JPMorgan Chase & Co. (NYSE:JPM) Trading 2.2% Higher Following Analyst Upgrade

JPMorgan Chase & Co. (NYSE:JPM) shot up 2.2% during trading on Tuesday after Robert W. Baird upgraded the stock from an underperform rating to a neutral rating. Robert W. Baird now has a $280.00 price target on the stock. JPMorgan Chase & Co. traded as high as $316.25 and last traded at $314.9570. 11,038,747 shares changed hands during trading, a decline of 8% from the average session volume of 12,015,135 shares. The stock had previously closed at $308.14.

Several other research analysts have also recently commented on JPM. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Finally, Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average target price of $336.82.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of the 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 completion of the transaction, 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 sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the company’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 $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,834 shares of company stock valued at $4,951,910 in the last quarter. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: J.P. Morgan research remains aggressively bullish on gold, publishing multi‑thousand dollar targets that are driving renewed trading and retail demand for bullion — a trend that can lift JPM’s trading, prime brokerage and markets revenue. Article Title
• Positive Sentiment: JPMorgan is developing a new local‑currency frontier market debt index — a product move that can attract ETF/asset‑manager licensing fees and broaden fee revenue sources over time. Article Title
• Neutral Sentiment: JPMorgan flags potential new ETF distribution-fee dynamics after shifts in zero‑commission broker economics — a signal the bank is watching market structure changes that could eventually create new revenue levers or competitive pressures for ETF sponsors and brokers. Article Title
• Neutral Sentiment: JPMorgan Private Bank’s family‑office report highlights AI as the dominant investment theme and very low crypto allocations — reinforcing JPM’s role in wealth advisory and potentially increasing mandate wins in growth/AI strategies (but not materially boosting near‑term trading from crypto). Article Title
• Negative Sentiment: Analyst action: Robert W. Baird moved JPM from Underperform to Neutral with a $280 price target — the stated target implies downside versus current levels and can weigh on sentiment despite the rating change. Finviz
• Negative Sentiment: Legacy/legal and reputational headlines persist: claims around silver market activity and scrutiny of past trading have resurfaced, reminding investors of litigation and compliance risk that could lead to fines or reputational costs. Article Title
• Negative Sentiment: Employee benefits news (firms matching contributions to politically framed accounts) has generated some reputational headlines that can be distracting for management and investors focused on governance. Article Title

Institutional Trading of JPMorgan Chase & Co.

Several institutional investors have recently modified their holdings of JPM. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter worth $10,295,209,000. Laurel Wealth Advisors LLC lifted its stake in JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Danske Bank A S acquired a new position in shares of JPMorgan Chase & Co. in the third quarter worth about $696,885,000. Holocene Advisors LP increased its position in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after acquiring an additional 1,964,958 shares in the last quarter. Finally, Viking Global Investors LP raised its holdings in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after acquiring an additional 1,870,386 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 2.2%

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 stock has a market cap of $857.40 billion, a price-to-earnings ratio of 15.74, a price-to-earnings-growth ratio of 1.49 and a beta of 1.07. The business’s 50 day moving average is $314.95 and its 200 day moving average is $306.55.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the company posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% compared to the same quarter last year. Equities analysts expect 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 was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s 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.