Flputnam Investment Management Co. Has $102.66 Million Stake in JPMorgan Chase & Co. $JPM

Flputnam Investment Management Co. cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 325,448 shares of the financial services provider’s stock after selling 5,282 shares during the period. JPMorgan Chase & Co. accounts for 1.5% of Flputnam Investment Management Co.’s investment portfolio, making the stock its 12th largest holding. Flputnam Investment Management Co.’s holdings in JPMorgan Chase & Co. were worth $102,656,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also bought and sold shares of the company. Creative Planning boosted its holdings in JPMorgan Chase & Co. by 2.2% during the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after acquiring an additional 29,844 shares during the last quarter. Aviva PLC grew its holdings in JPMorgan Chase & Co. by 6.0% during the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the period. Kelman Lazarov Inc. increased its holdings in JPMorgan Chase & Co. by 16.9% in the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares during the last quarter. Gladwyn Financial Advisors Inc. bought a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $534,000. Finally, Mattson Financial Services LLC lifted its position in shares of JPMorgan Chase & Co. by 1.5% during the second quarter. Mattson Financial Services LLC now owns 17,442 shares of the financial services provider’s stock worth $5,057,000 after acquiring an additional 252 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is actively evaluating cryptocurrency trading services for institutional clients — including spot and derivatives — a potential new fee revenue stream that aligns the bank with peers moving into digital assets and could boost trading and custody volumes. Read More.
• Positive Sentiment: Multiple outlets report the crypto push (markets desk planning, internal evaluations), reinforcing that this is a coordinated strategic move rather than isolated rumor — increases credibility that JPM can capture institutional digital-asset flow. Read More.
• Positive Sentiment: JPMorgan reclaimed the top spot in India equity deal underwriting for 2025, signaling strong investment-banking pipeline and regional wins that support fee growth in Asia. That helps diversify revenue outside U.S. markets. Read More.
• Positive Sentiment: Analyst commentary highlights AI-driven productivity gains at JPMorgan, with sell-side EPS upgrades and management framing elevated 2026 spend as strategic investment — investors may view this as supporting durable earnings growth and premium multiple. Read More.
• Neutral Sentiment: JPMorgan Asset Management announced estimated ETF cash and reinvested capital gain distributions for Canadian-listed JPM ETFs — routine for asset-manager product flows, limited direct impact on JPM’s core P&L. Read More.
• Neutral Sentiment: Small institutional buying reported (Breakthru Advisory purchased ~2,638 shares) — minor portfolio flow signal but not material to market cap. Read More.
• Negative Sentiment: Legal/settlement noise: reporting on Charlie Javice’s post-conviction billing dispute with JPMorgan (a roughly $74M legal-fee/settlement-related episode) creates headline risk and minor reputational distraction; dollar amount is small relative to JPM’s balance sheet but could attract short-term negative attention. Read More.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were 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 in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on JPM. Barclays boosted their price target on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 15th. UBS Group increased their price target on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research report on Tuesday, October 7th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a research note on Tuesday, September 30th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $329.19.

JPMorgan Chase & Co. Stock Up 0.9%

JPM opened at $325.94 on Wednesday. The company has a market capitalization of $887.29 billion, a PE ratio of 16.14, a PEG ratio of 1.67 and a beta of 1.08. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. The firm’s 50 day simple moving average is $308.60 and its two-hundred day simple moving average is $299.52. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $327.78.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $47.12 billion for the quarter, compared to the consensus estimate of $44.42 billion. During the same period last year, the firm earned $4.37 EPS. The company’s revenue was up 8.8% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed 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. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

JPMorgan Chase & Co. Company 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.