Pittenger & Anderson Inc. Acquires 4,409 Shares of JPMorgan Chase & Co. $JPM

Pittenger & Anderson Inc. grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.7% during the 3rd quarter, Holdings Channel reports. The fund owned 61,723 shares of the financial services provider’s stock after buying an additional 4,409 shares during the period. Pittenger & Anderson Inc.’s holdings in JPMorgan Chase & Co. were worth $19,469,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Banyan Capital Management Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at $606,000. Impact Partnership Wealth LLC lifted its position in JPMorgan Chase & Co. by 18.0% during the third quarter. Impact Partnership Wealth LLC now owns 6,650 shares of the financial services provider’s stock valued at $2,098,000 after purchasing an additional 1,014 shares in the last quarter. Ritter Daniher Financial Advisory LLC DE grew its holdings in JPMorgan Chase & Co. by 9.4% during the third quarter. Ritter Daniher Financial Advisory LLC DE now owns 21,123 shares of the financial services provider’s stock valued at $6,663,000 after purchasing an additional 1,814 shares during the period. Tandem Investment Advisors Inc. increased its position in JPMorgan Chase & Co. by 25.1% in the third quarter. Tandem Investment Advisors Inc. now owns 1,168 shares of the financial services provider’s stock worth $368,000 after buying an additional 234 shares in the last quarter. Finally, SYM FINANCIAL Corp raised its stake in shares of JPMorgan Chase & Co. by 8.5% in the third quarter. SYM FINANCIAL Corp now owns 10,970 shares of the financial services provider’s stock worth $3,460,000 after buying an additional 862 shares during the period. 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: 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

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer directly 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 14,868 shares of company stock valued at $4,650,596 in the last quarter. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $322.47 on Monday. The company has a market cap of $877.85 billion, a P/E ratio of 16.12, a P/E/G ratio of 1.57 and a beta of 1.07. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The firm’s fifty day moving average is $315.59 and its two-hundred day moving average is $307.22.

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

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. 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 dividend payout ratio (DPR) is currently 29.99%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on JPM shares. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Truist Financial set a $334.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price on the stock. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $340.18.

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.