Touchstone Capital Inc. Purchases Shares of 7,991 JPMorgan Chase & Co. $JPM

Touchstone Capital Inc. acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,991 shares of the financial services provider’s stock, valued at approximately $2,521,000. JPMorgan Chase & Co. accounts for approximately 1.3% of Touchstone Capital Inc.’s holdings, making the stock its 19th biggest holding.

A number of other large investors have also recently made changes to their positions in the stock. Creative Planning boosted its holdings 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 worth $395,695,000 after buying an additional 29,844 shares during the period. Aviva PLC lifted its position 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 acquiring an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management lifted 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 acquiring an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. boosted its stake in shares of JPMorgan Chase & Co. by 16.9% in the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $534,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $303.22 on Friday. The firm has a fifty day simple moving average of $314.57 and a two-hundred day simple moving average of $305.51. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a market capitalization of $825.44 billion, a P/E ratio of 15.15, a PEG ratio of 1.48 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the company earned $4.81 EPS. On average, 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. Stockholders of record on Tuesday, January 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insider Buying and Selling

In other news, insider Robin Leopold sold 966 shares of the business’s 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 transaction, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,834 shares of company stock worth $4,951,910 in the last 90 days. Company insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on JPM. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. CICC Research began coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Loop Capital set a $310.00 target price on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Finally, Daiwa Capital Markets boosted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus target price of $336.32.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Big‑bank fundamentals remain supportive — the industry recap shows strong Q4 profit results for major banks, helping underpin JPM’s earnings outlook and investor confidence. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Positive Sentiment: Analysts and institutional flows appear resilient — several notes and coverage updates show buy ratings and commentary that JPM can withstand headline noise, which helps limit downside from political/legal stories. JPMorgan Chase Stock (JPM) Defies Trump’s $5B Lawsuit
• Neutral Sentiment: Debt issuance completed — JPM completed $6 billion of public offers, a financing action that is likely routine but worth noting for short‑term balance‑sheet and funding metrics. JPMorgan Chase Issues $6 Billion in New Debt
• Neutral Sentiment: JPMorgan publicly disputes the lawsuit’s merits — the bank issued a statement saying it does not close accounts for political reasons and will defend itself, which should limit immediate reputational escalation. JPMorganChase Statement Regarding President Trump’s Lawsuit
• Neutral Sentiment: Portfolio rebalancing item — JPMorgan no longer reports as a substantial holder in Telix Pharmaceuticals; small housekeeping item without clear impact on JPM’s core operations. JPMorgan Ceases to Be Substantial Holder in Telix Pharmaceuticals
• Negative Sentiment: Major lawsuit filed by former President Trump seeking $5B for alleged “political” debanking — this creates headline and legal risk, potential discovery/regulatory exposure, and political noise; however, analysts note the claim is small relative to JPM’s scale (the amount is a small fraction of annual revenue). Monitor legal filings and any wider regulatory follow‑up. Trump Sues JPMorgan for Closing His Bank Accounts for Political Reasons
• Negative Sentiment: CEO compensation jump to $43M (roughly a 10% increase) may attract governance and political criticism — a near‑term PR negative that could amplify scrutiny given the simultaneous lawsuit naming CEO Jamie Dimon. JPMorgan CEO Jamie Dimon’s pay rises to $43 million in 2025

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.