Brady Family Wealth LLC Purchases 5,876 Shares of JPMorgan Chase & Co. $JPM

Posted by Defense World Staff on Dec 23rd, 2025

Brady Family Wealth LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 44.5% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,089 shares of the financial services provider’s stock after purchasing an additional 5,876 shares during the period. JPMorgan Chase & Co. makes up about 1.9% of Brady Family Wealth LLC’s holdings, making the stock its 16th biggest holding. Brady Family Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $6,021,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of JPM. Peterson Wealth Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after acquiring an additional 33 shares during the last quarter. JFS Wealth Advisors LLC raised its holdings in JPMorgan Chase & Co. by 0.4% in the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock worth $2,290,000 after purchasing an additional 35 shares in the last quarter. Cottonwood Capital Advisors LLC grew its holdings in JPMorgan Chase & Co. by 0.9% in the second quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock worth $1,112,000 after purchasing an additional 35 shares during the period. Coign Capital Advisors LLC raised its stake in JPMorgan Chase & Co. by 1.2% during the second quarter. Coign Capital Advisors LLC now owns 2,854 shares of the financial services provider’s stock valued at $827,000 after buying an additional 35 shares during the last quarter. Finally, Rialto Wealth Management LLC grew its position in JPMorgan Chase & Co. by 3.9% during the 2nd quarter. Rialto Wealth Management LLC now owns 929 shares of the financial services provider’s stock valued at $269,000 after purchasing an additional 35 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Up 1.8%

JPM opened at $322.97 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. The stock’s fifty day moving average is $308.12 and its two-hundred day moving average is $299.10. The company has a market capitalization of $879.22 billion, a P/E ratio of 16.00, a PEG ratio of 1.64 and a beta of 1.08. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $323.23.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company had revenue of $47.12 billion during the quarter, compared to the consensus estimate of $44.42 billion. During the same quarter in the previous year, the firm posted $4.37 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% compared to the same quarter last year. Analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors 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 currently 29.72%.

JPMorgan Chase & Co. News Summary

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

Positive Sentiment: Bank is reported to be evaluating crypto trading services for institutional clients (spot and derivatives), which could expand Markets revenue and strengthen JPM’s position in digital assets if launched; the plan is under internal consideration and could attract fee income from institutional flows. JPMorgan Weighs Crypto Trading to Expand Digital Asset Presence
Positive Sentiment: Analyst upgrade reported that has already been linked with upside in the shares today — upgrades can spur short-term buying and validate outlook for earnings/valuation. JPMorgan Chase & Co. (NYSE:JPM) Trading Up 1.2% on Analyst Upgrade
Positive Sentiment: Small institutional buying reported (Breakthru Advisory purchased new JPM holdings), signaling continued demand from asset managers—though the position size is modest, it’s a confirming data point for institutional interest. Breakthru Advisory Services LLC Purchases New Holdings in JPMorgan Chase & Co. $JPM
Neutral Sentiment: J.P. Morgan Asset Management (Canada) announced estimated 2025 reinvested capital gain distributions and December cash distributions for several JPMorgan ETFs on the TSX — routine fund housekeeping that affects ETF unitholders but has limited direct impact on JPM stock fundamentals. JPMorgan Asset Management (Canada) Inc. Exchange Traded Funds 2025 Estimated Annual Reinvested Capital Gain Distributions
Negative Sentiment: JPMorgan (or its affiliates) ceased to be a substantial holder in IDP Education — a minor portfolio change that is unlikely to affect JPM’s core business but is a small negative signal about that specific investment. JPMorgan Ceases to Be Substantial Holder in IDP Education
Negative Sentiment: Coverage notes that internal discussions on crypto have no firm timeline and CEO Jamie Dimon has publicly criticized bitcoin in the past—regulatory, compliance and reputational risks remain and could limit how quickly or broadly JPM expands crypto services. JPMorgan Evaluates Crypto Market Entry with Institutional-Grade Trading Services

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 shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.47% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JPM. Citigroup upped their price target on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a report on Wednesday, September 24th. Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Royal Bank Of Canada reduced their price target on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 15th. Finally, DZ Bank reiterated 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. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $329.19.

Get Our Latest Stock Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. Profile

(Free Report)

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.