Calamos Advisors LLC Sells 2,485 Shares of JPMorgan Chase & Co. $JPM

Calamos Advisors LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 744,568 shares of the financial services provider’s stock after selling 2,485 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 0.9% of Calamos Advisors LLC’s investment portfolio, making the stock its 14th biggest position. Calamos Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $234,859,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of JPM. Peterson Wealth Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares in the last quarter. TradeWell Securities LLC. increased its stake in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after acquiring an additional 34 shares during the period. Sharkey Howes & Javer raised its holdings in JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after acquiring an additional 34 shares in the last quarter. JFS Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% during the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after acquiring an additional 35 shares during the period. Finally, Cottonwood Capital Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.9% during the 2nd quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock worth $1,112,000 after purchasing an additional 35 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms recently weighed in on JPM. Wolfe Research upped their price objective on shares of JPMorgan Chase & Co. from $342.00 to $346.00 and gave the stock an “outperform” rating in a research report on Thursday, October 16th. Daiwa Capital Markets boosted their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday. Keefe, Bruyette & Woods upped their price target on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Piper Sandler lifted 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. Finally, Barclays boosted their price objective on shares of JPMorgan Chase & Co. from $342.00 to $391.00 and gave the company an “overweight” rating in a research report on Monday. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $334.57.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Multiple analysts raised price targets and kept bullish ratings (Goldman Sachs raised PT to $386, Daiwa and Wells Fargo also lifted targets), supporting upside expectations for the stock. Goldman Sachs raises PT
• Positive Sentiment: JPM launched a new “Special Advisory Services” unit to monetize proprietary expertise (AI, cybersecurity, M&A advisory), which can expand fee income and deepen client relationships. JPMorgan forms special advisory group
• Positive Sentiment: Commercial lending activity: JPM provided a $100M facility to Equify Financial, demonstrating growth in middle‑market lending and fee/interest opportunities. Equify facility with JPM
• Positive Sentiment: Large unusual options flow: traders bought ~264,572 call options on JPM, a >300% jump versus average—short‑term bullish positioning that can amplify intraday upside. (data report)
• Positive Sentiment: Momentum: coverage noting JPM stock reached record highs and the firm sits in the >$900B market‑cap club, helping sentiment and index/ETF flows. JPM hits all-time high
• Neutral Sentiment: Wall Street expects earnings growth next week; that raises the chance of a beat but also sets expectations that could increase volatility around the print. Earnings preview
• Positive Sentiment: Corporate citizenship and disaster response: JPM committed philanthropic support (~$9M) for LA wildfire recovery and is working with clients on relief — helps reputation and customer retention in a key market. JPM philanthropic wildfire support
• Negative Sentiment: Regulatory/credit exposure: JPM and peers extended mortgage forbearance for LA wildfire victims under state emergency rules — supportive for customers but potentially raises credit and loss timing risk. Mortgage relief extension

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $334.70 on Wednesday. The firm’s fifty day moving average price is $314.04 and its two-hundred day moving average price is $303.56. The stock has a market cap of $911.15 billion, a PE ratio of 16.58, a PEG ratio of 1.65 and a beta of 1.07. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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 company had revenue of $47.12 billion for 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 revenue for the quarter was up 8.8% on a year-over-year basis. During the same quarter last year, the business posted $4.37 EPS. On average, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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 paid a $1.50 dividend. 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 dividend payout ratio is currently 29.72%.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the transaction, the insider 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.47% of the stock is currently 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.