Capital Advisors Inc. OK Raises Position in JPMorgan Chase & Co. $JPM

Capital Advisors Inc. OK grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 560,784 shares of the financial services provider’s stock after acquiring an additional 24,965 shares during the period. JPMorgan Chase & Co. accounts for 2.9% of Capital Advisors Inc. OK’s portfolio, making the stock its 5th largest holding. Capital Advisors Inc. OK’s holdings in JPMorgan Chase & Co. were worth $176,888,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Kingstone Capital Partners Texas LLC raised its position in JPMorgan Chase & Co. by 609,867.5% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock valued at $21,133,630,000 after purchasing an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of JPMorgan Chase & Co. by 0.5% in the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after buying an additional 300,160 shares in the last quarter. Norges Bank bought a new position in shares of JPMorgan Chase & Co. in the second quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Finally, Invesco Ltd. lifted its position in JPMorgan Chase & Co. by 4.2% during the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after buying an additional 577,860 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In other 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 completion of 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.47% of the stock is currently owned by corporate insiders.

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

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. HSBC restated a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday. Royal Bank Of Canada lowered their price target on shares of JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Citigroup upped their price objective on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a report on Wednesday, September 24th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Finally, UBS Group lifted their target price on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $333.90.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $329.34 on Friday. The stock has a market cap of $896.55 billion, a P/E ratio of 16.31, a price-to-earnings-growth ratio of 1.61 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 stock’s 50-day moving average price is $315.25 and its two-hundred day moving average price is $304.42. 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 return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same period in the prior year, the business posted $4.37 EPS. JPMorgan Chase & Co.’s revenue was up 8.8% on a year-over-year basis. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

About JPMorgan Chase & Co.

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.