JPMorgan Chase & Co. $JPM Shares Acquired by Weaver Capital Management LLC

Weaver Capital Management LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 14.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 17,542 shares of the financial services provider’s stock after acquiring an additional 2,213 shares during the quarter. JPMorgan Chase & Co. comprises 1.2% of Weaver Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding. Weaver Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $5,533,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in JPM. Kingstone Capital Partners Texas LLC lifted its position in shares of JPMorgan Chase & Co. by 609,867.5% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock worth $21,133,630,000 after buying an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC boosted its stake in JPMorgan Chase & Co. by 0.5% in the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after acquiring an additional 300,160 shares in the last quarter. Norges Bank purchased a new position in JPMorgan Chase & Co. during the 2nd quarter worth approximately $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of JPMorgan Chase & Co. by 5.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock valued at $4,523,588,000 after acquiring an additional 890,553 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in shares of 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 worth $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Wells Fargo raised its price target on JPMorgan to $360 and kept an Overweight rating, signaling continued analyst confidence and providing short-term upside to investor expectations. Wells Fargo raises PT on JPMorgan
• Positive Sentiment: JPMorgan launched a “Special Advisory Services” unit to sell deeper advisory expertise (AI, cybersecurity, other strategic areas) to clients — a revenue-accretive, high-margin offering that can boost fee income and client engagement. JPMorgan forms special advisory group
• Positive Sentiment: JPMorgan provided a $100M capital facility to Equify Financial to expand commercial lending — a concrete example of originations and syndication activity that supports net interest income and fee pipelines. Equify secures $100M facility with JPMorgan
• Positive Sentiment: Unusual options activity: traders bought ~264,572 JPM call options (a ~305% jump vs. average daily call volume), indicating heavy bullish positioning by some market participants and possible short-term buy pressure.
• Neutral Sentiment: JPMorgan is projected to post quarterly earnings this week (scheduled consensus focus). Given recent beats, expectations are elevated — earnings will be a catalyst but are not unexpected. JPMorgan projected to post earnings
• Neutral Sentiment: Market stories highlight JPMorgan joining the >$900B market-cap club and its relative valuation versus peers — supportive context for long-term flows but not an immediate fundamental change. MarketWatch on JPMorgan’s $900B club
• Negative Sentiment: Media coverage of CEO Jamie Dimon’s large 2025 compensation (reported ~$770M) and commentary on deregulation/dealmaking can raise governance/public perception concerns and invite political or reputational scrutiny — a potential headline risk. NYTimes: Dimon compensation and deregulation

Insider Activity

In related news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.47% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Monday. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Barclays upped their price objective on shares of JPMorgan Chase & Co. from $342.00 to $391.00 and gave the stock an “overweight” rating in a research report on Monday. Piper Sandler lifted their target price on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Finally, Evercore ISI boosted their price target on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 30th. Fifteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus target price of $332.00.

JPMorgan Chase & Co. Stock Up 2.6%

JPM opened at $334.09 on Tuesday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market cap of $909.47 billion, a price-to-earnings ratio of 16.55, a PEG ratio of 1.60 and a beta of 1.07. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The business’s fifty day moving average is $313.45 and its two-hundred day moving average is $303.14.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping 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 business had revenue of $47.12 billion during the quarter, compared to the consensus estimate of $44.42 billion. During the same quarter in the previous year, the company posted $4.37 EPS. The business’s revenue was up 8.8% on a year-over-year basis. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

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.