JPMorgan Chase & Co. $JPM is NewEdge Advisors LLC’s 9th Largest Position

11 Dec 2025, 11:38 by Doug Wharley · The Cerbat Gem

NewEdge Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 23.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 830,470 shares of the financial services provider’s stock after purchasing an additional 156,977 shares during the quarter. JPMorgan Chase & Co. makes up about 1.2% of NewEdge Advisors LLC’s investment portfolio, making the stock its 9th biggest position. NewEdge Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $240,761,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Kingstone Capital Partners Texas LLC lifted its position in 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 buying an additional 72,885,260 shares during the period. Geode Capital Management LLC grew its holdings in JPMorgan Chase & Co. by 0.5% in the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after buying an additional 300,160 shares during the period. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $10,295,209,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of JPMorgan Chase & Co. by 5.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 18,441,044 shares of the financial services provider’s stock worth $4,523,588,000 after acquiring an additional 890,553 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on JPM. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 15th. The Goldman Sachs Group lowered their price target on JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a research report on Friday, December 5th. Wells Fargo & Company lifted their price objective on JPMorgan Chase & Co. from $345.00 to $350.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $325.48.

Get Our Latest Report on JPM

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the stock in a transaction on Friday, November 7th. The shares were 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 $18,240,769.68. This represents a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $309.90 on Thursday. The firm has a fifty day simple moving average of $306.40 and a 200-day simple moving average of $295.85. The company has a market capitalization of $843.62 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 1.56 and a beta of 1.08. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $322.25. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26.

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 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same period in the prior year, the company posted $4.37 EPS. The firm’s revenue for the quarter was up 8.8% on a year-over-year basis. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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 paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.72%.

About JPMorgan Chase & Co.

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