JPMorgan Chase & Co. $JPM Shares Acquired by Eastern Bank

Eastern Bank increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 436,426 shares of the financial services provider’s stock after buying an additional 14,744 shares during the quarter. JPMorgan Chase & Co. comprises approximately 2.4% of Eastern Bank’s holdings, making the stock its 9th largest position. Eastern Bank’s holdings in JPMorgan Chase & Co. were worth $137,662,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Peterson Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares during the last quarter. TradeWell Securities LLC. grew its position in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares during the last quarter. Sharkey Howes & Javer increased its stake in shares of JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares during the period. Granite Group Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after buying an additional 34 shares during the last quarter. Finally, JFS Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.4% during the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after buying an additional 35 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $303.22 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50-day moving average price is $314.57 and its 200 day moving average price is $305.51. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The firm has a market cap of $825.44 billion, a P/E ratio of 15.15, a PEG ratio of 1.48 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating 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 business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the firm posted $4.81 EPS. As a group, sell-side analysts predict 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 declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be given a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on 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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is owned by corporate insiders.

Analyst Ratings Changes

JPM has been the topic of several analyst reports. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. KGI Securities lifted their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Piper Sandler increased their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $336.32.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Big‑bank fundamentals remain supportive — the industry recap shows strong Q4 profit results for major banks, helping underpin JPM’s earnings outlook and investor confidence. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Positive Sentiment: Analysts and institutional flows appear resilient — several notes and coverage updates show buy ratings and commentary that JPM can withstand headline noise, which helps limit downside from political/legal stories. JPMorgan Chase Stock (JPM) Defies Trump’s $5B Lawsuit
• Neutral Sentiment: Debt issuance completed — JPM completed $6 billion of public offers, a financing action that is likely routine but worth noting for short‑term balance‑sheet and funding metrics. JPMorgan Chase Issues $6 Billion in New Debt
• Neutral Sentiment: JPMorgan publicly disputes the lawsuit’s merits — the bank issued a statement saying it does not close accounts for political reasons and will defend itself, which should limit immediate reputational escalation. JPMorganChase Statement Regarding President Trump’s Lawsuit
• Neutral Sentiment: Portfolio rebalancing item — JPMorgan no longer reports as a substantial holder in Telix Pharmaceuticals; small housekeeping item without clear impact on JPM’s core operations. JPMorgan Ceases to Be Substantial Holder in Telix Pharmaceuticals
• Negative Sentiment: Major lawsuit filed by former President Trump seeking $5B for alleged “political” debanking — this creates headline and legal risk, potential discovery/regulatory exposure, and political noise; however, analysts note the claim is small relative to JPM’s scale (the amount is a small fraction of annual revenue). Monitor legal filings and any wider regulatory follow‑up. Trump Sues JPMorgan for Closing His Bank Accounts for Political Reasons
• Negative Sentiment: CEO compensation jump to $43M (roughly a 10% increase) may attract governance and political criticism — a near‑term PR negative that could amplify scrutiny given the simultaneous lawsuit naming CEO Jamie Dimon. JPMorgan CEO Jamie Dimon’s pay rises to $43 million in 2025

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.