Family Capital Trust Co Has $15.12 Million Holdings in JPMorgan Chase & Co. $JPM

Family Capital Trust Co lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 47,945 shares of the financial services provider’s stock after selling 1,949 shares during the period. JPMorgan Chase & Co. comprises 5.1% of Family Capital Trust Co’s portfolio, making the stock its 2nd largest holding. Family Capital Trust Co’s holdings in JPMorgan Chase & Co. were worth $15,123,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in JPM. Joseph Group Capital Management lifted its position in JPMorgan Chase & Co. by 5.4% in the 3rd quarter. Joseph Group Capital Management now owns 20,781 shares of the financial services provider’s stock valued at $6,555,000 after acquiring an additional 1,063 shares in the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Nisa Investment Advisors LLC now owns 957,174 shares of the financial services provider’s stock worth $301,921,000 after purchasing an additional 21,650 shares in the last quarter. Evolution Wealth Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 39.2% in the third quarter. Evolution Wealth Management Inc. now owns 369 shares of the financial services provider’s stock worth $116,000 after purchasing an additional 104 shares during the last quarter. Next Level Private LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.3% during the third quarter. Next Level Private LLC now owns 58,365 shares of the financial services provider’s stock valued at $18,045,000 after purchasing an additional 764 shares in the last quarter. Finally, Oak Family Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 9.3% during the third quarter. Oak Family Advisors LLC now owns 29,724 shares of the financial services provider’s stock valued at $9,376,000 after buying an additional 2,533 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of a number of recent analyst reports. Daiwa Capital Markets boosted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Truist Financial set a $334.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday. UBS Group boosted their target price on shares of JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Finally, The Goldman Sachs Group increased their price target on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $336.32.

JPMorgan Chase & Co. Trading Up 1.1%

Shares of JPMorgan Chase & Co. stock opened at $312.55 on Friday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company’s fifty day simple moving average is $315.40 and its 200-day simple moving average is $305.30. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The stock has a market capitalization of $850.84 billion, a PE ratio of 15.62, a P/E/G ratio of 1.53 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS 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 during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the business posted $4.81 EPS. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Key JPMorgan Chase & Co. News

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

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 15,834 shares of company stock valued at $4,951,910 in the last 90 days. Corporate insiders own 0.47% of the company’s stock.

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.