Symphony Financial Ltd. Co. Buys 3,429 Shares of JPMorgan Chase & Co. $JPM

Symphony Financial Ltd. Co. increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 12.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,265 shares of the financial services provider’s stock after acquiring an additional 3,429 shares during the quarter. JPMorgan Chase & Co. comprises 1.1% of Symphony Financial Ltd. Co.’s holdings, making the stock its 23rd largest holding. Symphony Financial Ltd. Co.’s holdings in JPMorgan Chase & Co. were worth $9,422,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. during the second quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Viking Global Investors LP lifted its stake in shares of JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after buying an additional 1,870,386 shares in the last quarter. Montrusco Bolton Investments Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the second quarter worth approximately $485,802,000. Finally, International Assets Investment Management LLC bought a new position in JPMorgan Chase & Co. during the 2nd quarter valued at $458,104,000. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock 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 stock has a market cap of $839.28 billion, a P/E ratio of 15.41, a price-to-earnings-growth ratio of 1.49 and a beta of 1.07. The firm’s fifty day moving average price is $314.95 and its 200-day moving average price is $306.55.

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

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analysts Set New Price Targets

A number of brokerages recently commented on JPM. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Loop Capital set a $310.00 price objective on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Finally, Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $336.82.

JPMorgan Chase & Co. News Summary

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

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction 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 sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% 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 worth $4,951,910 in the last three months. 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.