Tokio Marine Asset Management Co. Ltd. raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 92,290 shares of the financial services provider’s stock after acquiring an additional 2,722 shares during the quarter. JPMorgan Chase & Co. makes up 1.0% of Tokio Marine Asset Management Co. Ltd.’s portfolio, making the stock its 17th biggest position. Tokio Marine Asset Management Co. Ltd.’s holdings in JPMorgan Chase & Co. were worth $29,111,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Sumitomo Mitsui Trust Group Inc. raised its stake in JPMorgan Chase & Co. by 0.5% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider’s stock valued at $2,147,894,000 after buying an additional 31,421 shares in the last quarter. Cornell Pochily Investment Advisors Inc. increased its holdings in shares of JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Cornell Pochily Investment Advisors Inc. now owns 16,711 shares of the financial services provider’s stock valued at $5,271,000 after acquiring an additional 80 shares during the last quarter. Elite Wealth Management Inc. increased its holdings in shares of JPMorgan Chase & Co. by 427.2% in the 3rd quarter. Elite Wealth Management Inc. now owns 4,075 shares of the financial services provider’s stock valued at $1,285,000 after acquiring an additional 3,302 shares during the last quarter. First Horizon Corp acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $42,942,000. Finally, Pinnacle Bancorp Inc. lifted its stake in JPMorgan Chase & Co. by 4.3% during the third quarter. Pinnacle Bancorp Inc. now owns 20,868 shares of the financial services provider’s stock worth $6,582,000 after purchasing an additional 857 shares during the last quarter. Institutional investors own 71.55% 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: Wall Street remains constructive: multiple firms have buy/overweight ratings and a median 6‑month price target near $350, signaling continued analyst conviction that JPM can outperform. Analyst Sentiment & Price Targets
- Positive Sentiment: Heavy bullish options flow: traders bought an unusually large volume of JPM calls (reported ~113k contracts), which often signals speculative bullish positioning or hedging ahead of catalysts. Options Flow Report
- Positive Sentiment: Target/upgrade activity: Baird raised its JPM price target following strong Q4 results and robust credit trends — a near-term supportive datapoint for investors. Baird Raise
- Positive Sentiment: Business expansion: JPMorgan announced a dedicated private capital advisory unit, widening fee-generating advisory capabilities in alternatives/private capital. This supports revenue diversification. Private Capital Unit
- Neutral Sentiment: Lobbying disclosure: JPM reported $1.12M in Q4 lobbying covering bank structure, capital rules, AI/fintech, BSA/AML, digital assets and consumer protections — shows active engagement with regulators but creates uncertainty on how rules will evolve. Lobbying Update
- Neutral Sentiment: JPM strategists say Q4 earnings season should be broadly constructive for markets — a contextual note that earnings could support the bank if trends remain intact. Strat Comment on Q4
- Negative Sentiment: Significant insider selling: multiple senior JPM executives have sold stock in recent months (COO, General Counsel, other leaders), which can be perceived negatively even if sales are for diversification or compensation needs. Insider Selling
- Negative Sentiment: Political/legal headline risk: former President Trump has publicly threatened to sue JPM over alleged ‘debanking’ — this political dispute increases reputational and event‑risk volatility for the stock. Trump Threatens Lawsuit
Insider Activity at JPMorgan Chase & Co.
Analyst Upgrades and Downgrades
Several analysts have weighed in on JPM shares. TD Cowen boosted their target price on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Robert W. Baird set a $280.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. KGI Securities increased their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Evercore ISI lifted their target price on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Fifteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $336.32.
JPMorgan Chase & Co. Trading Down 3.2%
NYSE:JPM opened at $302.41 on Wednesday. The stock has a market cap of $823.24 billion, a price-to-earnings ratio of 15.11, a PEG ratio of 1.53 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The business has a fifty day moving average of $315.05 and a 200-day moving average of $305.55.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.
JPMorgan Chase & Co. Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.
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.
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