Forum Financial Management LP Acquires 2,147 Shares of JPMorgan Chase & Co. $JPM

Forum Financial Management LP lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 84,159 shares of the financial services provider’s stock after acquiring an additional 2,147 shares during the period. JPMorgan Chase & Co. comprises about 0.4% of Forum Financial Management LP’s holdings, making the stock its 26th biggest position. Forum Financial Management LP’s holdings in JPMorgan Chase & Co. were worth $26,546,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. in the 2nd quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. increased its holdings 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 in the last quarter. Family Legacy Financial Solutions LLC lifted its stake in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Clarity Asset Management Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares in the last quarter. Finally, Sagard Holdings Management Inc. bought a new stake in JPMorgan Chase & Co. during the 2nd quarter worth $64,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $312.55 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a fifty day moving average of $315.31 and a 200-day moving average of $305.51. The firm has a market capitalization of $850.84 billion, a P/E ratio of 15.62, a P/E/G ratio of 1.53 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the company posted $4.81 earnings per share. The business’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Robin Leopold sold 966 shares of the business’s 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 sale, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 15,834 shares of company stock worth $4,951,910 in the last three months. Insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on JPM shares. Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Finally, Evercore ISI raised their target price on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 30th. Fifteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $336.32.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Q4 results: JPM reported a top‑and‑bottom‑line beat (revenue and EPS above estimates) and management gave commentary on consumer/corporate trends; investors are focusing on the underlying franchise strength despite a one‑time reserve. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Positive Sentiment: Analyst support: Multiple firms have buy/overweight stances and price targets above current levels (median target noted around $350); Baird also raised its target following Q4, adding upward pressure. Baird Raises JPMorgan (JPM) PT to $280 Following Strong Q4 Results, Robust Credit Quality
• Positive Sentiment: Strategic growth moves: JPMorgan launched a dedicated private capital advisory unit (adds fee‑business scale and cross‑sell opportunities) and is set to take over the Apple Card portfolio from Goldman, both of which increase franchise optionality in higher‑margin areas. JPMorgan sets up dedicated private capital advisory unit
• Neutral Sentiment: Market commentary: JPMorgan strategists view Q4 earnings season as broadly constructive for equities (macro/earnings tone may support cyclical flows but doesn’t change firm fundamentals). JPMorgan says Q4 earnings season likely to reassure despite geopolitical noise
• Neutral Sentiment: Investor chatter: Media/commentators (e.g., Jim Cramer) flagged the stock as “due for a breather” after the post‑earnings move — a reminder that momentum traders may take profits even amid fundamental positives. Jim Cramer on JPMorgan: “It Was Due for a Breather”
• Negative Sentiment: Political/legal risk: President Trump has publicly threatened to sue JPMorgan alleging “debanking” tied to January‑6 actions; the headlines raise reputational and regulatory risk and are stirring social‑media volatility. I’ll be suing…’: Trump threatens lawsuit against JP Morgan, revives ‘debanking’ claims
• Negative Sentiment: Insider selling: Multiple senior executives have sold sizable positions recently (COO, GC and others), and QuiverQuant notes 10 open‑market insider sales in six months — investors often view concentrated insider sales as a near‑term negative signal. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute
• Negative Sentiment: Reserve/credit charge: The quarter included a roughly $2.2B reserve related to the Apple credit card portfolio — while management framed it as prudent, the item introduces near‑term earnings noise and heightened focus on consumer credit trends. JPMorgan Chase Stock (JPM) Opinions on Earnings Report and Political Dispute

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.