JPMorgan Chase & Co. $JPM Shares Bought by Cadent Capital Advisors LLC

Cadent Capital Advisors LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 128.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,249 shares of the financial services provider’s stock after purchasing an additional 2,393 shares during the period. Cadent Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,340,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in JPM. Harbor Asset Planning Inc. purchased a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. lifted its stake in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares in the last quarter. Family Legacy Financial Solutions LLC boosted its holdings in 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 during the last quarter. Ryan Investment Management Inc. acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at approximately $37,000. Finally, Christopher J. Hasenberg Inc grew its stake 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 valued at $45,000 after purchasing an additional 106 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Wells Fargo & Company increased their target price on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Royal Bank Of Canada reduced their price objective on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. KGI Securities boosted their target price on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research report on Wednesday, October 15th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Fifteen 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 stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $329.19.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan-backed ETFs are getting bullish press, with commentators recommending JPMorgan’s mid-cap ETF as a diversification alternative to the tech-heavy S&P 500 — a tailwind for JPM’s asset-management revenue if flows follow. The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead
• Positive Sentiment: JPMorgan’s BetaBuilders Europe ETF (BBEU) is highlighted for outperforming U.S. benchmarks this year, another positive for asset-management fee prospects if retail/institutional flows increase. Investors Say Europe Is Cooked, But JP Morgan’s Euro ETF Is Destroying The S&P and Hot AI Stocks
• Positive Sentiment: Fortune ran a feature based on a JPMorgan report about habits of the world’s wealthiest families — useful PR that underscores JPM’s role in wealth management and could support client engagement and flows. The world’s wealthiest families attribute these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: Waystar will present at the J.P. Morgan Healthcare Conference — relevant to the conference ecosystem but not directly material to JPM’s P&L. Waystar to Present at J.P. Morgan Healthcare Conference
• Neutral Sentiment: JPMorgan analysts raised a price target on Cogent Biosciences as part of a sector model update — a sign of JPM’s active equity research, but not a direct company financial impact. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan notified IPH Ltd that it ceased to be a substantial holder — a routine portfolio/positioning update with limited market impact. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Negative Sentiment: JPMorgan’s economists warn of an “uncomfortably slow” U.S. job market in early 2026 due to trade, tariffs and immigration policy — a weaker jobs outlook could pressure loan growth, consumer credit and trading revenues. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Negative Sentiment: Reports say JPMorgan froze accounts tied to several stablecoin startups (including LatAm firms), drawing scrutiny from crypto firms and potentially complicating fintech relationships and future crypto banking opportunities. That reputational/regulatory friction likely weighs on investor sentiment. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access Latam Insights: JPMorgan Freezes Latam Stablecoin Startups’ Accounts

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s 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 sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM opened at $323.68 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 company’s 50-day moving average price is $310.70 and its 200 day moving average price is $301.20. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $330.86. The firm has a market cap of $881.13 billion, a price-to-earnings ratio of 16.03, a price-to-earnings-growth ratio of 1.69 and a beta of 1.08.

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

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) 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.