Apollon Wealth Management LLC Boosts Stake in JPMorgan Chase & Co. $JPM

Apollon Wealth Management LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 196,292 shares of the financial services provider’s stock after acquiring an additional 13,552 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.1% of Apollon Wealth Management LLC’s investment portfolio, making the stock its 13th biggest position. Apollon Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $61,916,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of JPM. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $26,000. Family Legacy Financial Solutions LLC grew its holdings in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. increased its stake in shares of JPMorgan Chase & Co. by 450.0% in the 2nd 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 during the last quarter. Ryan Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth $37,000. Finally, Christopher J. Hasenberg Inc raised its holdings in shares of 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 acquiring an additional 106 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $322.22 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $330.86. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The company has a 50 day moving average price of $312.35 and a 200 day moving average price of $301.90. The stock has a market capitalization of $877.17 billion, a P/E ratio of 15.96, a PEG ratio of 1.66 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results 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 return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. During the same period in the prior year, the firm earned $4.37 earnings per share. The firm’s revenue was up 8.8% compared to the same quarter last year. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. 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 is presently 29.72%.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of analyst reports. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Evercore ISI increased their price target on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. Royal Bank Of Canada cut 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 report on Friday, December 12th. Citigroup lifted their price target on shares of JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a research report on Wednesday, September 24th. Finally, Wolfe Research increased their price objective on JPMorgan Chase & Co. from $342.00 to $346.00 and gave the stock an “outperform” rating in a research report on Thursday, October 16th. 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.com, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus target price of $329.19.

Key Stores Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Market strategists see financials as a likely beneficiary of sector rotation into 2026 and lower rates — JPMorgan is repeatedly cited as a “best‑of‑breed” bank that would benefit from a healthier yield curve and improved lending/credit conditions. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
• Positive Sentiment: Quality‑stock pick lists specifically name JPM as a top large‑cap financial to own in 2026 given its balance sheet strength and analyst forecasts for mid‑single‑digit EPS growth — a constructive reminder that macro upside (rate cuts) could re‑rate the shares.
• Neutral Sentiment: Analyst coverage and institutional flows remain supportive: recent shop‑level price targets cluster above the current price (median ~ $340) and large managers have both added and trimmed positions, leaving mixed but meaningful interest from Wall Street and funds. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Neutral Sentiment: J.P. Morgan Asset Management announced final distributions for several Canadian‑listed JPMorgan ETFs — housekeeping items for fund holders that don’t materially affect JPM’s bank earnings but can influence investor flows into affiliated funds. JPMorgan Announces Final Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Company guidance and social chatter about a nearly 10% rise in 2026 expenses is a near‑term headwind — investors worry higher operating costs will compress margins even if revenue growth holds, and recent insider sales (noted in reports) add to caution. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
• Negative Sentiment: Legal dispute: JPM is contesting roughly $74M in legal fees tied to the Charlie Javice fraud case and has called the fees “unconscionable” — ongoing litigation and related public headlines are a modest reputational and cash‑cost overhang. JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

Insider Buying and Selling

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

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.