Flaharty Asset Management LLC Has $1.04 Million Holdings in JPMorgan Chase & Co. $JPM

Flaharty Asset Management LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 133.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,306 shares of the financial services provider’s stock after purchasing an additional 1,891 shares during the quarter. Flaharty Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,043,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. in the 2nd quarter worth approximately $26,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC raised its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third 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 in the last quarter. Mizuho Securities Co. Ltd. boosted its position in JPMorgan Chase & Co. by 450.0% during the second 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 last quarter. Finally, Clarity Asset Management Inc. grew its stake in 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 valued at $63,000 after purchasing an additional 101 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. 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 owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 2,893 shares of the business’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 $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 14,868 shares of company stock valued at $4,650,596 over the last ninety days. 0.47% of the stock is owned by company insiders.

Analysts Set New Price Targets

JPM has been the subject of several research reports. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. The Goldman Sachs Group raised their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $340.18.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Bespoke municipal-bond accounts — separately managed muni accounts — have grown to about $1.3 trillion, which JPMorgan says is now the largest form of demand aggregation in the municipal market. That underlines recurring-fee and asset-gathering strength for the bank’s wealth and asset-management businesses. JPMorgan says bespoke muni-bond accounts grew to US$1.3 trillion
• Positive Sentiment: Baird upgraded JPMorgan to Neutral after JPM beat Q4 earnings estimates — the upgrade cites JPM’s strong capital position and Q4 performance, which supports the earnings outlook and dividend/ buyback capacity. Baird Upgrades JPMorgan (JPM) to Neutral After Q4 Earnings Beat
• Positive Sentiment: HSBC moved JPM from Reduce to Hold and set a $319 price target, reflecting the stock’s recovery from recent weakness and reinforcing analyst support for the shares. HSBC Upgraded JPMorgan Chase & Co. (JPM) to Hold from Reduce and Set a New $319 Price Target
• Neutral Sentiment: Coverage notes and analyst actions from JPMorgan (price-target moves on other companies, analyst reports) keep the firm visible as a research and trading hub, but these items have limited direct impact on JPM’s own earnings. JPMorgan and Citigroup Lift Price Targets on L3Harris Technologies, Inc. (LHX)
• Neutral Sentiment: Commentary about other companies (e.g., JPMorgan’s analyst calls on Kyndryl, TG Therapeutics) reflects normal sell-side activity but doesn’t materially change JPM’s fundamentals. Kyndryl Slumps Amid CFO Exit, Weak Outlook
• Negative Sentiment: JPMorgan Global Research warns that nationwide home-price forecasts mask sharp declines in parts of the Sun Belt (Florida, Texas) and on the West Coast — a regional housing slump could pressure mortgage originations, home-equity lines and consumer credit in those areas. JPMorgan’s nationwide home price forecast hides a Sun Belt full of pain. Watch out, Florida and Texas
• Negative Sentiment: JPMorgan’s own economists (e.g., David Kelly) flag “soggy consumption, weak job gains and a sour public mood,” signaling macro downside risk to loan growth, trading volumes and fee businesses if consumer activity weakens. Top analyst: Trump’s economy marked by ‘soggy consumption, weak job gains and a sour public mood’

JPMorgan Chase & Co. Stock Performance

JPM opened at $322.34 on Tuesday. 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 stock’s 50 day moving average price is $315.86 and its two-hundred day moving average price is $307.40. The firm has a market capitalization of $877.49 billion, a P/E ratio of 16.11, a price-to-earnings-growth ratio of 1.57 and a beta of 1.08. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly 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 for 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 quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the business posted $4.81 EPS. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend 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 presently 29.99%.

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.