Calamos Advisors LLC Has $234.86 Million Position in JPMorgan Chase & Co. $JPM

Calamos Advisors LLC decreased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.3% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 744,568 shares of the financial services provider’s stock after selling 2,485 shares during the period. JPMorgan Chase & Co. makes up 0.9% of Calamos Advisors LLC’s investment portfolio, making the stock its 14th biggest position. Calamos Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $234,859,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in JPM. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. during the 2nd quarter worth approximately $26,000. Mizuho Securities Co. Ltd. increased its position in shares of JPMorgan Chase & Co. by 450.0% during the second 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 during the period. Family Legacy Financial Solutions LLC raised its stake in JPMorgan Chase & Co. by 92.6% during the third 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 during the last quarter. Ryan Investment Management Inc. bought a new position in JPMorgan Chase & Co. during the second quarter worth $37,000. Finally, Christopher J. Hasenberg Inc lifted its holdings in 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 valued at $45,000 after buying an additional 106 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Insider Activity

In related news, insider Robin Leopold sold 966 shares of the company’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 in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Stock Up 0.2%

Shares of NYSE JPM opened at $334.70 on Wednesday. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. The company has a 50-day moving average price of $314.04 and a 200-day moving average price of $303.56. The stock has a market capitalization of $911.15 billion, a P/E ratio of 16.58, a P/E/G ratio of 1.65 and a beta of 1.07. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25.

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, 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 net margin of 20.90% and a return on equity of 17.18%. The firm’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.37 EPS. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on JPM. Barclays increased their price target on JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday. Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Monday. UBS Group boosted their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Keefe, Bruyette & Woods raised their price objective on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Finally, KGI Securities lifted 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. 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. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $334.57.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Multiple analysts raised price targets and kept bullish ratings (Goldman Sachs raised PT to $386, Daiwa and Wells Fargo also lifted targets), supporting upside expectations for the stock. Goldman Sachs raises PT
• Positive Sentiment: JPM launched a new “Special Advisory Services” unit to monetize proprietary expertise (AI, cybersecurity, M&A advisory), which can expand fee income and deepen client relationships. JPMorgan forms special advisory group
• Positive Sentiment: Commercial lending activity: JPM provided a $100M facility to Equify Financial, demonstrating growth in middle‑market lending and fee/interest opportunities. Equify facility with JPM
• Positive Sentiment: Large unusual options flow: traders bought ~264,572 call options on JPM, a >300% jump versus average—short‑term bullish positioning that can amplify intraday upside. (data report)
• Positive Sentiment: Momentum: coverage noting JPM stock reached record highs and the firm sits in the >$900B market‑cap club, helping sentiment and index/ETF flows. JPM hits all-time high
• Neutral Sentiment: Wall Street expects earnings growth next week; that raises the chance of a beat but also sets expectations that could increase volatility around the print. Earnings preview
• Positive Sentiment: Corporate citizenship and disaster response: JPM committed philanthropic support (~$9M) for LA wildfire recovery and is working with clients on relief — helps reputation and customer retention in a key market. JPM philanthropic wildfire support
• Negative Sentiment: Regulatory/credit exposure: JPM and peers extended mortgage forbearance for LA wildfire victims under state emergency rules — supportive for customers but potentially raises credit and loss timing risk. Mortgage relief extension

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.