JPMorgan Chase & Co. $JPM Shares Bought by Brady Family Wealth LLC

Brady Family Wealth LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 44.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,089 shares of the financial services provider’s stock after buying an additional 5,876 shares during the quarter. JPMorgan Chase & Co. makes up 1.9% of Brady Family Wealth LLC’s holdings, making the stock its 16th biggest position. Brady Family Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $6,021,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Harbor Asset Planning Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $26,000. Mizuho Securities Co. Ltd. grew 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 valued at $32,000 after purchasing an additional 90 shares during the period. Family Legacy Financial Solutions LLC raised its position 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 valued at $33,000 after buying an additional 50 shares during the period. Ryan Investment Management Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $37,000. Finally, Christopher J. Hasenberg Inc boosted its stake in 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 worth $45,000 after buying an additional 106 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the firm’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 transaction, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.47% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Daiwa Capital Markets upped their target price on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research report on Wednesday, October 8th. Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $345.00 to $350.00 and gave the stock an “overweight” rating in a research note on Monday, November 3rd. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Piper Sandler raised their price objective on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and an average target price of $329.19.

JPMorgan Chase & Co. Stock Up 1.8%

JPM stock opened at $322.97 on Tuesday. The stock has a market capitalization of $879.22 billion, a P/E ratio of 16.00, a PEG ratio of 1.64 and a beta of 1.08. The company has a 50 day moving average price of $308.12 and a two-hundred day moving average price of $299.10. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $323.23. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86.

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

JPMorgan Chase & Co. Dividend Announcement

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 $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bank is reported to be evaluating crypto trading services for institutional clients (spot and derivatives), which could expand Markets revenue and strengthen JPM’s position in digital assets if launched; the plan is under internal consideration and could attract fee income from institutional flows. JPMorgan Weighs Crypto Trading to Expand Digital Asset Presence
• Positive Sentiment: Analyst upgrade reported that has already been linked with upside in the shares today — upgrades can spur short-term buying and validate outlook for earnings/valuation. JPMorgan Chase & Co. (NYSE:JPM) Trading Up 1.2% on Analyst Upgrade
• Positive Sentiment: Small institutional buying reported (Breakthru Advisory purchased new JPM holdings), signaling continued demand from asset managers—though the position size is modest, it’s a confirming data point for institutional interest. Breakthru Advisory Services LLC Purchases New Holdings in JPMorgan Chase & Co. $JPM
• Neutral Sentiment: J.P. Morgan Asset Management (Canada) announced estimated 2025 reinvested capital gain distributions and December cash distributions for several JPMorgan ETFs on the TSX — routine fund housekeeping that affects ETF unitholders but has limited direct impact on JPM stock fundamentals. JPMorgan Asset Management (Canada) Inc. Exchange Traded Funds 2025 Estimated Annual Reinvested Capital Gain Distributions
• Negative Sentiment: JPMorgan (or its affiliates) ceased to be a substantial holder in IDP Education — a minor portfolio change that is unlikely to affect JPM’s core business but is a small negative signal about that specific investment. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Negative Sentiment: Coverage notes that internal discussions on crypto have no firm timeline and CEO Jamie Dimon has publicly criticized bitcoin in the past—regulatory, compliance and reputational risks remain and could limit how quickly or broadly JPM expands crypto services. JPMorgan Evaluates Crypto Market Entry with Institutional-Grade Trading Services

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.