Spire Wealth Management Boosts Stake in JPMorgan Chase & Co. $JPM

Spire Wealth Management boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,047 shares of the financial services provider’s stock after acquiring an additional 6,528 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.8% of Spire Wealth Management’s investment portfolio, making the stock its 23rd biggest position. Spire Wealth Management’s holdings in JPMorgan Chase & Co. were worth $23,041,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Kingstone Capital Partners Texas LLC increased its holdings in shares of JPMorgan Chase & Co. by 609,867.5% in the second quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider’s stock valued at $21,133,630,000 after purchasing an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC grew its holdings in JPMorgan Chase & Co. by 0.5% in the 2nd 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 buying an additional 300,160 shares in the last quarter. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd 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 period. Finally, Invesco Ltd. boosted its position in shares of JPMorgan Chase & Co. by 4.2% during the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock valued at $4,155,111,000 after acquiring an additional 577,860 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’s 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 sale, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This represents 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 available at the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an “overweight” rating, signalling meaningful upside vs. the current level and supporting buy‑side interest. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed its “buy” rating, adding analyst conviction to the upside narrative after Q4 results. Barclays reaffirms buy
• Positive Sentiment: Fund flows: Mn Services Vermogensbeheer disclosed an increase of ~83,400 JPM shares in its 13F update, a notable institutional add that can provide support. Mn Services increases JPM position
• Positive Sentiment: JPMorgan is creating a new quant trading and research unit to boost electronified, data‑driven trading — a strategic move that could raise trading revenue and margins over time. JPMorgan forms new quant unit
• Neutral Sentiment: DZ Bank reiterated a “neutral” rating — a reminder that not all analysts are bullish and that upside may be uneven. DZ Bank reiterates neutral
• Neutral Sentiment: CEO Jamie Dimon said he plans to remain in the role for “at least” five more years — a stability signal for investors but largely symbolic. Dimon plans to stay 5+ years
• Negative Sentiment: Market reaction to Q4: despite an EPS beat, the stock suffered post‑earnings volatility as investors focused on a one‑time hit from JPM’s Apple Card purchase and weaker bond sales — reminding traders that beats can still trigger profit‑taking. Post-earnings volatility despite EPS beat
• Negative Sentiment: Political/regulatory overhang: proposals to cap credit‑card APRs have ramped up headline risk for card issuers; JPM management has warned such plans would materially reshape lending economics, which keeps a valuation overhang on bank names. Credit-card rate cap risk
• Negative Sentiment: Sector weakness: bank stocks broadly were sold after early earnings season, as investors reassessed valuations and downside from policy/regulatory risks — a headwind that can pressure JPM shares even if fundamentals remain solid. Sector pullback after bank earnings

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on JPM shares. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. HSBC reiterated a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Robert W. Baird set a $280.00 target price on JPMorgan Chase & Co. in a research report on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $336.32.

JPMorgan Chase & Co. Stock Up 0.5%

JPMorgan Chase & Co. stock opened at $309.32 on Friday. The company has a market capitalization of $842.05 billion, a PE ratio of 15.46, a price-to-earnings-growth ratio of 1.50 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 fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm has a 50 day moving average price of $315.43 and a 200 day moving average price of $305.04.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $45.98 billion. During the same period last year, the business posted $4.81 earnings per share. The company’s quarterly revenue was up 7.1% on a year-over-year basis. Research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

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.