Verdence Capital Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 88,060 shares of the financial services provider’s stock after buying an additional 5,486 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.6% of Verdence Capital Advisors LLC’s portfolio, making the stock its 8th largest holding. Verdence Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $26,784,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in the business. Peterson Wealth Advisors LLC boosted its holdings in JPMorgan Chase & Co. by 1.6% in the third 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. boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after buying an additional 34 shares during the last quarter. Sharkey Howes & Javer grew its holdings in JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after acquiring an additional 34 shares during the period. Granite Group Advisors LLC raised its position in 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 acquiring an additional 34 shares in the last quarter. Finally, JFS Wealth Advisors LLC raised its position in 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 acquiring an additional 35 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan will match the federal one‑time $1,000 contribution to eligible employees’ new “Trump accounts,” a small HR cost but a sign the bank is embracing a government savings program that could deepen customer relationships and deposit balances. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
- Positive Sentiment: Analysis of the Trump Accounts program highlights backing from Visa, JPMorgan and BofA and says the design will rely on interchange and card flows — a potential new low‑cost revenue stream for card issuers and payment processors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
- Positive Sentiment: JPMorgan’s 2026 net interest income (NII) guide — roughly $103B — suggests resilience even if policy rates fall, with management pointing to loan growth, card balances and deposit gains as offsets. That supports earnings stability and investor confidence. JPMorgan’s 2026 NII Guide Signals Resilience: Is JPM Stock a Buy Now?
- Positive Sentiment: Short interest dropped ~13.6% in January to ~20.1M shares (0.7% of float), easing a short‑pressure overhang and reducing potential for abrupt downside from short squeezes. Source: market data entry
- Neutral Sentiment: J.P. Morgan Asset Management launched a new actively managed international equity ETF (JIDE), expanding product offerings and fee‑bearing assets under management — incremental but not material to the bank’s core earnings today. J.P. Morgan Asset Management Launches JPMorgan International Dynamic ETF (JIDE) on NYSE Arca
- Neutral Sentiment: Company hires and research outputs (new retirement strategist hire; research pieces naming top longs/shorts) are positive for franchise depth but are unlikely to move JPM’s stock materially in the near term. J.P. Morgan Asset Management Welcomes Pam Hess as Retirement Strategist JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
- Negative Sentiment: Sensational reports alleging large precious‑metals short positions at major banks, including JPMorgan, are circulating; if physical metals prices spike and these claims gain traction, JPM could face headline risk and regulatory scrutiny. These stories are speculative but can pressure the stock until validated or debunked. Silver and Gold Market Surges $1.6 Trillion as Physical Premiums Expose Paper Market Manipulation
Insider Buying and Selling
JPMorgan Chase & Co. Stock Up 0.2%
Shares of NYSE JPM opened at $300.89 on Thursday. 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 is $314.44 and its two-hundred day moving average is $306.02. 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 $819.09 billion, a price-to-earnings ratio of 15.04, a PEG ratio of 1.47 and a beta of 1.07.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the business posted $4.81 EPS. Research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. 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 dividend payout ratio is 29.99%.
Wall Street Analyst Weigh In
Several equities analysts recently issued reports on the stock. 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. Robert W. Baird set a $280.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, The Goldman Sachs Group boosted their price objective on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Fourteen investment 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $336.32.
Read Our Latest Report on JPMorgan Chase & Co.
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.
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