JPMorgan Chase & Co. $JPM is Bourgeon Capital Management LLC’s 2nd Largest Position

Bourgeon Capital Management LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 89,194 shares of the financial services provider’s stock after selling 3,000 shares during the quarter. JPMorgan Chase & Co. comprises about 5.1% of Bourgeon Capital Management LLC’s portfolio, making the stock its 2nd largest position. Bourgeon Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $28,134,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Physicians Financial Services Inc. boosted its position in shares of JPMorgan Chase & Co. by 5.1% during the third quarter. Physicians Financial Services Inc. now owns 7,867 shares of the financial services provider’s stock valued at $2,481,000 after buying an additional 380 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its stake in shares of JPMorgan Chase & Co. by 12.1% during the 3rd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 6,178 shares of the financial services provider’s stock worth $1,949,000 after acquiring an additional 669 shares during the last quarter. Brookwood Investment Group LLC boosted its holdings in JPMorgan Chase & Co. by 2.1% during the 3rd quarter. Brookwood Investment Group LLC now owns 9,752 shares of the financial services provider’s stock valued at $3,076,000 after acquiring an additional 198 shares during the period. Vishria Bird Financial Group LLC grew its position in JPMorgan Chase & Co. by 8.5% in the 3rd quarter. Vishria Bird Financial Group LLC now owns 2,075 shares of the financial services provider’s stock valued at $655,000 after acquiring an additional 162 shares during the last quarter. Finally, SJS Investment Consulting Inc. increased its stake in JPMorgan Chase & Co. by 260.8% in the third quarter. SJS Investment Consulting Inc. now owns 7,183 shares of the financial services provider’s stock worth $2,266,000 after purchasing an additional 5,192 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on JPM. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 15th. Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. HSBC reaffirmed a “hold” rating and set a $245.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday. Finally, Wells Fargo & Company boosted their price target on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Fourteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $333.90.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Large institutional buying: SG Americas disclosed a big 13F build into JPM (~6.2M shares, ~$2.0B), signaling strong hedge‑fund/institutional demand that supports the stock. Fund Update: SG Americas Securities, LLC Just Disclosed New Holdings
• Positive Sentiment: Apple Card deal: Chase will become the new issuer of the Apple Card, adding ~ $20B of balances and expanding its consumer credit franchise — a longer‑term revenue and deposit win. Chase to become new issuer of Apple Card
• Positive Sentiment: Blockchain product expansion: Kinexys by J.P. Morgan will integrate JPM Coin issuance with Digital Asset’s Canton network — a strategic move that extends JPM’s digital‑asset product footprint and fee opportunities. Kinexys by J.P. Morgan to Integrate Deposit Token With Canton Blockchain
• Positive Sentiment: Geographic opportunity: Coverage notes that JPMorgan is well positioned to capture trade‑finance and lending opportunities as U.S. involvement in Venezuela’s oil sector increases — a potential source of new deals/revenues. Focus: Banks eye Venezuela investment, JPMorgan seen with advantage
• Neutral Sentiment: Analyst tone & upgrades: Several brokers have a constructive view (price‑target increases and upgrades to Hold/Buy), which supports medium‑term valuation thesis ahead of the Jan. 13 Q4 print. Watch post‑earnings guidance for impact. Analyst Says JPMorgan Trading At A Discount…
• Neutral Sentiment: Pre‑earnings uncertainty: Multiple previews and estimate revisions are circulating; trading can be choppy until JPM’s Q4 results and disclosures on credit metrics and expenses are released. JPM Q4 Earnings on Deck
• Negative Sentiment: Near‑term cost/reserve impact from Apple Card transition: reports indicate JPM plans a ~$2.2B provision tied to taking over the Apple Card business, which could weigh on Q4 earnings and near‑term EPS. JPM to Take Over Apple Card, Plans to Record a $2.2B Provision in Q4
• Negative Sentiment: Governance/operational moves: JPMorgan has cut ties with proxy advisers and is deploying an AI voting tool — a controversial governance change that could attract scrutiny and cause short‑term investor discomfort. JPMorgan abandons proxy advisers and turns to AI

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction dated Friday, November 7th. The stock was 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 in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.1%

Shares of NYSE:JPM opened at $329.34 on Friday. The business’s 50-day moving average is $315.25 and its 200 day moving average is $304.26. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The firm has a market capitalization of $896.55 billion, a P/E ratio of 16.31, a P/E/G ratio of 1.61 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. The business had revenue of $47.12 billion for the quarter, compared to analyst estimates 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 for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.37 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. 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 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.