JPMorgan Chase & Co. $JPM Shares Sold by Waldron Private Wealth LLC

Waldron Private Wealth LLC lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 10.7% during the fourth quarter, Holdings Channel reports. The fund owned 20,661 shares of the financial services provider’s stock after selling 2,468 shares during the quarter. Waldron Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $6,658,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of JPM. Triangle Securities Wealth Management boosted its stake in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares in the last quarter. Andra AP fonden lifted its holdings in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after buying an additional 3,300 shares during the period. Banco Santander S.A. boosted its stake in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after buying an additional 37,550 shares in the last quarter. Brighton Jones LLC grew its holdings in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. Finally, Rakuten Investment Management Inc. acquired a new position in JPMorgan Chase & Co. during the third quarter worth about $11,350,000. 71.55% of the stock is currently owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the 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 completion of the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on JPM shares. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Piper Sandler reiterated an “overweight” rating and issued a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a report on Monday. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. CICC Research began coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price for the company. Finally, Robert W. Baird upped their price target on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $336.48.

JPMorgan Chase & Co. Trading Up 0.4%

Shares of JPM opened at $295.25 on Thursday. The business’s 50-day moving average price is $299.19 and its 200 day moving average price is $307.36. 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 stock has a market capitalization of $796.28 billion, a P/E ratio of 14.75, a P/E/G ratio of 1.40 and a beta of 1.05. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year 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 EPS for the quarter, beating 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 company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the firm earned $4.81 earnings per share. The business’s quarterly revenue was up 7.1% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s “American Dream” program and $80B small-business lending commitment (plus plans to hire 1,000 bankers) support loan growth and customer expansion — a direct revenue-growth catalyst for the bank. JPMorgan Chase (JPM) Stock Rises on $80 Billion Small Business Lending Commitment
• Positive Sentiment: JPMorgan Asset Management is buying US and UK government bonds (favoring 2–5 year maturities), signaling AM sees value after inflation‑driven selloffs — could boost AM performance and flows if these trades pay off. JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks
• Positive Sentiment: Tech/operations: Mitsubishi will adopt JPMorgan’s blockchain service for faster global fund transfers — a commercial win that supports JPM’s payments/tech strategy. Mitsubishi to Adopt JPMorgan Blockchain Service for Global Fund Transfers
• Positive Sentiment: Several firms reaffirm bullish views (Barclays reaffirmed buy; Piper Sandler reiterated overweight), providing third‑party support for JPM’s outlook. JPMorgan Barclays Reaffirms Buy Piper Sandler Reiterates Overweight for JPMorgan
• Neutral Sentiment: CEO Jamie Dimon has publicly restated a strict return‑to‑office stance — important for culture/efficiency debates but unlikely to move near‑term fundamentals. JPMorgan Chase CEO Jamie Dimon doubles down on return-to-office
• Neutral Sentiment: Management is exploring prediction‑market products — an innovation signal but an early idea with uncertain near‑term revenue impact. JPMorgan Chase Considers Getting Into Prediction Markets Business
• Negative Sentiment: Geopolitical risk (Trump’s Iran rhetoric) pushed Treasury yields higher and increased market volatility — higher yields can lift net interest income but hurt trading/holdings and weigh on investor sentiment. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
• Negative Sentiment: Private‑equity exit volumes have slumped ~36% Y/Y, reducing fee opportunities in M&A and exits — a potential headwind for JPM’s investment‑banking and capital‑markets revenue. Private Equity Sales Slump as AI, War Bring New Stress Fractures
• Negative Sentiment: HSBC trimmed its JPM price target (from $319 to $288), signaling some analyst caution on valuation upside — a modest negative for sentiment. HSBC Adjusts Price Target on JPMorgan Chase
• Negative Sentiment: Coverage noting industry‑wide deposit withdrawals and a tougher backdrop for banks suggests potential funding/retention pressure across large lenders. JPMorgan Chase Faces Challenging Backdrop Driving Large Withdrawals Across Industry

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.