CX Institutional Raises Stock Holdings in JPMorgan Chase & Co. $JPM

CX Institutional increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 65.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 42,824 shares of the financial services provider’s stock after acquiring an additional 16,994 shares during the period. CX Institutional’s holdings in JPMorgan Chase & Co. were worth $13,508,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of JPM. Kingstone Capital Partners Texas LLC boosted its stake in shares of JPMorgan Chase & Co. by 609,867.5% during the second 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 period. Norges Bank bought a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC boosted its position in JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares during the period. Viking Global Investors LP grew its stake in JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after acquiring an additional 1,870,386 shares in the last quarter. Finally, Montrusco Bolton Investments Inc. purchased a new position in shares of JPMorgan Chase & Co. during the second quarter worth approximately $485,802,000. Institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on JPM. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Truist Financial set a $334.00 price objective on JPMorgan Chase & Co. in a report on Wednesday. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday. Fifteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $336.32.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $309.32 on Friday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The business’s fifty day simple moving average is $315.43 and its 200-day simple moving average is $305.04. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The company has a market cap of $842.05 billion, a PE ratio of 15.46, a PEG ratio of 1.50 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s revenue was up 7.1% compared to the same quarter last year. During the same period last year, the business posted $4.81 earnings per share. 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 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 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

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 shares were 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 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 document filed with the Securities & Exchange Commission, which is available at this link. 0.47% of the stock is owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an “overweight” rating, signalling meaningful upside vs. the current level and supporting buy‑side interest. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed its “buy” rating, adding analyst conviction to the upside narrative after Q4 results. Barclays reaffirms buy
• Positive Sentiment: Fund flows: Mn Services Vermogensbeheer disclosed an increase of ~83,400 JPM shares in its 13F update, a notable institutional add that can provide support. Mn Services increases JPM position
• Positive Sentiment: JPMorgan is creating a new quant trading and research unit to boost electronified, data‑driven trading — a strategic move that could raise trading revenue and margins over time. JPMorgan forms new quant unit
• Neutral Sentiment: DZ Bank reiterated a “neutral” rating — a reminder that not all analysts are bullish and that upside may be uneven. DZ Bank reiterates neutral
• Neutral Sentiment: CEO Jamie Dimon said he plans to remain in the role for “at least” five more years — a stability signal for investors but largely symbolic. Dimon plans to stay 5+ years
• Negative Sentiment: Market reaction to Q4: despite an EPS beat, the stock suffered post‑earnings volatility as investors focused on a one‑time hit from JPM’s Apple Card purchase and weaker bond sales — reminding traders that beats can still trigger profit‑taking. Post-earnings volatility despite EPS beat
• Negative Sentiment: Political/regulatory overhang: proposals to cap credit‑card APRs have ramped up headline risk for card issuers; JPM management has warned such plans would materially reshape lending economics, which keeps a valuation overhang on bank names. Credit-card rate cap risk
• Negative Sentiment: Sector weakness: bank stocks broadly were sold after early earnings season, as investors reassessed valuations and downside from policy/regulatory risks — a headwind that can pressure JPM shares even if fundamentals remain solid. Sector pullback after bank earnings

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.