Exchange Traded Concepts LLC Increases Stock Holdings in JPMorgan Chase & Co. $JPM

Exchange Traded Concepts LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 33.9% during the third quarter, Holdings Channel.com reports. The fund owned 74,197 shares of the financial services provider’s stock after purchasing an additional 18,768 shares during the quarter. Exchange Traded Concepts LLC’s holdings in JPMorgan Chase & Co. were worth $23,404,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $26,000. Family Legacy Financial Solutions LLC increased its stake in 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 buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. increased its stake in 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 buying an additional 90 shares in the last quarter. Ryan Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $37,000. Finally, Christopher J. Hasenberg Inc boosted its stake in shares of JPMorgan Chase & Co. by 212.0% in the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock worth $45,000 after acquiring an additional 106 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

JPM has been the subject of several recent research reports. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Citigroup increased their target price on shares of JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a research report on Wednesday, September 24th. Robert W. Baird raised their price target on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the stock an “underperform” rating in a research note on Thursday, December 18th. KGI Securities upped their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Finally, Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. 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 stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and an average price target of $329.19.

JPMorgan Chase & Co. Trading Up 1.0%

Shares of JPM opened at $329.16 on Friday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $329.99. The firm has a market capitalization of $896.06 billion, a P/E ratio of 16.30, a P/E/G ratio of 1.70 and a beta of 1.08. The firm has a 50-day moving average price of $309.67 and a 200 day moving average price of $299.94. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results 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. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. During the same period in the previous year, the business posted $4.37 EPS. JPMorgan Chase & Co.’s revenue was up 8.8% on a year-over-year basis. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares of the company’s stock, 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 Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.47% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Market momentum and macro catalysts: JPM hit an all-time high on optimism around an easing rate cycle and stronger U.S. GDP that support loan growth and trading revenue; coverage also notes investor enthusiasm because JPM is considering new crypto services. Is JPMorgan Stock a Buy for 2026 as it Hits an All-Time High?
• Positive Sentiment: Potential new revenue stream — crypto trading for institutions: Reports say JPM is weighing institutional crypto trading services as regulatory clarity improves. If executed, this could add trading volumes, fees and wallet/custody revenue — a growth lever investors are rewarding. JPMorgan Mulls Entering Crypto Trading Business
• Positive Sentiment: International franchise strength: Coverage notes JPMorgan “takes top spot in India,” highlighting market-share gains in a fast-growing region that supports long‑term revenue diversification. JPMorgan takes top spot in India
• Neutral Sentiment: Product/income housekeeping — ETF dividends: Multiple JPMorgan-managed ETFs declared CAD dividends (routine distributions for fund investors). These are earnings/asset-management signals but not material to the bank’s core results. ETF Dividend Announcements
• Neutral Sentiment: Analyst/peer context: A head‑to‑head review comparing Nomura and JPM offers comparative context for investors but does not change JPM’s fundamentals. Nomura vs JPMorgan Review
• Neutral Sentiment: JPM research actions elsewhere: JPMorgan lowered its target on Perrigo as it refreshed estimates — notable for the research franchise but not for JPM’s own stock moves. Perrigo Target Reduced
• Neutral Sentiment: Peripheral crypto speculation: A separate piece speculating on XRP’s extreme upside references broader crypto interest and occasional mentions of institutional demand for crypto services — background noise rather than a JPM-specific catalyst. XRP Trillionaire Scenario
• Negative Sentiment: Reputational/legal watch: A Bloomberg Law report says Jeffrey Epstein once named Jes Staley and Lawrence Summers as executors of his will. Staley is a former JPM executive, so renewed attention could raise reputational questions even if it’s not directly linked to current JPM management or operations. Epstein Once Appointed Staley, Summers Executors of His Will

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.