Wealth Science Advisors LLC Makes New Investment in JPMorgan Chase & Co. $JPM

Wealth Science Advisors LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 3,112 shares of the financial services provider’s stock, valued at approximately $1,003,000. JPMorgan Chase & Co. accounts for 0.6% of Wealth Science Advisors LLC’s holdings, making the stock its 22nd largest holding.

Several other large investors have also recently added to or reduced their stakes in JPM. Danske Bank A S bought a new position in JPMorgan Chase & Co. during the 3rd quarter worth $696,885,000. Holocene Advisors LP increased its position in JPMorgan Chase & Co. by 1,033.3% during the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after buying an additional 1,964,958 shares during the period. Viking Global Investors LP increased its position in JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after buying an additional 1,870,386 shares during the period. California Public Employees Retirement System increased its position in JPMorgan Chase & Co. by 19.6% during the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock worth $2,086,806,000 after buying an additional 1,082,913 shares during the period. Finally, Legal & General Group Plc increased its position in JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after buying an additional 607,025 shares during the period. Institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Named co-lead on a roughly $13 billion financing for Meta’s El Paso data center — a large corporate finance mandate that should produce meaningful fees and reinforce JPMorgan’s lead position in tech infrastructure lending. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal – Reuters
• Positive Sentiment: Hired Morgan Stanley’s Boyle to lead private equity secondaries — strategic senior hire that bolsters JPMorgan’s alternatives/PE capabilities and fee‑generating product set. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries – Bloomberg
• Positive Sentiment: JPMorgan’s dividend‑focused ETFs are highlighted as offering >6% yields and continue to attract income investors — positive for AUM growth and recurring fee income. 3 Best JPMorgan Dividend ETFs Offering Over 6% Passive Income in 2026 – TipRanks
• Positive Sentiment: HSBC raised its price target on JPM to $312 (from $288) while keeping a hold — a modest analyst lift that can support sentiment alongside other positive flow/news. HSBC Adjusts Price Target on JPMorgan Chase & Co. – MarketScreener
• Positive Sentiment: Brokerage coverage remains constructive on balance — an aggregate “Moderate Buy” rating from brokerages can help underwrite near‑term demand. JPMorgan Chase Given Average Rating of ‘Moderate Buy’ – AmericanBankingNews
• Neutral Sentiment: Disclosure that J.P. Morgan Securities PLC holds a ~5% stake in Hexagon Composites — a regulatory filing (informational; limited direct impact on JPM’s core franchise). JPMorgan Chase Discloses 5% Stake in Hexagon Composites – TipRanks
• Neutral Sentiment: Jefferies reaffirmed a neutral rating — keeps analyst sentiment mixed and suggests limited near‑term catalyst from that shop. Jefferies Reaffirms Neutral on JPMorgan – MarketScreener
• Negative Sentiment: Market chatter that major banks (including JPMorgan) are exploring ways to offload data‑center risk amid AI buildout — signals risk aversion or reduced balance‑sheet/credit exposure which could limit upside from infrastructure lending. Market Chatter: JPMorgan Chase, Other Major Banks Seek to Offload Risks Tied to Data Centers – Yahoo
• Negative Sentiment: Political/public pressure: reporting that President Trump accuses big banks (including JPMorgan) of discrimination against conservatives — a reputational/regulatory narrative that can increase headline risk and potential policy scrutiny. Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives – WSJ
• Negative Sentiment: Officials warn about AI‑driven bank account hacks — elevated cybersecurity risk is a sectorwide headwind that could raise compliance and technology costs for large banks. Bessent Warns of Threat of AI-Powered Bank Account Hacks – PYMNTS

Insider Activity

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 71,908 shares of company stock valued at $22,065,882. 0.41% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Evercore increased their price objective on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Truist Financial raised their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. HSBC raised their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday. Finally, Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $337.12.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $307.71 on Tuesday. The stock’s 50-day simple moving average is $299.19 and its 200 day simple moving average is $307.06. The firm has a market capitalization of $825.35 billion, a PE ratio of 14.74, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a twelve month low of $248.83 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s revenue was up 10.0% compared to the same quarter last year. During the same period last year, the firm posted $5.07 earnings per share. On average, analysts anticipate that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

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.