Calamos Wealth Management LLC Purchases 2,595 Shares of JPMorgan Chase & Co. $JPM

Calamos Wealth Management LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 78,071 shares of the financial services provider’s stock after buying an additional 2,595 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.9% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding. Calamos Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $24,626,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $26,000. Mizuho Securities Co. Ltd. boosted 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 valued at $32,000 after purchasing an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC grew its position in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the period. Ryan Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. during the second quarter worth approximately $37,000. Finally, Christopher J. Hasenberg Inc raised its stake in shares of JPMorgan Chase & Co. by 212.0% during the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after buying an additional 106 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.2%

NYSE:JPM opened at $334.70 on Wednesday. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. The business’s 50-day simple moving average is $314.04 and its 200-day simple moving average is $303.56. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The stock has a market capitalization of $911.15 billion, a PE ratio of 16.58, a price-to-earnings-growth ratio of 1.65 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping the consensus estimate of $4.83 by $0.24. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The firm had revenue of $47.12 billion for the quarter, compared to the consensus estimate of $44.42 billion. During the same period last year, the company posted $4.37 EPS. The business’s quarterly revenue was up 8.8% on a year-over-year basis. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.72%.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on JPM. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Citigroup lifted their price objective on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research note on Wednesday, September 24th. Wolfe Research upped their price objective on JPMorgan Chase & Co. from $342.00 to $346.00 and gave the company an “outperform” rating in a report on Thursday, October 16th. Deutsche Bank Aktiengesellschaft raised their target price on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a report on Tuesday, September 30th. Finally, Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. 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. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and an average target price of $334.57.

Key Stories Impacting 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

Insider Buying and Selling

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction 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 sale, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. 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.