JPMorgan Chase & Co. $JPM Shares Acquired by Triangle Securities Wealth Management

Key Points

• Triangle Securities Wealth Management raised its stake in JPMorgan Chase by 14.1% to 25,822 shares, now worth $8.145 million and representing about 1.8% of the firm's holdings (its 11th largest position).
• Analysts hold a consensus "Hold" rating on JPM with a mean price target of $329.19 (15 Buys, 9 Holds, 3 Sells), and several firms have recently lifted targets (e.g., TD Cowen to $375).
• JPMorgan beat recent quarterly estimates with $5.07 EPS vs. $4.83 and revenue of $47.12 billion vs. $44.42 billion, and declared a quarterly dividend of $1.50 per share (ex-dividend Jan 6, payable Jan 31), implying a $6 annual payout and ~1.8% yield.

Triangle Securities Wealth Management raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 14.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,822 shares of the financial services provider's stock after buying an additional 3,191 shares during the period. JPMorgan Chase & Co. comprises about 1.8% of Triangle Securities Wealth Management's holdings, making the stock its 11th largest position. Triangle Securities Wealth Management's holdings in JPMorgan Chase & Co. were worth $8,145,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of JPM. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $26,000. Mizuho Securities Co. Ltd. increased its stake in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider's stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC increased its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Ryan Investment Management Inc. acquired a new stake in JPMorgan Chase & Co. during the second quarter worth approximately $37,000. Finally, Christopher J. Hasenberg Inc lifted its position in shares of JPMorgan Chase & Co. by 212.0% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider's stock worth $45,000 after buying an additional 106 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on JPM shares. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research note on Saturday, November 8th. Piper Sandler lifted their target price on JPMorgan Chase & Co. from $332.00 to $336.00 and gave the stock an "overweight" rating in a research report on Wednesday, December 10th. TD Cowen boosted their target price on JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a "buy" rating in a report on Monday, December 15th. Finally, Daiwa Capital Markets upped their target price on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an "outperform" rating in a research report on Wednesday, October 8th. Fifteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $329.19.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan took a concrete step toward tokenization that industry observers say validates a wider shift to tokenized assets — this supports JPM’s long‑term revenue opportunities in custody/prime services and blockchain infrastructure. JPMorgan Just Confirmed My Tokenization Thesis
• Neutral Sentiment: JPMorgan notified IPH Ltd it ceased to be a substantial holder — a routine portfolio/positioning change for the bank’s asset/treasury operations with limited direct impact on JPM shares. JPMorgan Ceases to Be Substantial Holder in IPH Ltd
• Neutral Sentiment: JPMorgan research raised its price target on Cogent Biosciences as part of a sector model update — a sign the firm’s research franchise remains active and influential, but this is about third‑party names rather than JPM’s own earnings. JPMorgan Raises Cogent Biosciences (COGT) PT to $67 on Sector Model Update
• Neutral Sentiment: JPMorgan economists expect “uncomfortably slow” labor‑market growth in H1 2026 with improvement later — this research note tempers near‑term loan/deposit growth expectations but also signals the bank’s macro team sees a rebound later in the year. The job market in 2026 will suffer from ‘uncomfortably slow growth’ in the first half but reverse higher later in the year, JPMorgan says
• Neutral Sentiment: JPMorgan published a broad set of 2026 stock picks that reflect its research depth — useful for investor sentiment but not an earnings driver for JPM itself. JPMorgan’s Top 3 Stocks to Crush the Market in 2026
• Negative Sentiment: Reports that JPMorgan has frozen or blocked accounts tied to stablecoin startups (domestic and LATAM) are generating regulatory and business‑model concerns — could limit future crypto‑related deposit/payment flows and invite scrutiny. Why JPMorgan Is Blocking Stablecoin Startups From U.S. Banking Access
• Negative Sentiment: Regional reports highlight JPMorgan freezing LATAM stablecoin startup accounts — reinforces the perception of tighter access for crypto firms and could pressure fintech revenue opportunities in key geographies. Latam Insights: Venezuela’s USDT Oil Economy, JPMorgan Freezes Latam Stablecoin Startups’ Accounts

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $327.82 on Monday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $330.86. The firm has a 50-day simple moving average of $310.27 and a 200-day simple moving average of $300.81. The company has a market capitalization of $892.40 billion, a price-to-earnings ratio of 16.24, a price-to-earnings-growth ratio of 1.69 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 EPS for the quarter, beating the consensus estimate of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The firm had revenue of $47.12 billion during the quarter, compared to the consensus estimate of $44.42 billion. During the same period in the prior year, the business earned $4.37 EPS. The firm's revenue was up 8.8% compared to the same quarter last year. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 29.72%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. 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 in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.47% of the stock is currently owned by corporate insiders.

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.

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