JPMorgan Chase & Co. $JPM Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 22.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 242,098 shares of the financial services provider’s stock after acquiring an additional 44,932 shares during the period. HB Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $76,365,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the company. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. in the second quarter worth $26,000. Family Legacy Financial Solutions LLC lifted its position in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. boosted its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the period. Ryan Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $37,000. Finally, Clarity Asset Management Inc. raised its stake in JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an “overweight” rating, signalling meaningful upside vs. the current level and supporting buy‑side interest. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed its “buy” rating, adding analyst conviction to the upside narrative after Q4 results. Barclays reaffirms buy
• Positive Sentiment: Fund flows: Mn Services Vermogensbeheer disclosed an increase of ~83,400 JPM shares in its 13F update, a notable institutional add that can provide support. Mn Services increases JPM position
• Positive Sentiment: JPMorgan is creating a new quant trading and research unit to boost electronified, data‑driven trading — a strategic move that could raise trading revenue and margins over time. JPMorgan forms new quant unit
• Neutral Sentiment: DZ Bank reiterated a “neutral” rating — a reminder that not all analysts are bullish and that upside may be uneven. DZ Bank reiterates neutral
• Neutral Sentiment: CEO Jamie Dimon said he plans to remain in the role for “at least” five more years — a stability signal for investors but largely symbolic. Dimon plans to stay 5+ years
• Negative Sentiment: Market reaction to Q4: despite an EPS beat, the stock suffered post‑earnings volatility as investors focused on a one‑time hit from JPM’s Apple Card purchase and weaker bond sales — reminding traders that beats can still trigger profit‑taking. Post-earnings volatility despite EPS beat
• Negative Sentiment: Political/regulatory overhang: proposals to cap credit‑card APRs have ramped up headline risk for card issuers; JPM management has warned such plans would materially reshape lending economics, which keeps a valuation overhang on bank names. Credit-card rate cap risk
• Negative Sentiment: Sector weakness: bank stocks broadly were sold after early earnings season, as investors reassessed valuations and downside from policy/regulatory risks — a headwind that can pressure JPM shares even if fundamentals remain solid. Sector pullback after bank earnings

JPMorgan Chase & Co. Trading Up 0.5%

Shares of JPM stock opened at $309.32 on Friday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The firm has a market capitalization of $842.05 billion, a PE ratio of 15.46, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. The stock has a fifty day moving average of $315.43 and a two-hundred day moving average of $305.04. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

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 for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 earnings per share. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be 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 of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research reports. Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday. HSBC restated a “hold” rating and set a $245.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. TD Cowen upped their price objective on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Deutsche Bank Aktiengesellschaft raised their target price on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a research note on Tuesday, September 30th. Finally, Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Fifteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $336.32.

Insider Buying and Selling at JPMorgan Chase & Co.

In other 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 value of $301,314.72. Following the completion of 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.47% of the company’s stock.

About JPMorgan Chase & Co.

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.