Moran Wealth Management LLC Has $28.12 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Moran Wealth Management LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 13.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,133 shares of the financial services provider’s stock after selling 14,164 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.8% of Moran Wealth Management LLC’s holdings, making the stock its 20th biggest holding. Moran Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $28,115,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Harbor Asset Planning Inc. bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $26,000. Family Legacy Financial Solutions LLC lifted its holdings in 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 buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. boosted its position in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the last quarter. Ryan Investment Management Inc. bought a new position in JPMorgan Chase & Co. in the 2nd quarter valued at $37,000. Finally, Clarity Asset Management Inc. increased its stake in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

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 stock was 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 in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $309.32 on Friday. The stock has a market cap 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 stock has a 50-day moving average of $315.43 and a 200-day moving average of $305.04. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm 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 company earned $4.81 earnings per share. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share 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 $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. UBS Group upped their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday. Wall Street Zen lowered shares of JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, The Goldman Sachs Group raised their price objective on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Fifteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus price target of $336.32.

JPMorgan Chase & Co. News Roundup

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

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.