JPMorgan Chase & Co. $JPM Stock Holdings Lifted by Osprey Private Wealth LLC

Osprey Private Wealth LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 38.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,910 shares of the financial services provider’s stock after buying an additional 13,580 shares during the period. JPMorgan Chase & Co. makes up 5.6% of Osprey Private Wealth LLC’s holdings, making the stock its 3rd largest position. Osprey Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $15,428,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in JPM. Harbor Asset Planning Inc. acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter worth approximately $26,000. Mizuho Securities Co. Ltd. raised its holdings in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC raised its holdings in shares of JPMorgan Chase & Co. by 92.6% in the third 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. Ryan Investment Management Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter worth $37,000. Finally, Christopher J. Hasenberg Inc grew its holdings in shares of JPMorgan Chase & Co. by 212.0% during the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after buying an additional 106 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Truist raised its price target on JPM to $330 (from $319), signaling continued analyst confidence and providing upside guidance that can support share demand. Truist raises JPMorgan price target
• Positive Sentiment: Keefe, Bruyette & Woods published a bullish note forecasting strong price appreciation for JPM, which can attract momentum investors ahead of quarterly results. KBW bullish forecast on JPMorgan
• Positive Sentiment: JPMorgan’s private‑equity group raised over $1.4 billion for fund investments — a sign of healthy fee-generation and LP demand that supports the bank’s asset-gathering and alternative‑fees businesses. WSJ: JPMorgan private-equity fundraising
• Positive Sentiment: JPMorgan launched a tokenized money fund and executives highlighted encouraging tokenization usage — product innovation that could grow low-cost deposit alternatives and fee opportunities in digital asset services. MSN: JPMorgan launches tokenized money fund
• Neutral Sentiment: JPMorgan research is flagging that AI hype may have peaked and that 2026 will focus more on profits — guidance that could reallocate flows across sectors and affect market volatility more than JPM’s fundamentals directly. JPMorgan warns AI hype peaked
• Neutral Sentiment: JPMorgan quant teams warned of “extreme crowding” in a handful of speculative growth names — a market‑structure call that highlights JPM research influence but is a mixed prompt for bank trading and prime-brokerage flow. MSN: JPMorgan quants warn of crowding
• Neutral Sentiment: JPMorgan analysts updated models in their North American utilities coverage (including DTE Energy); this is a research housekeeping item that demonstrates the bank’s analyst activity but has limited direct impact on JPM shares. JPMorgan updates utilities models
• Neutral Sentiment: Northern Technologies extended a JPMorgan credit facility maturity — a small lending update that shows routine client relationships for JPM’s lending business. TipRanks: Northern Technologies extends JPM loan
• Negative Sentiment: Bloomberg reports a lawsuit alleging JPMorgan steered Black advisers to poorer areas — a reputational and potential legal risk that could pressure sentiment and invite regulatory scrutiny. Bloomberg: Suit alleges adviser steering

Wall Street Analyst Weigh In

Several research firms recently issued reports on JPM. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Truist Financial boosted their price target on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the company a “hold” rating in a research note on Thursday. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 15th. The Goldman Sachs Group decreased their target price on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a report on Friday, December 5th. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction 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. The trade was a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $316.68 on Friday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $322.88. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. The stock has a market cap of $862.09 billion, a PE ratio of 15.69, a price-to-earnings-growth ratio of 1.64 and a beta of 1.08. The business has a 50-day simple moving average of $307.83 and a 200-day simple moving average of $298.43.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping the consensus estimate of $4.83 by $0.24. The firm had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period last year, the company earned $4.37 earnings per share. On average, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.72%.

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.