JPMorgan Chase & Co. $JPM Shares Acquired by Osprey Private Wealth LLC

Osprey Private Wealth LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 38.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 48,910 shares of the financial services provider’s stock after acquiring an additional 13,580 shares during the period. JPMorgan Chase & Co. accounts for about 5.6% of Osprey Private Wealth LLC’s holdings, making the stock its 3rd biggest holding. Osprey Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $15,428,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. purchased a new position in JPMorgan Chase & Co. during the second quarter valued at $26,000. Mizuho Securities Co. Ltd. increased its stake in shares of JPMorgan Chase & Co. by 450.0% during the second 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 in the last quarter. Family Legacy Financial Solutions LLC raised its position in shares of 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 during the last quarter. Ryan Investment Management Inc. purchased a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $37,000. Finally, Christopher J. Hasenberg Inc lifted its stake in JPMorgan Chase & Co. by 212.0% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after buying an additional 106 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of several research reports. Deutsche Bank Aktiengesellschaft boosted their price objective on JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research note on Tuesday, September 30th. Truist Financial boosted their price target on JPMorgan Chase & Co. from $319.00 to $330.00 and gave the stock a “hold” rating in a research report on Thursday. Daiwa Capital Markets increased their price objective on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research note on Wednesday, October 8th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Barclays upped their target price on shares of JPMorgan Chase & Co. from $330.00 to $342.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Fifteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $329.19.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $316.68 on Friday. The business’s 50 day moving average price is $307.83 and its 200 day moving average price is $298.43. The company has a market cap of $862.09 billion, a price-to-earnings ratio of 15.69, a PEG ratio of 1.64 and a beta of 1.08. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $322.88.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same period in the prior year, the business earned $4.37 EPS. The firm’s quarterly revenue was up 8.8% on a year-over-year basis. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Truist raised its price target on JPM to $330 (from $319), signaling continued analyst confidence and providing upside guidance that can support share demand. Truist raises JPMorgan price target
• Positive Sentiment: Keefe, Bruyette & Woods published a bullish note forecasting strong price appreciation for JPM, which can attract momentum investors ahead of quarterly results. KBW bullish forecast on JPMorgan
• Positive Sentiment: JPMorgan’s private‑equity group raised over $1.4 billion for fund investments — a sign of healthy fee-generation and LP demand that supports the bank’s asset-gathering and alternative‑fees businesses. WSJ: JPMorgan private-equity fundraising
• Positive Sentiment: JPMorgan launched a tokenized money fund and executives highlighted encouraging tokenization usage — product innovation that could grow low-cost deposit alternatives and fee opportunities in digital asset services. MSN: JPMorgan launches tokenized money fund
• Neutral Sentiment: JPMorgan research is flagging that AI hype may have peaked and that 2026 will focus more on profits — guidance that could reallocate flows across sectors and affect market volatility more than JPM’s fundamentals directly. JPMorgan warns AI hype peaked
• Neutral Sentiment: JPMorgan quant teams warned of “extreme crowding” in a handful of speculative growth names — a market‑structure call that highlights JPM research influence but is a mixed prompt for bank trading and prime-brokerage flow. MSN: JPMorgan quants warn of crowding
• Neutral Sentiment: JPMorgan analysts updated models in their North American utilities coverage (including DTE Energy); this is a research housekeeping item that demonstrates the bank’s analyst activity but has limited direct impact on JPM shares. JPMorgan updates utilities models
• Neutral Sentiment: Northern Technologies extended a JPMorgan credit facility maturity — a small lending update that shows routine client relationships for JPM’s lending business. TipRanks: Northern Technologies extends JPM loan
• Negative Sentiment: Bloomberg reports a lawsuit alleging JPMorgan steered Black advisers to poorer areas — a reputational and potential legal risk that could pressure sentiment and invite regulatory scrutiny. Bloomberg: Suit alleges adviser steering

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction dated 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 directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Company 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.