JPMorgan Chase & Co. $JPM is Cantor Fitzgerald Investment Advisors L.P.’s 8th Largest Position

Cantor Fitzgerald Investment Advisors L.P. cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 90,313 shares of the financial services provider’s stock after selling 2,373 shares during the quarter. JPMorgan Chase & Co. makes up approximately 1.9% of Cantor Fitzgerald Investment Advisors L.P.’s portfolio, making the stock its 8th largest holding. Cantor Fitzgerald Investment Advisors L.P.’s holdings in JPMorgan Chase & Co. were worth $28,487,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Creative Planning boosted its position in shares of JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after acquiring an additional 29,844 shares during the last quarter. Aviva PLC lifted its stake in shares of JPMorgan Chase & Co. by 6.0% during the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after purchasing an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management boosted its stake in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the period. Kelman Lazarov Inc. increased its holdings in JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after purchasing an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $534,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Chase will become the new issuer of the Apple Card in a deal reported and confirmed today — a multi-year consumer-deposit and credit relationship that should boost card loans, interchange revenue and deposits over time. This is a clear revenue/scale positive for JPM’s consumer franchise. Chase to become new issuer of Apple Card
• Positive Sentiment: Wall Street bullishness and price-target increases are supporting the stock — several analysts have raised targets and reiterated buy/outperform views ahead of JPM’s Jan. 13 earnings, reinforcing the view that the bank’s profitability and capital position remain strong. Analyst Says JPMorgan Trading At A Discount
• Positive Sentiment: JPMorgan named Sri Kosaraju global chair of investment banking to bolster its healthcare vertical — a senior hire that signals focus on growth in advisory and healthcare M&A, an area that can generate higher-fee revenue. JPMorgan appoints Sri Kosaraju as global chair of investment banking
• Neutral Sentiment: JPMorgan Asset Management has cut ties with external proxy-advisory firms and will use an internal AI system to aggregate and analyze proxy votes. The move highlights JPM’s push to automate and control governance workflows — potential cost and control benefits, but with reputational and implementation risks that investors will watch. JPMorgan’s asset management will no longer use controversial proxy advisors
• Negative Sentiment: Short-term sell pressure and options activity: data aggregators reported notable intraday selling and heavy call/option flows, and Quiver flagged the stock trading down with elevated volume — these flows can amplify intraday declines. $JPM stock is down 3% today
• Negative Sentiment: Some sell-side model updates trimmed near-term EPS forecasts (Zacks and others lowered quarterly/yearly estimates), which can weigh on sentiment heading into the January earnings print. This makes the upcoming Q4 report a focal point for risk. (See Zacks research commentary for estimate changes.)

Analyst Ratings Changes

A number of research analysts recently commented on JPM shares. Evercore ISI upped their price objective on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 30th. Keefe, Bruyette & Woods upped their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Deutsche Bank Aktiengesellschaft boosted their price target on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a research note on Tuesday, September 30th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Finally, TD Cowen raised their price target on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Fourteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $333.90.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. 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 of the company’s stock, 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $327.09 on Thursday. The stock has a 50-day moving average of $314.48 and a 200-day moving average of $303.73. 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 stock has a market cap of $890.42 billion, a PE ratio of 16.20, a price-to-earnings-growth ratio of 1.65 and a beta of 1.07. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter last year, the firm earned $4.37 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

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.