First Pacific Financial Purchases 6,181 Shares of JPMorgan Chase & Co. $JPM

First Pacific Financial lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 29.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 27,285 shares of the financial services provider’s stock after buying an additional 6,181 shares during the period. JPMorgan Chase & Co. accounts for 1.2% of First Pacific Financial’s portfolio, making the stock its 16th biggest position. First Pacific Financial’s holdings in JPMorgan Chase & Co. were worth $8,607,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in JPM. Creative Planning raised its position in shares of JPMorgan Chase & Co. by 2.2% in the 2nd 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 in the last quarter. Aviva PLC boosted its position in 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 valued at $647,212,000 after purchasing an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management grew its stake in 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 last quarter. Kelman Lazarov Inc. grew its stake in JPMorgan Chase & Co. by 16.9% in the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new position in JPMorgan Chase & Co. in the second quarter worth about $534,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $329.34 on Friday. 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’s fifty day moving average price is $315.25 and its 200-day moving average price is $304.26. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm has a market capitalization of $896.55 billion, a PE ratio of 16.31, a price-to-earnings-growth ratio of 1.61 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. The company 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 firm’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.37 EPS. On average, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Large institutional buying: SG Americas disclosed a big 13F build into JPM (~6.2M shares, ~$2.0B), signaling strong hedge‑fund/institutional demand that supports the stock. Fund Update: SG Americas Securities, LLC Just Disclosed New Holdings
• Positive Sentiment: Apple Card deal: Chase will become the new issuer of the Apple Card, adding ~ $20B of balances and expanding its consumer credit franchise — a longer‑term revenue and deposit win. Chase to become new issuer of Apple Card
• Positive Sentiment: Blockchain product expansion: Kinexys by J.P. Morgan will integrate JPM Coin issuance with Digital Asset’s Canton network — a strategic move that extends JPM’s digital‑asset product footprint and fee opportunities. Kinexys by J.P. Morgan to Integrate Deposit Token With Canton Blockchain
• Positive Sentiment: Geographic opportunity: Coverage notes that JPMorgan is well positioned to capture trade‑finance and lending opportunities as U.S. involvement in Venezuela’s oil sector increases — a potential source of new deals/revenues. Focus: Banks eye Venezuela investment, JPMorgan seen with advantage
• Neutral Sentiment: Analyst tone & upgrades: Several brokers have a constructive view (price‑target increases and upgrades to Hold/Buy), which supports medium‑term valuation thesis ahead of the Jan. 13 Q4 print. Watch post‑earnings guidance for impact. Analyst Says JPMorgan Trading At A Discount…
• Neutral Sentiment: Pre‑earnings uncertainty: Multiple previews and estimate revisions are circulating; trading can be choppy until JPM’s Q4 results and disclosures on credit metrics and expenses are released. JPM Q4 Earnings on Deck
• Negative Sentiment: Near‑term cost/reserve impact from Apple Card transition: reports indicate JPM plans a ~$2.2B provision tied to taking over the Apple Card business, which could weigh on Q4 earnings and near‑term EPS. JPM to Take Over Apple Card, Plans to Record a $2.2B Provision in Q4
• Negative Sentiment: Governance/operational moves: JPMorgan has cut ties with proxy advisers and is deploying an AI voting tool — a controversial governance change that could attract scrutiny and cause short‑term investor discomfort. JPMorgan abandons proxy advisers and turns to AI

Insider Buying and Selling

In related news, insider Robin Leopold sold 966 shares of the stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday. TD Cowen increased their target price on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Evercore ISI raised their target price on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. HSBC reaffirmed a “hold” rating and issued a $245.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the company a “hold” rating in a report on Tuesday, September 30th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $333.90.

JPMorgan Chase & Co. Company 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.