JPMorgan Chase & Co. $JPM Shares Acquired by Cwm LLC

Cwm LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 480,453 shares of the financial services provider’s stock after buying an additional 54,635 shares during the quarter. Cwm LLC’s holdings in JPMorgan Chase & Co. were worth $151,549,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Busey Bank grew its position in JPMorgan Chase & Co. by 0.5% in the third quarter. Busey Bank now owns 218,190 shares of the financial services provider’s stock valued at $68,824,000 after acquiring an additional 994 shares in the last quarter. Clayton Financial Group LLC purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at $96,000. Spirit of America Management Corp NY grew its holdings in JPMorgan Chase & Co. by 0.5% during the 3rd quarter. Spirit of America Management Corp NY now owns 21,992 shares of the financial services provider’s stock valued at $6,937,000 after purchasing an additional 100 shares in the last quarter. SFM LLC increased its stake in JPMorgan Chase & Co. by 9.1% during the 3rd quarter. SFM LLC now owns 1,140 shares of the financial services provider’s stock worth $360,000 after buying an additional 95 shares during the period. Finally, Blue Zone Wealth Advisors LLC increased its stake in JPMorgan Chase & Co. by 51.7% during the 3rd quarter. Blue Zone Wealth Advisors LLC now owns 1,461 shares of the financial services provider’s stock worth $461,000 after buying an additional 498 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $323.40 on Wednesday. The firm has a market cap of $880.38 billion, a price-to-earnings ratio of 16.02, a PEG ratio of 1.67 and a beta of 1.08. The stock has a 50 day moving average of $311.23 and a 200-day moving average of $301.62. 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. has a 52 week low of $202.16 and a 52 week high of $330.86.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. During the same period in the prior year, the company posted $4.37 EPS. The business’s revenue was up 8.8% compared to the same quarter last year. As a group, analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Todd Combs tapped to lead a major strategic initiative at JPMorgan, bringing Berkshire Hathaway experience and adding credibility to JPM’s long‑term strategy and capital allocation plans. This appointment is being received as a governance/strategy positive. Read More.
• Positive Sentiment: Analysts and market pieces are pointing investors to JPMorgan’s Mid‑Cap Equity ETF as an alternative to big‑tech‑heavy benchmarks — positive for asset‑management and ETF fee growth if flows continue. Read More.
• Positive Sentiment: JPMorgan’s Europe‑focused ETF (and related JPM ETFs) have outperformed regions/benchmarks this year, which can boost AUM and recurring fees if the trend persists. Read More.
• Neutral Sentiment: JPM is a trending stock on investor sites; coverage pieces (Zacks) highlight why JPM remains in focus heading into 2026 — useful for flows/volatility but not a direct fundamental change. Read More.
• Negative Sentiment: JPMorgan’s economic research warns of a weaker 2026 job market due to tariffs and tighter immigration policy; a slowing labor market could reduce loan growth, credit demand and trading volume — a potential near‑term headwind for bank revenues. Read More.

Insider Activity

In other news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. 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 completion of the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 0.47% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Citigroup lifted their target price on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research report on Wednesday, September 24th. Evercore ISI raised their price objective on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Wolfe Research increased their target price on JPMorgan Chase & Co. from $342.00 to $346.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average target price of $329.19.

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.