Vanguard Personalized Indexing Management LLC Purchases 10,042 Shares of JPMorgan Chase & Co. $JPM

Vanguard Personalized Indexing Management LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 452,698 shares of the financial services provider’s stock after buying an additional 10,042 shares during the period. JPMorgan Chase & Co. makes up 1.5% of Vanguard Personalized Indexing Management LLC’s holdings, making the stock its 9th biggest position. Vanguard Personalized Indexing Management LLC’s holdings in JPMorgan Chase & Co. were worth $142,892,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Peterson Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares during the period. Sharkey Howes & Javer grew its position in JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after buying an additional 34 shares in the last quarter. Granite Group Advisors LLC increased its stake in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after acquiring an additional 34 shares during the period. Finally, JFS Wealth Advisors LLC raised its holdings in JPMorgan Chase & Co. by 0.4% in the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after acquiring an additional 35 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on JPM shares. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a report on Thursday, October 23rd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Finally, Daiwa Capital Markets upped their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $336.82.

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 on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,834 shares of company stock worth $4,951,910 in the last 90 days. Corporate insiders own 0.47% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Private Bank published a family-office report showing 89% of family offices hold no crypto and that AI is the dominant investment theme — a finding that reinforces demand for JPMorgan’s private-banking advisory services and research capabilities. Family offices shun crypto despite hype, with 89% holding no digital assets: JPMorgan Private Bank
• Positive Sentiment: JPMorgan is developing a new index to track frontier-market local-currency bonds — a product move that could capture investor demand for diversified higher-yield fixed-income and generate fee revenue if adopted. JPMorgan working on new local currency debt index: Sources
• Positive Sentiment: JPMorgan research remains influential on macro/commodities flows — its bullish longer-term view on gold (despite recent pullbacks) supports trading and asset-allocation activity across client desks. That positions the bank well for trading revenue if volatility persists. Gold’s longer-term investment case intact despite pullback, J.P. Morgan says with view to $6,300
• Neutral Sentiment: JPMorgan flagged potential new ETF distribution/fee dynamics after Robinhood’s changes — an industry note that may influence product design and broker economics but is not an immediate revenue swing for JPM. JPMorgan Flags A New ETF Fee Risk As Robinhood’s Zero-Commission Era Backfires
• Neutral Sentiment: JPMorgan disclosed it exited a substantial shareholder position in Treasury Wine Estates — a routine balance-sheet/portfolio move by the firm’s asset-management/treasury operations with limited direct impact on the bank’s core franchise. JPMorgan Exits Substantial Shareholder Position in Treasury Wine Estates
• Neutral Sentiment: JPMorgan’s analysts issued a sell call on Iren (an Australian AI/cloud provider), which sent that stock sharply lower — this reflects JPM’s analyst activity influencing other names but doesn’t materially change JPM’s fundamentals. Iren Stock Plunges 15% as JPMorgan Makes Sell Call Ahead of Q2 Earnings
• Negative Sentiment: An analyst move lifted JPMorgan from “underperform” to “neutral” at Robert W. Baird but with a $280 price target — roughly below the current market level — which could cap upside or add short-term selling pressure. Finviz (Baird upgrade summary)
• Negative Sentiment: Coverage of a reported $500M Abu Dhabi stake in a Trump-linked crypto venture sparked debate over political influence and how big banks manage crypto-related risk — a reputational/regulatory discussion that can increase scrutiny on large banks’ risk oversight. Trump Crypto Deal Triggers JPMorgan Risk Debate After $500M Abu Dhabi Stake Revelation

JPMorgan Chase & Co. Trading Up 0.8%

NYSE JPM opened at $317.28 on Thursday. 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 market cap of $863.72 billion, a price-to-earnings ratio of 15.86, a price-to-earnings-growth ratio of 1.54 and a beta of 1.07. The business’s fifty day moving average is $315.37 and its 200 day moving average is $306.79.

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

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

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.