Alpha Cubed Investments LLC Sells 6,354 Shares of JPMorgan Chase & Co. $JPM

Alpha Cubed Investments LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 331,476 shares of the financial services provider's stock after selling 6,354 shares during the period. JPMorgan Chase & Co. makes up approximately 3.6% of Alpha Cubed Investments LLC's portfolio, making the stock its 10th largest position. Alpha Cubed Investments LLC's holdings in JPMorgan Chase & Co. were worth $104,557,000 as of its most recent SEC filing.

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Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its holdings in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Acorns Advisers LLC lifted its position in JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock valued at $379,000 after acquiring an additional 100 shares during the last quarter. Curran Financial Partners LLC lifted its holdings in shares of JPMorgan Chase & Co. by 19.5% in the 2nd quarter. Curran Financial Partners LLC now owns 1,295 shares of the financial services provider's stock valued at $375,000 after purchasing an additional 211 shares during the last quarter. Jackson Wealth Management LLC boosted its holdings in shares of JPMorgan Chase & Co. by 182.4% in the second quarter. Jackson Wealth Management LLC now owns 2,897 shares of the financial services provider's stock valued at $840,000 after acquiring an additional 1,871 shares during the period. Finally, Fairvoy Private Wealth LLC boosted its stake in JPMorgan Chase & Co. by 14.3% during the 2nd quarter. Fairvoy Private Wealth LLC now owns 5,389 shares of the financial services provider's stock worth $1,562,000 after purchasing an additional 676 shares during the period. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Up 4.0%

JPM stock opened at $322.47 on Friday. The company has a 50 day moving average price of $315.59 and a two-hundred day moving average price of $307.15. 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 stock has a market capitalization of $877.85 billion, a P/E ratio of 16.12, a PEG ratio of 1.57 and a beta of 1.07. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

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JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $46.77 billion for the quarter, compared to analysts' expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company's quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 earnings per share. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a $1.50 dividend. 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%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: HSBC raised its rating on JPM to Hold following Q4 results, signaling that JPM’s quarterly beat and revenue growth are persuading some sell‑side analysts to become less negative. JPMorgan Chase raised to Hold at HSBC after Q4 results
• Positive Sentiment: JPMorgan strategists highlighted crypto opportunities — arguing bitcoin may be more attractive than gold long-term — which supports JPM’s growing crypto product efforts and could boost fee and trading revenue expectations. Bitcoin May Now Be More Attractive Than Gold Long-Term, Says JPMorgan Strategist
• Positive Sentiment: JPMorgan’s move into regulated stablecoins (JPMD on Base) and banks’ broader stablecoin adoption reinforce JPM’s fintech/crypto positioning, a potential new revenue stream and strategic differentiator. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Neutral Sentiment: JPMorgan completed a $3 billion subordinated notes offering — a capital markets action that strengthens funding/capital but can raise near‑term funding costs; investors will watch regulatory and capital ratios. JPMorgan Chase completes $3 billion subordinated notes offering
• Neutral Sentiment: Coverage and market debates about JPMorgan’s tech strategy and whether recent rate‑driven gains are already priced in leave valuation questions — important for medium/long‑term investors. JPMorgan's Tech Ambitions Are Real, but Is the Stock a Buy After Rate-Driven Gains?
• Neutral Sentiment: Robert W. Baird moved JPM to "Neutral" (an upgrade in institutional sentiment but not a bullish rating), signaling mixed analyst views despite the beat. Robert W. Baird Upgrades JPMorgan Chase & Co. NYSE: JPM to "Neutral"
• Negative Sentiment: JPMorgan commentary that Kevin Warsh would "make the case for rate cuts" (if selected to lead the Fed) raises the prospect of easier policy — a potential headwind for net interest margin and bank profitability. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations from a high‑profile crypto lawyer claiming JPMorgan manipulates bitcoin are reputationally negative and could attract regulatory/PR scrutiny, though such claims don’t yet show concrete legal exposure. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

Analyst Upgrades and Downgrades

Several research analysts have weighed in on JPM shares. Robert W. Baird upgraded JPMorgan Chase & Co. from an "underperform" rating to a "neutral" rating and set a $280.00 target price on the stock in a research note on Tuesday, February 3rd. Piper Sandler raised their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an "overweight" rating in a report on Wednesday, January 14th. Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, TD Cowen reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $340.18.

Read Our Latest Research Report on JPMorgan Chase & Co.

Insider Buying and Selling

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 sale, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares of the company's stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 14,868 shares of company stock worth $4,650,596. 0.47% of the stock is currently owned by corporate 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.

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