JPMorgan Chase & Co. $JPM is Kimelman & Baird LLC’s Largest Position

02 Dec 2025, 11:40 by Sarita Garza · The Markets Daily

Kimelman & Baird LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 244,063 shares of the financial services provider’s stock after selling 491 shares during the quarter. JPMorgan Chase & Co. makes up approximately 5.8% of Kimelman & Baird LLC’s investment portfolio, making the stock its biggest holding. Kimelman & Baird LLC’s holdings in JPMorgan Chase & Co. were worth $70,756,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of JPM. Harbor Asset Planning Inc. purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $26,000. MJT & Associates Financial Advisory Group Inc. bought a new position in JPMorgan Chase & Co. in the first quarter worth about $28,000. University of Illinois Foundation purchased a new stake in shares of JPMorgan Chase & Co. during the first quarter valued at about $30,000. Mizuho Securities Co. Ltd. lifted its position in shares of JPMorgan Chase & Co. by 450.0% during the second 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. Finally, Ryan Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $37,000. Institutional investors own 71.55% of the company’s stock.

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 value of $301,314.72. Following the completion of the sale, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. Citigroup increased their target price on shares of JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a research report on Wednesday, September 24th. Keefe, Bruyette & Woods increased their price objective on JPMorgan Chase & Co. from $330.00 to $354.00 and gave the company an “outperform” rating in a report on Friday, October 10th. Evercore ISI raised their price objective on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 30th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 15th. Finally, Morgan Stanley increased their price target on JPMorgan Chase & Co. from $336.00 to $338.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 15th. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus target price of $326.38.

Check Out Our Latest Stock Report on JPM

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $308.89 on Tuesday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $322.25. The firm has a market capitalization of $840.88 billion, a P/E ratio of 15.30, a PEG ratio of 1.84 and a beta of 1.14. The stock has a 50-day simple moving average of $306.82 and a two-hundred day simple moving average of $293.74. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.88 and a current ratio of 0.86.

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

JPMorgan Chase & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, October 31st. Shareholders of record on Monday, October 6th were given a dividend of $1.50 per share. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.40. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Monday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.72%.

JPMorgan Chase & Co. Profile

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