Vawter Financial Ltd. Buys 2,877 Shares of JPMorgan Chase & Co. $JPM

Vawter Financial Ltd. grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 309.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,808 shares of the financial services provider’s stock after acquiring an additional 2,877 shares during the period. Vawter Financial Ltd.’s holdings in JPMorgan Chase & Co. were worth $1,201,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of JPM. North Star Asset Management Inc. increased its position in JPMorgan Chase & Co. by 1.5% in the third quarter. North Star Asset Management Inc. now owns 78,286 shares of the financial services provider’s stock worth $24,694,000 after purchasing an additional 1,143 shares during the period. Waddell & Associates LLC boosted its stake in shares of JPMorgan Chase & Co. by 20.9% in the 3rd quarter. Waddell & Associates LLC now owns 13,327 shares of the financial services provider’s stock valued at $4,204,000 after purchasing an additional 2,305 shares during the last quarter. Zhang Financial LLC grew its position in shares of JPMorgan Chase & Co. by 2.7% during the 3rd quarter. Zhang Financial LLC now owns 19,968 shares of the financial services provider’s stock worth $6,299,000 after buying an additional 526 shares during the period. Prestige Wealth Management Group LLC raised its stake in shares of JPMorgan Chase & Co. by 1.2% during the third quarter. Prestige Wealth Management Group LLC now owns 14,483 shares of the financial services provider’s stock worth $4,568,000 after buying an additional 171 shares during the last quarter. Finally, Aspen Wealth Strategies LLC lifted its holdings in JPMorgan Chase & Co. by 1.7% in the third quarter. Aspen Wealth Strategies LLC now owns 8,172 shares of the financial services provider’s stock valued at $2,578,000 after buying an additional 136 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

JPM has been the topic of a number of recent analyst reports. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a research report on Tuesday, February 3rd. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $339.55.

Insider Buying and Selling

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction 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 approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Stock Performance

JPM opened at $297.51 on Tuesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The firm has a market cap of $802.39 billion, a P/E ratio of 14.87, a price-to-earnings-growth ratio of 1.24 and a beta of 1.07. The business’s fifty day moving average is $313.00 and its 200-day moving average is $308.63.

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

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is expanding its physical and digital footprint — the bank plans to open 160+ new branches, renovate nearly 600 locations and step up AI investments to improve efficiency and risk controls. That combination can support deposit growth, local market share and long‑term cost savings from automation. A Look At JPMorgan Chase (JPM) Valuation As Branch Expansion And AI Plans Take Shape
• Neutral Sentiment: CEO Jamie Dimon publicly warns of complacency in markets after tepid reactions to Middle East strikes — a high‑profile warning that may influence investor sentiment but doesn’t change fundamentals immediately. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Neutral Sentiment: Dimon continued to discuss AI’s long‑term impact (saying it could eventually shorten the workweek) and downplayed regulatory/stablecoin issues — commentary that highlights JPMorgan’s strategic focus on AI but is more thematic than immediately P&L‑moving. JPMorgan CEO Jamie Dimon Says AI Could Lead To Four-Day Work Week
• Negative Sentiment: Operational and geopolitical risk: JPMorgan (and peers) have shifted staff in the Middle East to remote work amid strikes on Iran/UAE targets — that signals elevated regional risk, potential disruptions to in‑market operations and contingency costs. Geopolitical volatility also increases market and credit risk exposure. JPMorgan, Citi shift to remote work in Middle East amid Iran conflict
• Negative Sentiment: Macro risk to consumer and credit outlook: JPMorgan strategists flagged a pathway for oil to reach ~$120/barrel if the Middle East conflict persists — higher fuel costs can pressure consumer spending, increase delinquencies and challenge the bank’s consumer-credit outlook. That undermines margin expectations on retail lending even if trading revenue could temporarily rise. Here’s how oil can reach $120 per barrel, according to JPMorgan strategists
• Negative Sentiment: Legal/risk headline: JPMorgan is named in a lawsuit by Tricolor noteholders alleging ignored audit red flags in ABS deals — an ongoing litigation risk that could create headlines, legal costs or reputation impact if it develops. JPM, BCS & FITB Sued by Tricolor Noteholders Over Alleged Red Flags

JPMorgan Chase & Co. 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.