Joel Isaacson & Co. LLC Purchases 3,477 Shares of JPMorgan Chase & Co. $JPM

Joel Isaacson & Co. LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 6.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,423 shares of the financial services provider’s stock after acquiring an additional 3,477 shares during the period. JPMorgan Chase & Co. comprises about 0.7% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 26th largest holding. Joel Isaacson & Co. LLC’s holdings in JPMorgan Chase & Co. were worth $18,113,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Creative Planning raised its stake in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares during the period. Aviva PLC increased its holdings in shares of JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management raised its position in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the period. Kelman Lazarov Inc. lifted its stake in shares of JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after buying an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $534,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have weighed in on JPM shares. HSBC reissued a “hold” rating and issued a $245.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Piper Sandler boosted their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. UBS Group upped their price objective on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, October 7th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $336.32.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business’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 $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 15,834 shares of company stock worth $4,951,910. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan projects resilient 2026 net interest income (NII) — management is guiding roughly $103B of NII for 2026, signaling the bank expects loan growth, higher card balances and deposit gains to offset rate cuts; that outlook supports earnings durability. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: JPMorgan will match the government’s one-time $1,000 contribution to new children’s “Trump Accounts” for eligible employees — the bank’s participation (and announced employee match) could seed long-term customer relationships, increase deposits and generate interchange/card revenue. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: Quarterly results and profitability backdrop remain solid — JPMorgan’s Jan. 13 quarter beat EPS and revenue estimates, with healthy net margins and ROE that underpin investor confidence in the franchise. (Background: NYSE: JPM quarterly release)
• Positive Sentiment: Short interest fell materially in January — short interest dropped ~13.6% to ~20.1M shares as of Jan. 15, reducing short-squeeze risk and removing some downward pressure on the shares.
• Neutral Sentiment: Asset-management product expansion: J.P. Morgan Asset Management launched a new international active ETF (JIDE) — expands fee-bearing product set but has limited near-term impact on bank-level earnings. JPMorgan International Dynamic ETF (JIDE) launch
• Neutral Sentiment: JPMorgan research and positioning items — firm published sector picks, top shorts and coverage notes (e.g., Vertiv pick, gold/peer commentary). These underscore JPM’s analyst visibility but don’t directly move the bank’s stock. JPMorgan Favors Vertiv
• Negative Sentiment: Some market commentary downplays JPM’s upside vs. challengers — an opinion piece recommends buying Nu Holdings instead of JPMorgan, which can feed rotation flows out of legacy banks into fintech/growth names and create short-term headwinds. Should You Forget JPMorgan and Buy Nu Holdings Stock Instead?

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $306.18 on Friday. The firm’s 50 day simple moving average is $314.59 and its 200 day simple moving average is $306.02. The firm has a market capitalization of $833.49 billion, a price-to-earnings ratio of 15.30, a P/E/G ratio of 1.47 and a beta of 1.07. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

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.