Mutual Advisors LLC Acquires 4,244 Shares of JPMorgan Chase & Co. $JPM

Mutual Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.5% in the third quarter, according to its most recent filing with the SEC. The firm owned 99,334 shares of the financial services provider’s stock after acquiring an additional 4,244 shares during the period. JPMorgan Chase & Co. accounts for 0.6% of Mutual Advisors LLC’s portfolio, making the stock its 20th largest position. Mutual Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $29,258,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. during the second quarter worth about $26,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its stake in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. raised its holdings in JPMorgan Chase & Co. by 450.0% during the 2nd 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 during the period. Finally, Clarity Asset Management Inc. raised its holdings in 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 worth $63,000 after buying an additional 101 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Bespoke municipal-bond accounts — separately managed muni accounts — have grown to about $1.3 trillion, which JPMorgan says is now the largest form of demand aggregation in the municipal market. That underlines recurring-fee and asset-gathering strength for the bank’s wealth and asset-management businesses. JPMorgan says bespoke muni-bond accounts grew to US$1.3 trillion
• Positive Sentiment: Baird upgraded JPMorgan to Neutral after JPM beat Q4 earnings estimates — the upgrade cites JPM’s strong capital position and Q4 performance, which supports the earnings outlook and dividend/ buyback capacity. Baird Upgrades JPMorgan (JPM) to Neutral After Q4 Earnings Beat
• Positive Sentiment: HSBC moved JPM from Reduce to Hold and set a $319 price target, reflecting the stock’s recovery from recent weakness and reinforcing analyst support for the shares. HSBC Upgraded JPMorgan Chase & Co. (JPM) to Hold from Reduce and Set a New $319 Price Target
• Neutral Sentiment: Coverage notes and analyst actions from JPMorgan (price-target moves on other companies, analyst reports) keep the firm visible as a research and trading hub, but these items have limited direct impact on JPM’s own earnings. JPMorgan and Citigroup Lift Price Targets on L3Harris Technologies, Inc. (LHX)
• Neutral Sentiment: Commentary about other companies (e.g., JPMorgan’s analyst calls on Kyndryl, TG Therapeutics) reflects normal sell-side activity but doesn’t materially change JPM’s fundamentals. Kyndryl Slumps Amid CFO Exit, Weak Outlook
• Negative Sentiment: JPMorgan Global Research warns that nationwide home-price forecasts mask sharp declines in parts of the Sun Belt (Florida, Texas) and on the West Coast — a regional housing slump could pressure mortgage originations, home-equity lines and consumer credit in those areas. JPMorgan’s nationwide home price forecast hides a Sun Belt full of pain. Watch out, Florida and Texas
• Negative Sentiment: JPMorgan’s own economists (e.g., David Kelly) flag “soggy consumption, weak job gains and a sour public mood,” signaling macro downside risk to loan growth, trading volumes and fee businesses if consumer activity weakens. Top analyst: Trump’s economy marked by ‘soggy consumption, weak job gains and a sour public mood’

JPMorgan Chase & Co. Trading Down 0.0%

NYSE JPM opened at $322.34 on Tuesday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. 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 50 day moving average of $315.86 and a 200-day moving average of $307.40. The company has a market cap of $877.49 billion, a PE ratio of 16.11, a PEG ratio of 1.57 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $46.77 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the firm posted $4.81 earnings per share. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, equities research analysts anticipate 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. Shareholders of record on Tuesday, January 6th were given 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 was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Loop Capital set a $310.00 target price on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Piper Sandler increased their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $340.18.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’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 transaction of $2,680,923.09. Following 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on 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 completion of the sale, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,868 shares of company stock worth $4,650,596 over the last 90 days. Company insiders own 0.47% of the company’s stock.

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.