Occidental Asset Management LLC Has $10.60 Million Position in JPMorgan Chase & Co. $JPM

Occidental Asset Management LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 32,887 shares of the financial services provider’s stock after acquiring an additional 2,177 shares during the period. JPMorgan Chase & Co. accounts for about 1.3% of Occidental Asset Management LLC’s portfolio, making the stock its 18th biggest position. Occidental Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $10,597,000 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 JPM. Roxbury Financial LLC grew its stake in shares of JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares during the last quarter. Collective Family Office LLC raised its stake in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares during the period. Rialto Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the period. Finally, TradeWell Securities LLC. grew its position in 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 during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Proposed easing of bank capital rules could free up tens of billions of capital for large banks, potentially increasing JPMorgan’s lending capacity and return on equity if the rule changes are finalized. Read More.
• Positive Sentiment: JPMorgan is leading large financing for buyouts and high‑yield issuance — including an ~$8B junk‑bond package and bigger loan tranche for the Electronic Arts buyout — which should boost fee income and lending revenue. Read More.
• Positive Sentiment: JPMorgan expanded credit exposure to Core Scientific by $500M (bringing the facility to $1B), signaling additional loan revenue and deeper involvement in AI/data‑center financing. Read More.
• Positive Sentiment: The bank rolled out a hedging product for AI‑related debt risk, showing product innovation that can drive trading and advisory revenue as clients manage new technology exposures. Read More.
• Neutral Sentiment: CEO Jamie Dimon commented on geopolitical risk (Iran) and long‑term stability prospects — useful context for macro outlook but with limited immediate financial impact on JPM’s fundamentals. Read More.
• Neutral Sentiment: Industry reports note JPMorgan’s work on tokenized deposits/on‑chain cash (Kinexys) — a strategic, longer‑term initiative that positions the bank in digital payment plumbing but has gradual revenue implications. Read More.
• Neutral Sentiment: Leadership hire in India (senior country officer from HSBC) signals local market investment and franchise build‑out; relevant for long‑term growth but not an immediate earnings driver. Read More.
• Negative Sentiment: Small insider sale disclosed (433 shares) — a modest signal but not material; investors watch insider activity for sentiment. Read More.
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may damp investor sentiment and make guidance/earnings the near‑term focus for the stock. Read More.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $292.14 on Wednesday. The company has a market cap of $787.90 billion, a P/E ratio of 14.60, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The business has a fifty day moving average of $301.26 and a two-hundred day moving average of $307.84. 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. (NYSE:JPM) last posted its quarterly earnings results 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 analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 EPS. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Analysts Set New Price Targets

JPM has been the topic of several recent research reports. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. Finally, Wells Fargo & Company reduced their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $340.00.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the 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 directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,029 shares of company stock valued at $22,195,693 in the last ninety days. Company insiders own 0.47% of the company’s stock.

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.