JPMorgan Chase & Co. $JPM Stake Boosted by Hollencrest Capital Management

Hollencrest Capital Management boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 69,613 shares of the financial services provider’s stock after acquiring an additional 6,630 shares during the period. JPMorgan Chase & Co. comprises about 0.8% of Hollencrest Capital Management’s investment portfolio, making the stock its 29th biggest holding. Hollencrest Capital Management’s holdings in JPMorgan Chase & Co. were worth $21,958,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Strategic Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 1.1% during the 3rd quarter. Strategic Advisors LLC now owns 38,748 shares of the financial services provider’s stock worth $12,222,000 after buying an additional 425 shares in the last quarter. AE Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. by 11.6% in the 3rd quarter. AE Wealth Management LLC now owns 478,045 shares of the financial services provider’s stock valued at $150,790,000 after purchasing an additional 49,861 shares during the period. Activest Wealth Management lifted its position in shares of JPMorgan Chase & Co. by 25.0% in the 3rd quarter. Activest Wealth Management now owns 6,277 shares of the financial services provider’s stock valued at $1,980,000 after acquiring an additional 1,256 shares in the last quarter. Fidelis Capital Partners LLC boosted its position in shares of JPMorgan Chase & Co. by 10.2% in the third quarter. Fidelis Capital Partners LLC now owns 64,976 shares of the financial services provider’s stock worth $20,495,000 after buying an additional 6,036 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC grew its stake in JPMorgan Chase & Co. by 7.5% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 15,852 shares of the financial services provider’s stock valued at $5,000,000 after acquiring an additional 1,102 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated 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 sale, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 14,868 shares of company stock worth $4,650,596. 0.47% of the stock is currently owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: HSBC raised its rating on JPM to Hold following Q4 results, signaling that JPM’s quarterly beat and revenue growth are persuading some sell‑side analysts to become less negative. JPMorgan Chase raised to Hold at HSBC after Q4 results
• Positive Sentiment: JPMorgan strategists highlighted crypto opportunities — arguing bitcoin may be more attractive than gold long-term — which supports JPM’s growing crypto product efforts and could boost fee and trading revenue expectations. Bitcoin May Now Be More Attractive Than Gold Long-Term, Says JPMorgan Strategist
• Positive Sentiment: JPMorgan’s move into regulated stablecoins (JPMD on Base) and banks’ broader stablecoin adoption reinforce JPM’s fintech/crypto positioning, a potential new revenue stream and strategic differentiator. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Neutral Sentiment: JPMorgan completed a $3 billion subordinated notes offering — a capital markets action that strengthens funding/capital but can raise near‑term funding costs; investors will watch regulatory and capital ratios. JPMorgan Chase completes $3 billion subordinated notes offering
• Neutral Sentiment: Coverage and market debates about JPMorgan’s tech strategy and whether recent rate‑driven gains are already priced in leave valuation questions — important for medium/long‑term investors. JPMorgan’s Tech Ambitions Are Real, but Is the Stock a Buy After Rate-Driven Gains?
• Neutral Sentiment: Robert W. Baird moved JPM to “Neutral” (an upgrade in institutional sentiment but not a bullish rating), signaling mixed analyst views despite the beat. Robert W. Baird Upgrades JPMorgan Chase & Co. (NYSE:JPM) to “Neutral”
• Negative Sentiment: JPMorgan commentary that Kevin Warsh would “make the case for rate cuts” (if selected to lead the Fed) raises the prospect of easier policy — a potential headwind for net interest margin and bank profitability. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations from a high‑profile crypto lawyer claiming JPMorgan manipulates bitcoin are reputationally negative and could attract regulatory/PR scrutiny, though such claims don’t yet show concrete legal exposure. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

JPMorgan Chase & Co. Stock Up 4.0%

JPM opened at $322.47 on Friday. The stock has a market cap of $877.85 billion, a PE ratio of 16.12, a price-to-earnings-growth ratio of 1.57 and a beta of 1.07. The stock’s fifty day simple moving average is $315.59 and its 200 day simple moving average is $307.15. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year 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 issued its quarterly earnings data 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 firm had revenue of $46.77 billion during the quarter, compared to the consensus estimate 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 for the quarter was up 7.1% compared to the same quarter last year. During the same period last year, the business posted $4.81 earnings per share. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Daiwa Securities Group boosted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a research note on Tuesday, February 3rd. 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. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $340.18.

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.