First American Bank lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.3% during the third quarter, Holdings Channel reports. The fund owned 134,520 shares of the financial services provider’s stock after buying an additional 2,987 shares during the quarter. JPMorgan Chase & Co. makes up 2.7% of First American Bank’s holdings, making the stock its 8th largest holding. First American Bank’s holdings in JPMorgan Chase & Co. were worth $42,432,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of JPM. Rooted Wealth Advisors Inc. raised its position in JPMorgan Chase & Co. by 18.6% during the third quarter. Rooted Wealth Advisors Inc. now owns 3,489 shares of the financial services provider’s stock valued at $1,082,000 after acquiring an additional 548 shares in the last quarter. Lionsbridge Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 1.5% during the 3rd quarter. Lionsbridge Wealth Management LLC now owns 5,210 shares of the financial services provider’s stock worth $1,643,000 after purchasing an additional 75 shares during the period. Albion Financial Group UT grew its stake in shares of JPMorgan Chase & Co. by 0.5% during the 3rd quarter. Albion Financial Group UT now owns 96,573 shares of the financial services provider’s stock worth $30,462,000 after purchasing an additional 521 shares during the period. Tripletail Wealth Management LLC raised its position in JPMorgan Chase & Co. by 10.6% during the third quarter. Tripletail Wealth Management LLC now owns 4,127 shares of the financial services provider’s stock worth $1,278,000 after acquiring an additional 396 shares during the period. Finally, Farmers & Merchants Investments Inc. lifted its holdings in JPMorgan Chase & Co. by 6.7% during the third quarter. Farmers & Merchants Investments Inc. now owns 169,224 shares of the financial services provider’s stock valued at $53,378,000 after purchasing an additional 10,623 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Insider Activity
In related 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 transaction of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.47% of the company’s stock.
JPMorgan Chase & Co. Price Performance
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The company had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.37 earnings per share. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders 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 dividend yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is presently 29.72%.
More JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Analysts and market pieces are highlighting JPMorgan as a top large‑cap financial pick for 2026 — the firm is viewed as “best of breed” and should benefit if rates fall (healthier yield curve, better lending outlook). Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026
- Positive Sentiment: Wall Street momentum: multiple brokerages have issued buy/overweight ratings and raised price targets (median ~ $340), supporting bullish investor expectations for JPM earnings and total return. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
- Neutral Sentiment: Intraday/near‑term price action noted by market sites shows modest gains — helpful context but not a driver by itself. JPMorgan Chase & Co. (JPM) Exceeds Market Returns
- Neutral Sentiment: Macro/sector themes: MarketBeat’s sector pieces emphasize rotation into financials if rates ease — a tailwind for JPM but dependent on Fed action and loan demand. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
- Negative Sentiment: Cost risk: social‑media and research chatter highlights a company warning that operating expenses could rise ~10% in 2026 — investors fear margin pressure if revenue growth lags. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
- Negative Sentiment: Litigation over the Javice student‑lead generation case remains active — JPM is contesting large legal fees and alleging third parties billed millions, which keeps headline risk and potential legal costs on investors’ radar. JPMorgan says Javice firms billed millions just for ‘attendance’ JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees
Analysts Set New Price Targets
A number of analysts have recently commented on the stock. Robert W. Baird boosted their target price 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. The Goldman Sachs Group reduced their target price on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a report on Friday, December 5th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Wells Fargo & Company boosted their price target on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Finally, TD Cowen raised their price objective on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a report on Monday, December 15th. Fifteen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $329.19.
View Our Latest Analysis on JPM
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.
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