Exchange Traded Concepts LLC Grows Stake in JPMorgan Chase & Co. $JPM

Exchange Traded Concepts LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 33.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 74,197 shares of the financial services provider’s stock after purchasing an additional 18,768 shares during the period. Exchange Traded Concepts LLC’s holdings in JPMorgan Chase & Co. were worth $23,404,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% during 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 grew its position in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares during the last quarter. Axiom Investors LLC DE grew its position in JPMorgan Chase & Co. by 84.8% during the 1st quarter. Axiom Investors LLC DE now owns 1,719,115 shares of the financial services provider’s stock worth $421,699,000 after purchasing an additional 788,831 shares during the last quarter. Okabena Investment Services Inc. increased its stake in JPMorgan Chase & Co. by 30.5% during the 1st quarter. Okabena Investment Services Inc. now owns 14,714 shares of the financial services provider’s stock valued at $3,609,000 after purchasing an additional 3,442 shares in the last quarter. Finally, Oarsman Capital Inc. raised its holdings in shares of JPMorgan Chase & Co. by 5.9% in the first quarter. Oarsman Capital Inc. now owns 8,934 shares of the financial services provider’s stock worth $2,192,000 after buying an additional 495 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on JPM shares. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 15th. TD Cowen lifted their price target on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Loop Capital set a $310.00 price objective on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Finally, The Goldman Sachs Group decreased their target price on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a report on Friday, December 5th. Fifteen investment 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 data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $329.19.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Market momentum and macro catalysts: JPM hit an all-time high on optimism around an easing rate cycle and stronger U.S. GDP that support loan growth and trading revenue; coverage also notes investor enthusiasm because JPM is considering new crypto services. Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High?
• Positive Sentiment: Potential new revenue stream — crypto trading for institutions: Reports say JPM is weighing institutional crypto trading services as regulatory clarity improves. If executed, this could add trading volumes, fees and wallet/custody revenue — a growth lever investors are rewarding. JPMorgan Mulls Entering Crypto Trading Business
• Positive Sentiment: International franchise strength: Coverage notes JPMorgan “takes top spot in India,” highlighting market-share gains in a fast-growing region that supports long‑term revenue diversification. JPMorgan takes top spot in India
• Neutral Sentiment: Product/income housekeeping — ETF dividends: Multiple JPMorgan-managed ETFs declared CAD dividends (routine distributions for fund investors). These are earnings/asset-management signals but not material to the bank’s core results. ETF Dividend Announcements
• Neutral Sentiment: Analyst/peer context: A head‑to‑head review comparing Nomura and JPM offers comparative context for investors but does not change JPM’s fundamentals. Nomura vs JPMorgan Review
• Neutral Sentiment: JPM research actions elsewhere: JPMorgan lowered its target on Perrigo as it refreshed estimates — notable for the research franchise but not for JPM’s own stock moves. Perrigo Target Reduced
• Neutral Sentiment: Peripheral crypto speculation: A separate piece speculating on XRP’s extreme upside references broader crypto interest and occasional mentions of institutional demand for crypto services — background noise rather than a JPM-specific catalyst. XRP Trillionaire Scenario
• Negative Sentiment: Reputational/legal watch: A Bloomberg Law report says Jeffrey Epstein once named Jes Staley and Lawrence Summers as executors of his will. Staley is a former JPM executive, so renewed attention could raise reputational questions even if it’s not directly linked to current JPM management or operations. Epstein Once Appointed Staley, Summers Executors of His Will

JPMorgan Chase & Co. Stock Up 1.0%

Shares of JPM stock opened at $329.16 on Friday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $329.99. The stock has a market cap of $896.06 billion, a P/E ratio of 16.30, a P/E/G ratio of 1.70 and a beta of 1.08. The stock has a 50 day moving average of $309.67 and a 200 day moving average of $299.94. 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 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. The business had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the company earned $4.37 EPS. 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 will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is presently 29.72%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.47% of the company’s stock.

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.