apricus wealth LLC Has $1.05 Million Stake in JPMorgan Chase & Co. $JPM

apricus wealth LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPMFree Report) by 76.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,313 shares of the financial services provider’s stock after selling 10,784 shares during the period. apricus wealth LLC’s holdings in JPMorgan Chase & Co. were worth $1,045,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. Jones Financial Companies Lllp grew its position in shares of JPMorgan Chase & Co. by 28.0% in the 1st quarter. Jones Financial Companies Lllp now owns 769,996 shares of the financial services provider’s stock valued at $187,275,000 after purchasing an additional 168,224 shares during the period. Cullen Investment Group LTD. increased its stake in JPMorgan Chase & Co. by 1.7% during the 2nd quarter. Cullen Investment Group LTD. now owns 103,470 shares of the financial services provider’s stock worth $29,997,000 after purchasing an additional 1,776 shares in the last quarter. Finally, Private Client Services LLC increased its stake in JPMorgan Chase & Co. by 20.6% during the 2nd quarter. Private Client Services LLC now owns 8,310 shares of the financial services provider’s stock worth $2,409,000 after purchasing an additional 1,419 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

JPMorgan Chase & Co. Trading Down 0.1%

JPMorgan Chase & Co. stock opened at $329.34 on Friday. The stock has a 50-day simple moving average of $315.25 and a 200 day simple moving average of $304.42. The stock has a market capitalization of $896.55 billion, a P/E ratio of 16.31, a PEG ratio of 1.61 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 52 week low of $202.16 and a 52 week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPMGet Free Report) last released its quarterly earnings data 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 company had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s revenue was up 8.8% on a year-over-year basis. During the same period last year, the firm posted $4.37 earnings per share. Analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Royal Bank Of Canada cut their price target on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday. KGI Securities upped their target price on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, HSBC reaffirmed a “hold” rating and set a $245.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday. Fourteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $333.90.

Check Out Our Latest Research Report on JPMorgan Chase & Co.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.47% of the stock is owned by insiders.

About JPMorgan Chase & Co.

(Free Report)

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.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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