Perigon Wealth Management LLC Boosts Position in JPMorgan Chase & Co. $JPM

Posted by Defense World Staff on Jan 3rd, 2026

Perigon Wealth Management LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 6.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 131,018 shares of the financial services provider’s stock after buying an additional 7,427 shares during the period. JPMorgan Chase & Co. comprises 0.8% of Perigon Wealth Management LLC’s holdings, making the stock its 19th biggest holding. Perigon Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $41,327,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in JPM. Client 1ST Advisory Group LLC boosted its holdings in shares of JPMorgan Chase & Co. by 8.7% in the third quarter. Client 1ST Advisory Group LLC now owns 2,797 shares of the financial services provider’s stock valued at $882,000 after purchasing an additional 224 shares during the period. Sandbox Financial Partners LLC increased its holdings in JPMorgan Chase & Co. by 1.0% during the 3rd quarter. Sandbox Financial Partners LLC now owns 6,053 shares of the financial services provider’s stock worth $1,909,000 after purchasing an additional 59 shares during the period. Great Oak Capital Partners LLC raised its position in JPMorgan Chase & Co. by 2.7% during the 3rd quarter. Great Oak Capital Partners LLC now owns 4,662 shares of the financial services provider’s stock valued at $1,449,000 after purchasing an additional 123 shares in the last quarter. Lakeridge Wealth Management LLC raised its position in JPMorgan Chase & Co. by 0.6% during the 3rd quarter. Lakeridge Wealth Management LLC now owns 11,721 shares of the financial services provider’s stock valued at $3,697,000 after purchasing an additional 72 shares in the last quarter. Finally, Sovereign Financial Group Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 4.5% in the 3rd quarter. Sovereign Financial Group Inc. now owns 7,117 shares of the financial services provider’s stock worth $2,245,000 after buying an additional 305 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.9%

JPMorgan Chase & Co. stock opened at $325.22 on Friday. 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 stock has a market cap of $885.32 billion, a PE ratio of 16.11, a price-to-earnings-growth ratio of 1.59 and a beta of 1.07. The stock has a 50-day moving average of $312.85 and a two-hundred day moving average of $302.28. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $330.86.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released 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 company had revenue of $47.12 billion for the quarter, compared to the consensus estimate of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. JPMorgan Chase & Co.’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.37 EPS. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Key JPMorgan Chase & Co. News

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

Positive Sentiment: Analysts and market pieces are highlighting JPMorgan as a top large‑cap financial pick for 2026 — the firm is viewed as “best of breed” and should benefit if rates fall (healthier yield curve, better lending outlook). Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026
Positive Sentiment: Wall Street momentum: multiple brokerages have issued buy/overweight ratings and raised price targets (median ~ $340), supporting bullish investor expectations for JPM earnings and total return. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
Neutral Sentiment: Intraday/near‑term price action noted by market sites shows modest gains — helpful context but not a driver by itself. JPMorgan Chase & Co. (JPM) Exceeds Market Returns
Neutral Sentiment: Macro/sector themes: MarketBeat’s sector pieces emphasize rotation into financials if rates ease — a tailwind for JPM but dependent on Fed action and loan demand. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
Negative Sentiment: Cost risk: social‑media and research chatter highlights a company warning that operating expenses could rise ~10% in 2026 — investors fear margin pressure if revenue growth lags. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
Negative Sentiment: Litigation over the Javice student‑lead generation case remains active — JPM is contesting large legal fees and alleging third parties billed millions, which keeps headline risk and potential legal costs on investors’ radar. JPMorgan says Javice firms billed millions just for ‘attendance’ JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

Insider Activity

In other 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 value 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.47% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

JPM has been the subject of a number of research reports. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. KGI Securities boosted their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Finally, Piper Sandler upped their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Fifteen 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’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $329.19.

View Our Latest Research Report on JPMorgan Chase & Co.

About JPMorgan Chase & Co.

(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.