JPMorgan Chase & Co. $JPM Shares Acquired by Cadent Capital Advisors LLC

Cadent Capital Advisors LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 128.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 4,249 shares of the financial services provider’s stock after purchasing an additional 2,393 shares during the quarter. Cadent Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,340,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. RFG Holdings Inc. grew its stake in shares of JPMorgan Chase & Co. by 20.8% in the third quarter. RFG Holdings Inc. now owns 1,316 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 227 shares in the last quarter. Milestone Asset Management LLC grew its position in JPMorgan Chase & Co. by 180.5% in the 3rd quarter. Milestone Asset Management LLC now owns 18,685 shares of the financial services provider’s stock valued at $5,894,000 after buying an additional 12,023 shares in the last quarter. Vestia Personal Wealth Advisors raised its position in shares of JPMorgan Chase & Co. by 29.6% during the 3rd quarter. Vestia Personal Wealth Advisors now owns 1,260 shares of the financial services provider’s stock worth $398,000 after buying an additional 288 shares in the last quarter. Centerline Wealth Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. by 10.7% in the 3rd quarter. Centerline Wealth Advisors LLC now owns 2,783 shares of the financial services provider’s stock worth $878,000 after acquiring an additional 268 shares during the period. Finally, Harbor Capital Advisors Inc. lifted its stake in shares of JPMorgan Chase & Co. by 3.1% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 57,156 shares of the financial services provider’s stock worth $18,029,000 after acquiring an additional 1,719 shares during the period. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

JPM has been the topic of several recent analyst reports. Wolfe Research boosted their target price on JPMorgan Chase & Co. from $342.00 to $346.00 and gave the stock an “outperform” rating in a report on Thursday, October 16th. Daiwa Capital Markets boosted their price objective on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 8th. Deutsche Bank Aktiengesellschaft upped their price objective on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a report on Tuesday, September 30th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 15th. Finally, Barclays upped their price target on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $329.19.

Insiders Place Their Bets

In other JPMorgan Chase & Co. 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 transaction of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 1.3%

Shares of JPM opened at $323.68 on Tuesday. The business’s 50-day moving average price is $310.70 and its 200 day moving average price is $301.20. 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 market capitalization of $881.13 billion, a P/E ratio of 16.03, a P/E/G ratio of 1.69 and a beta of 1.08. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $330.86.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $44.42 billion. During the same period in the prior year, the firm earned $4.37 earnings per share. The business’s quarterly revenue was up 8.8% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share 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. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan-backed ETFs are getting bullish press, with commentators recommending JPMorgan’s mid-cap ETF as a diversification alternative to the tech-heavy S&P 500 — a tailwind for JPM’s asset-management revenue if flows follow. The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead
• Positive Sentiment: JPMorgan’s BetaBuilders Europe ETF (BBEU) is highlighted for outperforming U.S. benchmarks this year, another positive for asset-management fee prospects if retail/institutional flows increase. Investors Say Europe Is Cooked, But JP Morgan’s Euro ETF Is Destroying The S&P and Hot AI Stocks
• Positive Sentiment: Fortune ran a feature based on a JPMorgan report about habits of the world’s wealthiest families — useful PR that underscores JPM’s role in wealth management and could support client engagement and flows. The world’s wealthiest families attribute these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: Waystar will present at the J.P. Morgan Healthcare Conference — relevant to the conference ecosystem but not directly material to JPM’s P&L. Waystar to Present at J.P. Morgan Healthcare Conference
• Neutral Sentiment: JPMorgan analysts raised a price target on Cogent Biosciences as part of a sector model update — a sign of JPM’s active equity research, but not a direct company financial impact. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan notified IPH Ltd that it ceased to be a substantial holder — a routine portfolio/positioning update with limited market impact. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Negative Sentiment: JPMorgan’s economists warn of an “uncomfortably slow” U.S. job market in early 2026 due to trade, tariffs and immigration policy — a weaker jobs outlook could pressure loan growth, consumer credit and trading revenues. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Negative Sentiment: Reports say JPMorgan froze accounts tied to several stablecoin startups (including LatAm firms), drawing scrutiny from crypto firms and potentially complicating fintech relationships and future crypto banking opportunities. That reputational/regulatory friction likely weighs on investor sentiment. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access Latam Insights: JPMorgan Freezes Latam Stablecoin Startups’ Accounts

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.