2,398 Shares in JPMorgan Chase & Co. $JPM Bought by Sonoma Allocations LLC

Sonoma Allocations LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 2,398 shares of the financial services provider’s stock, valued at approximately $716,000.

Several other hedge funds and other institutional investors have also made changes to their positions in JPM. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 2.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 24,659 shares of the financial services provider’s stock worth $7,778,000 after acquiring an additional 645 shares during the last quarter. Tanager Wealth Management LLP raised its position in JPMorgan Chase & Co. by 5.2% in the 3rd quarter. Tanager Wealth Management LLP now owns 3,632 shares of the financial services provider’s stock worth $1,146,000 after purchasing an additional 181 shares during the period. World Equity Group Inc. lifted its stake in JPMorgan Chase & Co. by 26.9% in the third quarter. World Equity Group Inc. now owns 8,472 shares of the financial services provider’s stock worth $2,673,000 after purchasing an additional 1,795 shares during the last quarter. Parnassus Investments LLC boosted its position in shares of JPMorgan Chase & Co. by 0.9% during the third quarter. Parnassus Investments LLC now owns 523,658 shares of the financial services provider’s stock valued at $165,177,000 after buying an additional 4,512 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in shares of JPMorgan Chase & Co. by 3.1% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 741,669 shares of the financial services provider’s stock valued at $233,945,000 after buying an additional 22,506 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction 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 of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by 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. Trading Up 1.1%

NYSE JPM opened at $312.55 on Monday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The company has a market capitalization of $850.84 billion, a price-to-earnings ratio of 15.62, a price-to-earnings-growth ratio of 1.53 and a beta of 1.07. The company’s 50-day simple moving average is $315.40 and its two-hundred day simple moving average is $305.39.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly 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. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.81 EPS. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. HSBC reissued a “hold” rating and set a $245.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. The Goldman Sachs Group lifted their target price on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Finally, Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Fifteen equities 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. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus price target of $336.32.

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.