JPMorgan Chase & Co. $JPM Shares Acquired by Elite Wealth Management Inc.

Elite Wealth Management Inc. increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 427.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 4,075 shares of the financial services provider’s stock after purchasing an additional 3,302 shares during the period. JPMorgan Chase & Co. accounts for about 0.3% of Elite Wealth Management Inc.’s holdings, making the stock its 28th biggest holding. Elite Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $1,285,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. First Horizon Corp acquired a new position in JPMorgan Chase & Co. during the third quarter worth approximately $42,942,000. Pinnacle Bancorp Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 4.3% in the third quarter. Pinnacle Bancorp Inc. now owns 20,868 shares of the financial services provider’s stock valued at $6,582,000 after acquiring an additional 857 shares during the period. MGO One Seven LLC grew its position in shares of JPMorgan Chase & Co. by 64.0% during the third quarter. MGO One Seven LLC now owns 151,177 shares of the financial services provider’s stock worth $47,686,000 after acquiring an additional 58,973 shares during the last quarter. Citizens Financial Group Inc. RI increased its holdings in shares of JPMorgan Chase & Co. by 25.2% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 381,952 shares of the financial services provider’s stock valued at $120,479,000 after acquiring an additional 76,761 shares during the period. Finally, Meeder Advisory Services Inc. increased its holdings in shares of JPMorgan Chase & Co. by 4.2% in the 3rd quarter. Meeder Advisory Services Inc. now owns 76,390 shares of the financial services provider’s stock valued at $24,096,000 after acquiring an additional 3,073 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, 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 position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated 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 sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on JPM shares. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods upped their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday. Finally, HSBC reaffirmed a “hold” rating and set a $245.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $336.32.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Wall Street remains constructive: multiple firms have buy/overweight ratings and a median 6‑month price target near $350, signaling continued analyst conviction that JPM can outperform. Analyst Sentiment & Price Targets
• Positive Sentiment: Heavy bullish options flow: traders bought an unusually large volume of JPM calls (reported ~113k contracts), which often signals speculative bullish positioning or hedging ahead of catalysts. Options Flow Report
• Positive Sentiment: Target/upgrade activity: Baird raised its JPM price target following strong Q4 results and robust credit trends — a near-term supportive datapoint for investors. Baird Raise
• Positive Sentiment: Business expansion: JPMorgan announced a dedicated private capital advisory unit, widening fee-generating advisory capabilities in alternatives/private capital. This supports revenue diversification. Private Capital Unit
• Neutral Sentiment: Lobbying disclosure: JPM reported $1.12M in Q4 lobbying covering bank structure, capital rules, AI/fintech, BSA/AML, digital assets and consumer protections — shows active engagement with regulators but creates uncertainty on how rules will evolve. Lobbying Update
• Neutral Sentiment: JPM strategists say Q4 earnings season should be broadly constructive for markets — a contextual note that earnings could support the bank if trends remain intact. Strat Comment on Q4
• Negative Sentiment: Significant insider selling: multiple senior JPM executives have sold stock in recent months (COO, General Counsel, other leaders), which can be perceived negatively even if sales are for diversification or compensation needs. Insider Selling
• Negative Sentiment: Political/legal headline risk: former President Trump has publicly threatened to sue JPM over alleged ‘debanking’ — this political dispute increases reputational and event‑risk volatility for the stock. Trump Threatens Lawsuit

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $302.41 on Wednesday. The stock has a market capitalization of $823.24 billion, a price-to-earnings ratio of 15.11, a PEG ratio of 1.53 and a beta of 1.07. The business’s 50 day moving average is $315.05 and its two-hundred day moving average is $305.55. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $45.98 billion. During the same period in the previous year, the business earned $4.81 earnings per share. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. Research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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 paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

JPMorgan Chase & Co. 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.