Tcfg Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 137.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,252 shares of the financial services provider’s stock after buying an additional 4,770 shares during the period. Tcfg Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,603,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in the business. Mizuho Securities Co. Ltd. grew its stake in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the third quarter worth about $32,000. Family Legacy Financial Solutions LLC lifted its holdings in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the period. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $35,000. Finally, Collier Financial bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
More JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Declared a quarterly cash dividend of $1.50 per share (yield ~2.1%), boosting income appeal for yield-seeking investors. JPMorgan Chase declares $1.50 dividend
- Positive Sentiment: Operational expansion: JPMorgan is consolidating and expanding in Boston (adding ~300 jobs, new branches) and strengthening its China investment-banking leadership — moves aimed at revenue growth in key U.S. and Asia markets. JPMorgan Expands Boston Presence And China Banking To Broaden Growth Drivers
- Positive Sentiment: Senior hire: JPMorgan poached Goldman veteran Yi Zhang to serve as co-head of China investment banking, bolstering its Asia deal capabilities. This should support advisory and underwriting pipelines in the region over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
- Neutral Sentiment: Corporate calendar: JPMorgan set its Q1 2026 earnings release and conference call for April 14 — investors will get fresh results and management commentary that could move the stock. JPMorganChase to Host First-Quarter 2026 Earnings Call
- Negative Sentiment: Risk-off in private credit: Reports say JPMorgan is tightening lending to private-credit funds and marking down loans used as collateral — a sign of caution that raises concerns about potential losses or reduced fee income tied to alternative-credit exposure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
- Negative Sentiment: Underwriting/loan-market strain: JPMorgan and other banks halted a proposed $5.3B debt deal for Qualtrics after weak investor demand, highlighting fragile demand in leveraged loan/junk markets and potential headwinds for syndicated lending and underwriting revenue. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks
- Negative Sentiment: Sector/market pressure: Analyst commentary and sector selloffs (financials underperforming) are weighing on JPMorgan’s multiple and technicals, helping explain recent downside despite solid Q4 earnings and durable fundamentals. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
Wall Street Analysts Forecast Growth
Check Out Our Latest Analysis on JPM
Insider Buying and Selling
In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. 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 in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 value of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock valued at $22,067,932 in the last three months. Insiders own 0.47% of the company’s stock.
JPMorgan Chase & Co. Stock Performance
NYSE:JPM opened at $286.88 on Wednesday. The company has a 50-day moving average of $304.81 and a 200-day moving average of $308.22. The firm has a market cap of $773.72 billion, a price-to-earnings ratio of 14.34, a price-to-earnings-growth ratio of 1.18 and a beta of 1.06. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 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 business had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm earned $4.81 EPS. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is 29.99%.
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.
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