech-heavy S&P 500 — a tailwind for JPM’s asset-management revenue if flows follow. The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead
• Positive Sentiment: JPMorgan’s BetaBuilders Europe ETF (BBEU) is highlighted for outperforming U.S. benchmarks this year, another positive for asset-management fee prospects if retail/institutional flows increase. Investors Say Europe Is Cooked, But JP Morgan’s Euro ETF Is Destroying The S&P and Hot AI Stocks
• Positive Sentiment: Fortune ran a feature based on a JPMorgan report about habits of the world’s wealthiest families — useful PR that underscores JPM’s role in wealth management and could support client engagement and flows. The world’s wealthiest families attribute these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: Waystar will present at the J.P. Morgan Healthcare Conference — relevant to the conference ecosystem but not directly material to JPM’s P&L. Waystar to Present at J.P. Morgan Healthcare Conference
• Neutral Sentiment: JPMorgan analysts raised a price target on Cogent Biosciences as part of a sector model update — a sign of JPM’s active equity research, but not a direct company financial impact. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan notified IPH Ltd that it ceased to be a substantial holder — a routine portfolio/positioning update with limited market impact. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Negative Sentiment: JPMorgan’s economists warn of an “uncomfortably slow” U.S. job market in early 2026 due to trade, tariffs and immigration policy — a weaker jobs outlook could pressure loan growth, consumer credit and trading revenues. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Negative Sentiment: Reports say JPMorgan froze accounts tied to several stablecoin startups (including LatAm firms), drawing scrutiny from crypto firms and potentially complicating fintech relationships and future crypto banking opportunities. That reputational/regulatory friction likely weighs on investor sentiment. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access Latam Insights: JPMorgan Freezes Latam Stablecoin Startups’ Accounts

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.47% of the stock is currently owned by company insiders.

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.