JPMorgan Chase & Co. (NYSE:JPM) Trading 2.6% Higher After Analyst Upgrade

Shares of JPMorgan Chase & Co. (NYSE:JPM) rose 2.6% during trading on Monday after Wells Fargo & Company raised their price target on the stock from $350.00 to $360.00. Wells Fargo & Company currently has an overweight rating on the stock. JPMorgan Chase & Co. traded as high as $337.25 and last traded at $334.0880. Approximately 10,714,400 shares changed hands during mid-day trading, an increase of 14% from the average daily volume of 9,383,656 shares. The stock had previously closed at $325.48.

Several other research firms also recently weighed in on JPM. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Evercore ISI raised their target price on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 30th. Finally, Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the company an “underperform” rating in a report on Thursday, December 18th. Fifteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $332.00.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction on 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 owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.47% of the company’s stock.

Key Stores Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Unusually large bullish options flow — traders bought ~264,572 call options on JPM (≈+305% vs. average), a direct market signal of short‑term bullish sentiment that can amplify intraday buying and implied volatility demand.
• Positive Sentiment: Analyst lift — Wells Fargo raised its price target on JPM to $360 and kept an Overweight rating, giving visible sell‑side support and signaling more upside for the stock. Wells Fargo raises PT
• Positive Sentiment: New advisory offering — JPMorgan launched “Special Advisory Services” to sell deeper firm expertise (AI, cybersecurity, etc.) to clients, a strategic product that can expand fee pools beyond standard M&A/financing. JPM launches advisory service
• Positive Sentiment: Loan/wholesale activity — JPM provided a $100M capital facility to Equify Financial to expand commercial lending, showing ongoing loan origination and syndication flow that supports net interest income and fee revenue. Equify $100M facility
• Positive Sentiment: Macro/energy tailwinds — JPMorgan analysts’ note estimating U.S. control of Venezuelan energy could materially expand global oil supply helped lift energy stocks and broader risk appetite, benefiting banks through higher trading/commodities activity and deal flow. JPM analysts on Venezuelan oil
• Positive Sentiment: Risk‑on market environment — headlines about Venezuela and deregulation helped push major indices to gains (Dow record close), a favorable backdrop for banks’ trading, investment banking and asset‑management revenues. Markets risk-on
• Neutral Sentiment: Valuation spotlight — coverage noting JPM’s market cap moving above $900B and relative valuation cheapness raises investor attention but is informational rather than immediately catalytic. MarketWatch on $900B club
• Neutral Sentiment: J.P. Morgan Healthcare Conference activity — many healthcare companies are presenting at JPM’s conference (raises franchise credibility and trading/investor relations flow, but impact on JPM’s stock is limited short term). Example: Teva presentation listing. Teva at JPM Healthcare Conference
• Negative Sentiment: Executive pay optics — media stories about Jamie Dimon’s large 2025 compensation package have generated negative PR/governance headlines that could attract criticism from some investors and politicians, a reputational risk (but not an immediate financial headwind). NYPost on Dimon windfall

Institutional Investors Weigh In On JPMorgan Chase & Co.

Several institutional investors and hedge funds have recently made changes to their positions in JPM. Commons Capital LLC boosted its holdings in JPMorgan Chase & Co. by 7.1% in the fourth quarter. Commons Capital LLC now owns 7,964 shares of the financial services provider’s stock worth $2,566,000 after purchasing an additional 526 shares during the period. Park Avenue Securities LLC lifted its position in shares of JPMorgan Chase & Co. by 1.8% in the 4th quarter. Park Avenue Securities LLC now owns 158,702 shares of the financial services provider’s stock worth $51,137,000 after buying an additional 2,811 shares during the last quarter. Coastline Trust Co lifted its position in shares of JPMorgan Chase & Co. by 30.2% in the 4th quarter. Coastline Trust Co now owns 27,813 shares of the financial services provider’s stock worth $8,962,000 after buying an additional 6,447 shares during the last quarter. Holos Integrated Wealth LLC acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $942,000. Finally, Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $52,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Up 2.6%

The firm has a market cap of $909.47 billion, a P/E ratio of 16.55, a P/E/G ratio of 1.60 and a beta of 1.07. The business’s 50-day moving average is $313.45 and its two-hundred day moving average is $303.14. 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 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, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued 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 dividend yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is 29.72%.

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.