Patriot Financial Group Insurance Agency LLC Has $8.51 Million Position in JPMorgan Chase & Co. $JPM

Patriot Financial Group Insurance Agency LLC lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 17.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,988 shares of the financial services provider’s stock after selling 5,860 shares during the period. JPMorgan Chase & Co. comprises about 1.1% of Patriot Financial Group Insurance Agency LLC’s portfolio, making the stock its 13th largest holding. Patriot Financial Group Insurance Agency LLC’s holdings in JPMorgan Chase & Co. were worth $8,513,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter worth approximately $26,000. Family Legacy Financial Solutions LLC boosted its stake in shares of JPMorgan Chase & Co. by 92.6% during the 3rd 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 during the period. Mizuho Securities Co. Ltd. increased its holdings in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares during the last quarter. Ryan Investment Management Inc. bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc lifted its holdings in JPMorgan Chase & Co. by 212.0% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 106 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.47% of the stock is owned by insiders.

Analysts Set New Price Targets

JPM has been the topic of several research reports. Deutsche Bank Aktiengesellschaft upped their price objective on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a report on Tuesday, September 30th. Piper Sandler increased their price target on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. KGI Securities boosted their price objective on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. Barclays increased their target price on JPMorgan Chase & Co. from $330.00 to $342.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 15th. Finally, TD Cowen boosted their price target on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $329.19.

JPMorgan Chase & Co. Trading Up 1.2%

Shares of JPM stock opened at $316.68 on Friday. The stock has a market cap of $862.09 billion, a P/E ratio of 15.69, a price-to-earnings-growth ratio of 1.64 and a beta of 1.08. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $322.88. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. The stock 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 announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating the consensus estimate of $4.83 by $0.24. The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.37 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Key Stores Impacting JPMorgan Chase & Co.

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

JPMorgan Chase & Co. 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.