RWA Wealth Partners LLC Has $123.16 Million Stake in JPMorgan Chase & Co. $JPM

RWA Wealth Partners LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the third quarter, HoldingsChannel reports. The institutional investor owned 390,461 shares of the financial services provider’s stock after selling 40,823 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.4% of RWA Wealth Partners LLC’s investment portfolio, making the stock its 11th largest holding. RWA Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $123,163,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Peterson Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares in the last quarter. Rialto Wealth Management LLC increased its holdings in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares during the period. TradeWell Securities LLC. raised its position in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares in the last quarter. Sharkey Howes & Javer raised its position in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after buying an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after acquiring an additional 34 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts recently issued reports on JPM shares. Truist Financial decreased their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a research note on Tuesday, February 3rd. Piper Sandler upped their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Finally, The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: J.P. Morgan Asset Management hired Stephanie Davis as Head of Private Wealth Alternatives and added senior sales leadership—moves that expand fee-based private-wealth offerings and could lift asset-management revenue over time. Read More.
• Positive Sentiment: CEO Jamie Dimon urged that stablecoin issuers who pay interest should meet bank-like capital, liquidity and AML rules—policy pressure that could curb fintech competition and benefit regulated banks like JPM if enacted. Read More.
• Positive Sentiment: JPMorgan is pursuing a two-pronged growth strategy: accelerating branch expansion in underserved U.S. markets while stepping up AI investments to improve efficiency and risk controls—this mix targets both deposit growth and longer-term cost/efficiency gains. Read More.
• Positive Sentiment: JPMorgan bankers highlight AI’s potential to transform credit markets and trading workflows, which could boost trading margins and cut costs if deployment scales as planned. Read More.
• Neutral Sentiment: Dimon called the $5bn “debanking” lawsuit by former President Trump without merit but acknowledged the reputational sensitivity around account closures—limits legal risk but keeps regulatory/PR issues on investors’ radars. Read More.
• Neutral Sentiment: JPMorgan analysts warned of an “oil shock” scenario that could push crude toward $120/barrel and recommended European oil majors—this forecast implies greater market volatility (good for some trading revenues, riskier for consumer inflation). Read More.
• Neutral Sentiment: The firm temporarily shifted U.S. staff in the Middle East to remote work amid Iran tensions—operational precaution with limited direct financial impact but highlights geopolitical risk exposure. Read More.
• Negative Sentiment: Dimon warned the next credit cycle could be “worse than normal” and flagged complacency in markets and potential inflation risks tied to Middle East conflict—comments increase investor concern about loan losses, reserves and market volatility. Read More.
• Negative Sentiment: JPMorgan is named in a new lawsuit from Tricolor noteholders alleging ignored audit red flags in ABS deals—ongoing litigation could mean legal exposure or reputational costs if it escalates. Read More.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $300.62 on Wednesday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a market capitalization of $810.78 billion, a PE ratio of 15.02, a P/E/G ratio of 1.23 and a beta of 1.06. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The stock has a 50-day moving average price of $312.50 and a two-hundred day moving average price of $308.70.

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

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the sale, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,596 shares of company stock valued at $22,067,932 in the last quarter. Insiders own 0.47% of the company’s stock.

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.