Breakthru Advisory Services LLC Purchases New Holdings in JPMorgan Chase & Co. $JPM

Breakthru Advisory Services LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 2,638 shares of the financial services provider’s stock, valued at approximately $832,000. JPMorgan Chase & Co. makes up 0.5% of Breakthru Advisory Services LLC’s holdings, making the stock its 25th largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Franklin Street Advisors Inc. NC increased its position in shares of JPMorgan Chase & Co. by 0.6% during the third quarter. Franklin Street Advisors Inc. NC now owns 146,551 shares of the financial services provider’s stock worth $46,227,000 after purchasing an additional 829 shares in the last quarter. Redhawk Wealth Advisors Inc. boosted its stake in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 10,891 shares of the financial services provider’s stock worth $3,435,000 after purchasing an additional 334 shares during the last quarter. Baskin Financial Services Inc. grew its holdings in shares of JPMorgan Chase & Co. by 2.9% during the third quarter. Baskin Financial Services Inc. now owns 1,562 shares of the financial services provider’s stock worth $493,000 after buying an additional 44 shares in the last quarter. Peak Financial Management Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at about $228,000. Finally, IMZ Advisory Inc raised its position in shares of JPMorgan Chase & Co. by 10.7% in the third quarter. IMZ Advisory Inc now owns 2,343 shares of the financial services provider’s stock valued at $739,000 after buying an additional 226 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Truist raised its price target on JPM to $330 (from $319), signaling continued analyst confidence and providing upside guidance that can support share demand. Truist raises JPMorgan price target
• Positive Sentiment: Keefe, Bruyette & Woods published a bullish note forecasting strong price appreciation for JPM, which can attract momentum investors ahead of quarterly results. KBW bullish forecast on JPMorgan
• Positive Sentiment: JPMorgan’s private‑equity group raised over $1.4 billion for fund investments — a sign of healthy fee-generation and LP demand that supports the bank’s asset-gathering and alternative‑fees businesses. WSJ: JPMorgan private-equity fundraising
• Positive Sentiment: JPMorgan launched a tokenized money fund and executives highlighted encouraging tokenization usage — product innovation that could grow low-cost deposit alternatives and fee opportunities in digital asset services. MSN: JPMorgan launches tokenized money fund
• Neutral Sentiment: JPMorgan research is flagging that AI hype may have peaked and that 2026 will focus more on profits — guidance that could reallocate flows across sectors and affect market volatility more than JPM’s fundamentals directly. JPMorgan warns AI hype peaked
• Neutral Sentiment: JPMorgan quant teams warned of “extreme crowding” in a handful of speculative growth names — a market‑structure call that highlights JPM research influence but is a mixed prompt for bank trading and prime-brokerage flow. MSN: JPMorgan quants warn of crowding
• Neutral Sentiment: JPMorgan analysts updated models in their North American utilities coverage (including DTE Energy); this is a research housekeeping item that demonstrates the bank’s analyst activity but has limited direct impact on JPM shares. JPMorgan updates utilities models
• Neutral Sentiment: Northern Technologies extended a JPMorgan credit facility maturity — a small lending update that shows routine client relationships for JPM’s lending business. TipRanks: Northern Technologies extends JPM loan
• Negative Sentiment: Bloomberg reports a lawsuit alleging JPMorgan steered Black advisers to poorer areas — a reputational and potential legal risk that could pressure sentiment and invite regulatory scrutiny. Bloomberg: Suit alleges adviser steering

JPMorgan Chase & Co. Stock Up 1.2%

Shares of NYSE:JPM opened at $316.68 on Monday. The company has a market capitalization of $862.09 billion, a price-to-earnings ratio of 15.69, a PEG ratio of 1.64 and a beta of 1.08. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $322.88. The business has a 50-day moving average price of $307.83 and a 200 day moving average price of $298.67. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share 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 analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. JPMorgan Chase & Co.’s revenue was up 8.8% compared to the same quarter last year. During the same quarter last year, the firm posted $4.37 earnings per share. Sell-side 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 paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

Insider Buying and Selling

In other news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction on 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 directly owned 58,479 shares of the company’s stock, valued at approximately $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 SEC, which can be accessed through this hyperlink. 0.47% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

JPM has been the subject of several research reports. The Goldman Sachs Group dropped their price objective on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a research note on Friday, December 5th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 15th. Evercore ISI boosted their price objective on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 30th. Wells Fargo & Company upped their target price on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. Finally, Truist Financial upped their price objective on shares of JPMorgan Chase & Co. from $319.00 to $330.00 and gave the company a “hold” rating in a report on Thursday. Fifteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $329.19.

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.