Biltmore Family Office LLC Has $4.88 Million Holdings in JPMorgan Chase & Co. $JPM

Biltmore Family Office LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 13.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,476 shares of the financial services provider’s stock after buying an additional 1,813 shares during the quarter. JPMorgan Chase & Co. makes up approximately 0.7% of Biltmore Family Office LLC’s investment portfolio, making the stock its 28th largest position. Biltmore Family Office LLC’s holdings in JPMorgan Chase & Co. were worth $4,881,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. during the second quarter valued at $26,000. Mizuho Securities Co. Ltd. raised its stake in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC increased its holdings in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Finally, Clarity Asset Management Inc. increased its holdings in shares of JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares during the period. 71.55% of the stock is owned by institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on Friday, January 16th. The shares were 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 $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 15,834 shares of company stock worth $4,951,910. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPM opened at $308.30 on Tuesday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week 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 fifty day moving average of $314.95 and a 200 day moving average of $306.55. The stock has a market capitalization of $839.28 billion, a price-to-earnings ratio of 15.41, a PEG ratio of 1.49 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business 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 business’s revenue was up 7.1% on a year-over-year basis. During the same period last year, the company posted $4.81 EPS. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on JPM. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Wells Fargo & Company lifted their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, The Goldman Sachs Group boosted their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and a consensus price target of $336.82.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan analysts remain strongly bullish on gold, calling for a sizable rally later this year — a view that positions the bank to benefit via trading and advisory revenue if volatility continues. JPMorgan Sees $6,300 Rally by Year-End
• Positive Sentiment: JPMorgan’s public call to “buy gold on weakness” reinforces its role as a go-to macro house — this visibility can boost client flows and trading volumes in commodities products. JPMorgan Chase (JPM) Tells Investors to ‘Buy Gold on Weakness’
• Neutral Sentiment: JPMorgan remains in the headlines for analyst activity (stock picks and sector calls) and is a trending stock on retail/analyst platforms — increased attention can amplify short-term flows but doesn’t change fundamentals. JPMorgan Chase & Co. (JPM) Is a Trending Stock
• Neutral Sentiment: Sensational short‑term pieces (e.g., ChatGPT price guesses) and JPMorgan analyst coverage of other stocks (Barrick/Agnico) are generating headlines but are unlikely to move JPM fundamentals materially. ChatGPT Thinks JPMorgan Stock Will Close At This Price
• Negative Sentiment: JPMorgan faces fresh reputational/legal scrutiny after claims around silver-market activity tied to a historic intraday crash — any regulatory action or fines would be a direct negative for earnings and investor sentiment. JPMorgan Faces Silver Manipulation Claims
• Negative Sentiment: Political/reputational headlines: reports that JPMorgan and peers will match certain employee political contributions and commentary about lobbying against UK banker taxes could provoke public backlash or regulatory scrutiny. JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee ‘Trump Accounts’
• Negative Sentiment: Coverage about JPMorgan’s suggested political pressure on UK policy (FT) raises reputational risk in Europe—monitor for any regulatory or political fallout. JPMorgan should ‘threaten’ UK over banker tax, Mandelson told Epstein

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.