Connective Portfolio Management LLC Invests $2.36 Million in JPMorgan Chase & Co. $JPM

Connective Portfolio Management LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 7,480 shares of the financial services provider’s stock, valued at approximately $2,361,000. JPMorgan Chase & Co. makes up about 4.2% of Connective Portfolio Management LLC’s holdings, making the stock its 6th biggest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. New Hampshire Trust boosted its holdings in JPMorgan Chase & Co. by 0.4% in the 3rd quarter. New Hampshire Trust now owns 33,706 shares of the financial services provider’s stock worth $10,632,000 after acquiring an additional 140 shares during the period. Richwood Investment Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 4.4% during the third quarter. Richwood Investment Advisors LLC now owns 2,386 shares of the financial services provider’s stock valued at $753,000 after purchasing an additional 100 shares during the period. Meyer Handelman Co. lifted its position in shares of JPMorgan Chase & Co. by 0.4% during the third quarter. Meyer Handelman Co. now owns 302,297 shares of the financial services provider’s stock worth $95,354,000 after purchasing an additional 1,238 shares in the last quarter. Halbert Hargrove Global Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 88.1% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 551 shares of the financial services provider’s stock valued at $174,000 after purchasing an additional 258 shares during the period. Finally, Brian Low Financial Group LLC grew its holdings in JPMorgan Chase & Co. by 11.1% during the 3rd quarter. Brian Low Financial Group LLC now owns 10,259 shares of the financial services provider’s stock valued at $3,236,000 after purchasing an additional 1,024 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have commented on JPM. Royal Bank Of Canada cut 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 report on Friday, December 12th. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Barclays increased their price target on JPMorgan Chase & Co. from $330.00 to $342.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Finally, Daiwa Capital Markets upped their target price on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research report on Wednesday, October 8th. Fifteen 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. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $329.19.

Check Out Our Latest Analysis on JPMorgan Chase & Co.

Insiders Place Their Bets

In other JPMorgan Chase & Co. 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 transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $322.22 on Friday. The business’s fifty day moving average price is $312.35 and its 200 day moving average price is $301.90. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $330.86. The stock has a market capitalization of $877.17 billion, a PE ratio of 15.96, a price-to-earnings-growth ratio of 1.66 and a beta of 1.07. 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:JPMGet Free Report) last released its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating the consensus estimate of $4.83 by $0.24. The firm had revenue of $47.12 billion during the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.37 earnings per share. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed 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 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 29.72%.

More JPMorgan Chase & Co. News

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

JPMorgan Chase & Co. Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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