Spirepoint Private Client LLC Increases Stock Position in JPMorgan Chase & Co. $JPM

Spirepoint Private Client LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 38.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,113 shares of the financial services provider’s stock after purchasing an additional 7,289 shares during the period. Spirepoint Private Client LLC’s holdings in JPMorgan Chase & Co. were worth $8,237,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the business. Harbor Asset Planning Inc. purchased a new position in JPMorgan Chase & Co. in the second quarter worth $26,000. Mizuho Securities Co. Ltd. grew its stake in shares of 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 purchasing an additional 90 shares during the period. Family Legacy Financial Solutions LLC increased its holdings 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 purchasing an additional 50 shares in the last quarter. Ryan Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $37,000. Finally, Christopher J. Hasenberg Inc lifted its stake in shares of JPMorgan Chase & Co. by 212.0% in the second quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 106 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the company’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 transaction of $301,314.72. Following the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Barclays upped their price target on JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. CICC Research started coverage on JPMorgan Chase & Co. in a report on Wednesday. They set an “outperform” rating for the company. KGI Securities boosted their target price on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research report on Wednesday, October 15th. Finally, The Goldman Sachs Group raised their price target on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Fifteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $333.90.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Q4 beat on core metrics — JPM reported adjusted EPS of $5.23 and revenue of ~$46.8B, topping Street estimates, supported by trading and NII strength. Business Wire: Q4 Results
• Positive Sentiment: Higher net interest income outlook — management outlined ~$95B NII (ex‑markets) guidance, which supports earnings power if rates remain elevated. MSN: $95B NII Guidance
• Neutral Sentiment: Management plans elevated tech/AI and payments investment in 2026 — strategic for long‑term competitiveness but implies near‑term expense growth. PYMNTS: Tech & AI Spend
• Neutral Sentiment: CFO signaled regulatory concerns around stablecoins and crypto yield products — positions the bank for conservative policy outcomes but flags industry uncertainty. Cointelegraph: Stablecoin Warning
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) weighed on reported profit, reducing headline net income despite adjusted beat. Reuters: Apple Card Charge
• Negative Sentiment: Investment‑banking fees slipped unexpectedly, missing forecasts — a visible drag on revenue mix and a key reason analysts trimmed enthusiasm. WSJ: IB Fees Miss
• Negative Sentiment: Political/regulatory risk: proposed 10% credit‑card rate cap (and the bank’s public pushback) creates uncertainty for card economics and could pressure future margins if enacted. Reuters: Credit-Card Cap Risk

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $311.48 on Wednesday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The business has a fifty day moving average of $315.60 and a 200-day moving average of $304.99. The stock has a market cap of $847.94 billion, a price-to-earnings ratio of 15.43, a price-to-earnings-growth ratio of 1.59 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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 return on equity of 17.18% and a net margin of 20.90%.The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the business posted $4.81 EPS. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.72%.

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.