JPMorgan Chase & Co. $JPM Stock Position Lessened by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,292 shares of the financial services provider’s stock after selling 1,714 shares during the period. JPMorgan Chase & Co. comprises 1.7% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 7th biggest position. Cyndeo Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $30,373,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of JPM. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $26,000. Family Legacy Financial Solutions LLC grew 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. Mizuho Securities Co. Ltd. increased 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 worth $32,000 after buying an additional 90 shares during the period. Ryan Investment Management Inc. purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter worth approximately $37,000. Finally, Christopher J. Hasenberg Inc lifted its holdings in JPMorgan Chase & Co. by 212.0% during the 2nd 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 in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. News Roundup

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.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a report on Thursday, October 23rd. Daiwa Capital Markets boosted their target price on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 8th. Wells Fargo & Company increased their price target on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a research report on Monday, November 3rd. Finally, Truist Financial lifted their price objective on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the company a “hold” rating in a research note on Thursday, December 18th. Fifteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $329.19.

Insider Activity

In related news, insider Robin Leopold sold 966 shares of the stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.9%

Shares of NYSE JPM opened at $325.94 on Wednesday. The business has a 50-day moving average of $308.60 and a two-hundred day moving average of $299.52. The company has a market capitalization of $887.29 billion, a price-to-earnings ratio of 16.14, a price-to-earnings-growth ratio of 1.67 and a beta of 1.08. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $327.78. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last issued 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 business had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s quarterly revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the company earned $4.37 EPS. On average, analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders 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 dividend yield of 1.8%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

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.