JPMorgan Chase & Co. $JPM Shares Acquired by Sovran Advisors LLC

Sovran Advisors LLC increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 32.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,002 shares of the financial services provider’s stock after buying an additional 2,477 shares during the quarter. Sovran Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,095,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in JPM. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $10,295,209,000. Laurel Wealth Advisors LLC grew its holdings in JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Viking Global Investors LP increased its position in JPMorgan Chase & Co. by 86.1% in the 2nd 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 acquiring an additional 1,870,386 shares during the period. Montrusco Bolton Investments Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $485,802,000. Finally, International Assets Investment Management LLC acquired a new position in JPMorgan Chase & Co. during the 2nd quarter worth $458,104,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have recently issued reports on JPM. Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. KGI Securities upped their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. 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. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Fourteen analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $336.82.

JPMorgan Chase & Co. Stock Performance

JPM opened at $317.28 on Thursday. The business has a fifty day simple moving average of $315.37 and a 200-day simple moving average of $306.79. The firm has a market cap of $863.72 billion, a PE ratio of 15.86, a P/E/G ratio of 1.54 and a beta of 1.07. 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 quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

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 analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter last year, the business posted $4.81 EPS. The company’s revenue was up 7.1% on a year-over-year basis. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Private Bank published a family-office report showing 89% of family offices hold no crypto and that AI is the dominant investment theme — a finding that reinforces demand for JPMorgan’s private-banking advisory services and research capabilities. Family offices shun crypto despite hype, with 89% holding no digital assets: JPMorgan Private Bank
• Positive Sentiment: JPMorgan is developing a new index to track frontier-market local-currency bonds — a product move that could capture investor demand for diversified higher-yield fixed-income and generate fee revenue if adopted. JPMorgan working on new local currency debt index: Sources
• Positive Sentiment: JPMorgan research remains influential on macro/commodities flows — its bullish longer-term view on gold (despite recent pullbacks) supports trading and asset-allocation activity across client desks. That positions the bank well for trading revenue if volatility persists. Gold’s longer-term investment case intact despite pullback, J.P. Morgan says with view to $6,300
• Neutral Sentiment: JPMorgan flagged potential new ETF distribution/fee dynamics after Robinhood’s changes — an industry note that may influence product design and broker economics but is not an immediate revenue swing for JPM. JPMorgan Flags A New ETF Fee Risk As Robinhood’s Zero-Commission Era Backfires
• Neutral Sentiment: JPMorgan disclosed it exited a substantial shareholder position in Treasury Wine Estates — a routine balance-sheet/portfolio move by the firm’s asset-management/treasury operations with limited direct impact on the bank’s core franchise. JPMorgan Exits Substantial Shareholder Position in Treasury Wine Estates
• Neutral Sentiment: JPMorgan’s analysts issued a sell call on Iren (an Australian AI/cloud provider), which sent that stock sharply lower — this reflects JPM’s analyst activity influencing other names but doesn’t materially change JPM’s fundamentals. Iren Stock Plunges 15% as JPMorgan Makes Sell Call Ahead of Q2 Earnings
• Negative Sentiment: An analyst move lifted JPMorgan from “underperform” to “neutral” at Robert W. Baird but with a $280 price target — roughly below the current market level — which could cap upside or add short-term selling pressure. Finviz (Baird upgrade summary)
• Negative Sentiment: Coverage of a reported $500M Abu Dhabi stake in a Trump-linked crypto venture sparked debate over political influence and how big banks manage crypto-related risk — a reputational/regulatory discussion that can increase scrutiny on large banks’ risk oversight. Trump Crypto Deal Triggers JPMorgan Risk Debate After $500M Abu Dhabi Stake Revelation

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the stock in a transaction 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 owned 58,479 shares in the company, valued at $18,240,769.68. This represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction 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 transaction, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 in the last three months. 0.47% of the stock is currently owned by insiders.

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.