JPMorgan Chase & Co. $JPM Stock Position Boosted by NewEdge Wealth LLC

NewEdge Wealth LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 450,230 shares of the financial services provider’s stock after buying an additional 11,721 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.0% of NewEdge Wealth LLC’s investment portfolio, making the stock its 7th largest position. NewEdge Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $140,328,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC lifted its stake in shares of JPMorgan Chase & Co. by 92.6% in the 3rd 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. Mizuho Securities Co. Ltd. lifted its stake in shares of JPMorgan Chase & Co. by 450.0% in the 2nd 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. Collier Financial purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth $60,000. Finally, Clarity Asset Management Inc. increased its position in shares of JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock worth $22,067,932 over the last ninety days. Company insiders own 0.47% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Management flagged higher 2026 NII, mid‑teen IB fee growth and a ~10% increase in tech spend to roughly $19.8B — signaling durable revenue drivers and reinvestment to capture AI-led efficiency gains. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Positive Sentiment: Goldman Sachs (Richard Ramsden) reiterated a Buy, citing an upgraded 2026 growth outlook, AI-driven productivity and strong capital deployment capacity — a vote of confidence that likely supports the rally. JPMorgan: Buy Rating Backed by Upgraded 2026 Growth Outlook
• Positive Sentiment: CEO Jamie Dimon stressed JPMorgan expects to be “a winner” in the AI race and described plans for large-scale redeployment of employees — investors are treating this as evidence JPM can convert tech spend into competitive advantage. Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce
• Positive Sentiment: JPMorgan’s participation in industry AI governance initiatives and partnerships (Agentic AI Foundation membership) reinforces its role in shaping standards and commercial AI deployments — positive for enterprise positioning. Circle, JPMorgan and Huawei Sign on to Agentic AI Governance Effort
• Neutral Sentiment: Truist trimmed its JPM price target slightly (from $334 to $330) — a modest technical note that doesn’t alter the constructive analyst tone. Truist adjusts price target on JPMorgan Chase
• Neutral Sentiment: JPMorgan continues routine corporate lending activity (e.g., ~ $100M credit facility to Archer Meat Snacks) — credit wins but not market-moving by themselves. Archer Meat Snacks Secures Nearly $100 Million Credit Facility from J.P. Morgan
• Negative Sentiment: Dimon also issued a stark warning that current conditions and some rival banks’ looser lending resemble pre‑2008 behavior and that his “anxiety is high” about the next credit cycle — that caution can pressure broader financial multiples despite JPM’s relative strength. Jamie Dimon Says His ‘Anxiety is High’ Over What Could Cause the Next Financial Crisis

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. The Goldman Sachs Group lifted their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Finally, Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average target price of $339.55.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $303.49 on Thursday. The firm has a 50 day moving average of $314.00 and a two-hundred day moving average of $308.32. The stock has a market capitalization of $818.51 billion, a PE ratio of 15.17, a P/E/G ratio of 1.43 and a beta of 1.07. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.81 earnings per share. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

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.