Hennion & Walsh Asset Management Inc. Increases Stock Holdings in JPMorgan Chase & Co. $JPM

Hennion & Walsh Asset Management Inc. increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,479 shares of the financial services provider’s stock after buying an additional 2,962 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $13,365,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Chatham Capital Group Inc. lifted its stake in JPMorgan Chase & Co. by 1.1% during the 4th quarter. Chatham Capital Group Inc. now owns 15,680 shares of the financial services provider’s stock valued at $5,052,000 after acquiring an additional 170 shares in the last quarter. Johnson Bixby & Associates LLC bought a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $209,000. Woodstock Corp grew its stake in shares of JPMorgan Chase & Co. by 0.9% in the 4th quarter. Woodstock Corp now owns 68,892 shares of the financial services provider’s stock worth $22,198,000 after acquiring an additional 582 shares in the last quarter. Goelzer Investment Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 1.5% in the fourth quarter. Goelzer Investment Management Inc. now owns 66,060 shares of the financial services provider’s stock valued at $21,286,000 after purchasing an additional 976 shares during the last quarter. Finally, AMI Investment Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 3.5% in the fourth quarter. AMI Investment Management Inc. now owns 28,969 shares of the financial services provider’s stock valued at $9,335,000 after purchasing an additional 992 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on JPM shares. Truist Financial cut their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Piper Sandler restated an “overweight” rating and issued a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a research note on Monday. Finally, HSBC reduced their target price on JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $336.48.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’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 completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 in the last three months. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM opened at $294.66 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm has a 50-day moving average of $299.02 and a 200 day moving average of $307.27. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market cap of $794.70 billion, a P/E ratio of 14.73, a PEG ratio of 1.41 and a beta of 1.05.

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

JPMorgan Chase & Co. Dividend Announcement

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

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan Asset Management is buying shorter-dated government debt (two-to-five year Treasuries, gilts and similar) after a global selloff, signaling the firm sees value in parts of the curve and is protecting/positioning its fixed‑income books. This could stabilize trading and asset-management returns if yields retreat. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration Income ETF (JPIE) has delivered strong cumulative returns and steady distributions since inception — a positive for asset-management fee income and client retention in a volatile bond market. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception
• Positive Sentiment: JPMorgan is launching/ backing tax‑advantaged and return‑of‑capital ETFs (e.g., ROCY), expanding its product lineup and potential fee pools in asset management. Incremental product launches help diversify revenue. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan plans to hire ~1,000 bankers to expand small-business lending — a direct growth push that should support net interest income if loan demand and spreads hold. JPMorgan to Hire 1,000 Bankers, Boost Lending in Small Business Push
• Neutral Sentiment: CEO Jamie Dimon reiterated a push for return-to-office, a cultural/operational stance that may affect hiring and retention but has limited near-term earnings impact. Jamie Dimon renews return-to-office push
• Neutral Sentiment: Management is exploring “prediction markets” as a future customer product — a potential new revenue avenue but still early-stage and likely immaterial near term. JPMorgan could enter prediction markets
• Neutral Sentiment: JPMorgan disclosed portfolio moves (ceasing a holding in IPH; taking a notifiable stake in Hexagon Composites) — routine portfolio/strategic activity with limited direct impact on JPM stock. JPMorgan Group Ceases to Be Substantial Holder in IPH Ltd. JPMorgan Takes Notifiable 6.6% Stake in Hexagon Composites
• Negative Sentiment: HSBC cut JPMorgan’s price target from $319 to $288 (hold), a negative analyst move that can pressure sentiment and headline-driven flows. HSBC adjusts price target on JPMorgan
• Negative Sentiment: Industry-wide large withdrawals and weaker deal activity (private-equity sales down, subdued exits) create a tougher backdrop for deposit bases and investment-banking fees, which could weigh on JPM’s revenue. JPMorgan faces challenging backdrop driving large withdrawals Private Equity Sales Slump as AI, War Bring New Stress Fractures
• Negative Sentiment: Geopolitical escalation (Trump’s comments on Iran) pushed yields higher and volatility up; rising rates can depress bond prices and create mark-to-market losses in trading and securities inventories, pressuring near-term earnings. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern

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.