JB Capital LLC Acquires 2,294 Shares of JPMorgan Chase & Co. $JPM

JB Capital LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 76,885 shares of the financial services provider’s stock after acquiring an additional 2,294 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.0% of JB Capital LLC’s investment portfolio, making the stock its 21st largest holding. JB Capital LLC’s holdings in JPMorgan Chase & Co. were worth $24,252,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Creative Planning lifted its position in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares in the last quarter. Aviva PLC increased its holdings in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after purchasing an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management raised its stake in shares of JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the period. Kelman Lazarov Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 16.9% in the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth about $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $334.70 on Wednesday. The stock has a market capitalization of $911.15 billion, a PE ratio of 16.58, a P/E/G ratio of 1.65 and a beta of 1.07. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm has a fifty day simple moving average of $314.04 and a 200 day simple moving average of $303.56. 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 announced its quarterly 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. 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 during the quarter, compared to analysts’ expectations of $44.42 billion. During the same quarter last year, the company posted $4.37 earnings per share. The company’s revenue for the quarter was up 8.8% compared to the same quarter last year. On average, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.72%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on JPM shares. Piper Sandler lifted their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Daiwa Capital Markets boosted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Keefe, Bruyette & Woods lifted their price target on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Fifteen research 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 data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $334.57.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Summary

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. 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.