Berman McAleer LLC Purchases New Position in JPMorgan Chase & Co. $JPM

Berman McAleer LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,104 shares of the financial services provider’s stock, valued at approximately $1,925,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Creative Planning increased its holdings in 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 buying an additional 29,844 shares in the last quarter. Aviva PLC grew 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 buying an additional 126,742 shares during the period. Triangle Securities Wealth Management increased its stake in shares of JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after purchasing an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. grew its holdings in JPMorgan Chase & Co. by 16.9% during 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 period. Finally, Gladwyn Financial Advisors Inc. bought a new stake in JPMorgan Chase & Co. during the second quarter valued at about $534,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on JPM. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Piper Sandler raised their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Keefe, Bruyette & Woods upped their price objective on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $340.18.

JPMorgan Chase & Co. Trading Up 4.0%

Shares of JPM stock opened at $322.47 on Monday. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The stock has a market capitalization of $877.85 billion, a price-to-earnings ratio of 16.12, a price-to-earnings-growth ratio of 1.57 and a beta of 1.07. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The stock’s 50-day moving average price is $315.59 and its 200-day moving average price is $307.22.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the company earned $4.81 earnings per share. The firm’s revenue was up 7.1% on a year-over-year basis. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: HSBC raised its rating on JPM to Hold following Q4 results, signaling that JPM’s quarterly beat and revenue growth are persuading some sell‑side analysts to become less negative. JPMorgan Chase raised to Hold at HSBC after Q4 results
• Positive Sentiment: JPMorgan strategists highlighted crypto opportunities — arguing bitcoin may be more attractive than gold long-term — which supports JPM’s growing crypto product efforts and could boost fee and trading revenue expectations. Bitcoin May Now Be More Attractive Than Gold Long-Term, Says JPMorgan Strategist
• Positive Sentiment: JPMorgan’s move into regulated stablecoins (JPMD on Base) and banks’ broader stablecoin adoption reinforce JPM’s fintech/crypto positioning, a potential new revenue stream and strategic differentiator. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Neutral Sentiment: JPMorgan completed a $3 billion subordinated notes offering — a capital markets action that strengthens funding/capital but can raise near‑term funding costs; investors will watch regulatory and capital ratios. JPMorgan Chase completes $3 billion subordinated notes offering
• Neutral Sentiment: Coverage and market debates about JPMorgan’s tech strategy and whether recent rate‑driven gains are already priced in leave valuation questions — important for medium/long‑term investors. JPMorgan’s Tech Ambitions Are Real, but Is the Stock a Buy After Rate-Driven Gains?
• Neutral Sentiment: Robert W. Baird moved JPM to “Neutral” (an upgrade in institutional sentiment but not a bullish rating), signaling mixed analyst views despite the beat. Robert W. Baird Upgrades JPMorgan Chase & Co. (NYSE:JPM) to “Neutral”
• Negative Sentiment: JPMorgan commentary that Kevin Warsh would “make the case for rate cuts” (if selected to lead the Fed) raises the prospect of easier policy — a potential headwind for net interest margin and bank profitability. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations from a high‑profile crypto lawyer claiming JPMorgan manipulates bitcoin are reputationally negative and could attract regulatory/PR scrutiny, though such claims don’t yet show concrete legal exposure. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,868 shares of company stock valued at $4,650,596 over the last 90 days. 0.47% of the stock is owned by corporate insiders.

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.