Hennion & Walsh Asset Management Inc. Acquires 2,662 Shares of JPMorgan Chase & Co. $JPM

Hennion & Walsh Asset Management Inc. boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 7.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,517 shares of the financial services provider’s stock after purchasing an additional 2,662 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $12,149,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Kingstone Capital Partners Texas LLC raised its position in shares of JPMorgan Chase & Co. by 609,867.5% during the second 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 acquiring an additional 72,885,260 shares during the last quarter. Norges Bank acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at approximately $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings in 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 purchasing an additional 16,727,530 shares during the last quarter. Viking Global Investors LP lifted its position in shares of JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. Finally, Montrusco Bolton Investments Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $485,802,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on JPM shares. Piper Sandler lifted their target price on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. TD Cowen upped their target price on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research report on Monday, December 15th. UBS Group raised their target price on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research note on Tuesday, October 7th. Finally, Royal Bank Of Canada dropped their price target on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. 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 MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $333.90.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $311.48 on Wednesday. The business has a 50-day simple moving average of $315.60 and a 200 day simple moving average of $304.99. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.26, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market capitalization of $847.94 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 1.59 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the firm posted $4.81 earnings per share. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.72%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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: Q4 beat on core metrics — JPM reported adjusted EPS of $5.23 and revenue of ~$46.8B, topping Street estimates, supported by trading and NII strength. Business Wire: Q4 Results
• Positive Sentiment: Higher net interest income outlook — management outlined ~$95B NII (ex‑markets) guidance, which supports earnings power if rates remain elevated. MSN: $95B NII Guidance
• Neutral Sentiment: Management plans elevated tech/AI and payments investment in 2026 — strategic for long‑term competitiveness but implies near‑term expense growth. PYMNTS: Tech & AI Spend
• Neutral Sentiment: CFO signaled regulatory concerns around stablecoins and crypto yield products — positions the bank for conservative policy outcomes but flags industry uncertainty. Cointelegraph: Stablecoin Warning
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) weighed on reported profit, reducing headline net income despite adjusted beat. Reuters: Apple Card Charge
• Negative Sentiment: Investment‑banking fees slipped unexpectedly, missing forecasts — a visible drag on revenue mix and a key reason analysts trimmed enthusiasm. WSJ: IB Fees Miss
• Negative Sentiment: Political/regulatory risk: proposed 10% credit‑card rate cap (and the bank’s public pushback) creates uncertainty for card economics and could pressure future margins if enacted. Reuters: Credit-Card Cap Risk

About JPMorgan Chase & Co.

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.