JPMorgan Chase & Co. $JPM is W.G. Shaheen & Associates DBA Whitney & Co’s 10th Largest Position

W.G. Shaheen & Associates DBA Whitney & Co boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 99,551 shares of the financial services provider’s stock after purchasing an additional 9,219 shares during the quarter. JPMorgan Chase & Co. makes up 2.6% of W.G. Shaheen & Associates DBA Whitney & Co’s portfolio, making the stock its 10th largest position. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in JPMorgan Chase & Co. were worth $32,077,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Legal & General Group Plc boosted its holdings in shares of 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 valued at $5,964,459,000 after purchasing an additional 607,025 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after acquiring an additional 322,735 shares during the last quarter. Boston Partners lifted its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock valued at $2,360,045,000 after acquiring an additional 168,184 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider’s stock valued at $2,147,894,000 after acquiring an additional 31,421 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s Sanjay Mookim said large-cap stocks may act as a safe harbor amid market volatility, a view that can support investor interest in defensive, high-quality financial names like JPM. Largecaps seen as safe harbour amid market volatility: Sanjay Mookim
• Positive Sentiment: JPMorgan was tied to a tokenized U.S. Treasury transaction on the XRP Ledger with Ripple, Mastercard, and Ondo Finance, underscoring its push into digital assets and modernized settlement infrastructure. XRP Price Prediction Strengthens After Ripple, JPMorgan, Mastercard Settle First Cross Border Tokenized Treasury on XRP Ledger
• Neutral Sentiment: Recent articles about JPMorgan’s calls on other stocks, including Oklo, Erasca, and Eos Energy, mainly reflect the bank’s ongoing analyst activity and do not directly change JPM’s own fundamentals.
• Neutral Sentiment: Commentary comparing JPMorgan with Bank of America and other “top financial stocks” keeps JPM in the spotlight as a blue-chip bank, but these pieces are more valuation-focused than catalyst-driven. My Top 3 Financial Stocks for May 2026
• Negative Sentiment: JPMorgan’s macro commentary warned that elevated oil prices could weigh on global growth, corporate earnings, and consumer spending, which could pressure the broader market and financial-sector sentiment if energy costs stay high. Risk of $5 Gas ‘Can No Longer Be Dismissed,’ JPMorgan Says

Wall Street Analysts Forecast Growth

JPM has been the subject of several analyst reports. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Autonomous Res decreased their price objective on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. HSBC raised their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Finally, The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $338.12.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $301.93 on Monday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The stock’s 50-day simple moving average is $299.69 and its 200-day simple moving average is $307.26. JPMorgan Chase & Co. has a fifty-two week low of $252.34 and a fifty-two week high of $337.25. The firm has a market capitalization of $809.04 billion, a price-to-earnings ratio of 14.46, a PEG ratio of 1.47 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the prior year, the firm earned $5.07 EPS. The firm’s revenue was up 10.0% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. This represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 79,849 shares of company stock valued at $24,522,956 in the last 90 days. 0.41% of the stock is currently owned by insiders.

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.