Benjamin Edwards Inc. Purchases 10,798 Shares of JPMorgan Chase & Co. $JPM

Benjamin Edwards Inc. raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 140,267 shares of the financial services provider’s stock after buying an additional 10,798 shares during the period. Benjamin Edwards Inc.’s holdings in JPMorgan Chase & Co. were worth $44,258,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Creative Planning increased its stake in shares of 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 buying an additional 29,844 shares during the period. Aviva PLC boosted its holdings in JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after acquiring an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management boosted its holdings in JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after acquiring an additional 3,191 shares during the last quarter. Kelman Lazarov Inc. increased its position in 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 worth $364,000 after purchasing an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. acquired a new stake in JPMorgan Chase & Co. in the second quarter worth about $534,000. Institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of research reports. KGI Securities upped their target price on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday. Hsbc Global Res upgraded shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Price Performance

JPM opened at $312.55 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a fifty day simple moving average of $315.40 and a 200 day simple moving average of $305.19. The stock has a market cap of $850.84 billion, a P/E ratio of 15.62, a P/E/G ratio of 1.52 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the previous year, the company posted $4.81 earnings per share. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. On average, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last 90 days. 0.47% of the stock is owned by company insiders.

Key Stories Impacting 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, signaling analyst conviction in JPM’s earnings trajectory and supporting the stock’s lift. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed a buy rating on JPM, reinforcing buy‑side support after JPM’s recent results and management commentary. Barclays maintains buy
• Positive Sentiment: JPMorgan formed a new Private Capital Advisory & Solutions team to help clients raise private capital — a strategic move to capture fees in the growing private markets and diversify fee income. Reuters: JPMorgan forms new advisory group
• Positive Sentiment: JPMorgan announced a new quantitative trading unit to boost electronic trading and data‑driven execution — a revenue/efficiency play as electronic markets intensify. Benzinga: JPMorgan forms new quant unit
• Positive Sentiment: Institutional buying: Mn Services disclosed an increase in its JPM position, a sign of institutional confidence and incremental demand for shares. QuiverQuant: Fund adds JPM shares
• Positive Sentiment: Goldman announced the sale/transition of its Apple Card business to JPMorgan — a strategic consumer‑banking acquisition that expands JPM’s card/consumer franchise (integration execution will matter). MarketBeat: Goldman Q4 / Apple Card transition
• Neutral Sentiment: JPMorgan research flagged potential industry shifts — e.g., Schwab weighing distribution fees for ETF issuers (a ~$500M addressable figure) — highlighting JPM’s influential research but not directly altering JPM’s near‑term earnings. Benzinga: Active ETFs face cost pressure
• Neutral Sentiment: JPMorgan has publicly cautioned about yield‑bearing stablecoins and crypto that mimic bank functions — a stance that signals regulatory engagement and caution as banks and crypto converge; this is industry‑level context rather than a direct earnings swing. Cointelegraph: Banks vs crypto tension
• Negative Sentiment: Sector valuation and policy overhangs are pressuring bank stocks after earnings—reports cite a pullback in large banks on valuation and concerns such as a proposed credit‑card rate cap, which would weigh on card income if enacted. That risk is a near‑term headwind for JPM and peers. MarketBeat: Bank stocks fall after earnings
• Negative Sentiment: Some commentators argue JPM’s current share price leaves limited margin for error, noting the stock may be “steep” for new entries after recent gains — an outlook that could cap further near‑term upside absent clear beats. Seeking Alpha: JPM price too steep

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.