Calamos Wealth Management LLC Has $24.63 Million Stock Position in JPMorgan Chase & Co. $JPM

Calamos Wealth Management LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.4% during the third quarter, Holdings Channel.com reports. The firm owned 78,071 shares of the financial services provider’s stock after acquiring an additional 2,595 shares during the quarter. JPMorgan Chase & Co. accounts for about 0.9% of Calamos Wealth Management LLC’s portfolio, making the stock its 21st biggest position. Calamos Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $24,626,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $26,000. Mizuho Securities Co. Ltd. grew its stake in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares in the last quarter. Family Legacy Financial Solutions LLC increased its holdings 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 stake in JPMorgan Chase & Co. during the second quarter worth $37,000. Finally, Christopher J. Hasenberg Inc raised its position in JPMorgan Chase & Co. by 212.0% during 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 in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of analyst reports. Evercore ISI lifted their price objective on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research report on Tuesday, September 30th. Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Robert W. Baird increased their price objective on shares of JPMorgan Chase & Co. from $250.00 to $260.00 and gave the company an “underperform” rating in a research report on Thursday, December 18th. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Finally, Piper Sandler raised their price target on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average price target of $334.57.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock 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. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm 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. The company’s 50 day moving average price is $314.04 and its two-hundred day moving average price is $303.56.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.37 EPS. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business 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. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.72%.

JPMorgan Chase & Co. News Roundup

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

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated 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 transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale 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.

About JPMorgan Chase & Co.

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.