SMART Wealth LLC Sells 5,394 Shares of JPMorgan Chase & Co. $JPM

SMART Wealth LLC lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 66.0% in the third quarter, Holdings Channel.com reports. The firm owned 2,779 shares of the financial services provider’s stock after selling 5,394 shares during the period. SMART Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $877,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at approximately $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after purchasing an additional 16,727,530 shares during the last quarter. Viking Global Investors LP lifted its position in shares of JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares in the last quarter. International Assets Investment Management LLC acquired a new position in JPMorgan Chase & Co. during the second quarter worth $458,104,000. Finally, KBC Group NV increased its stake in JPMorgan Chase & Co. by 56.3% in the 2nd quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider’s stock valued at $744,072,000 after buying an additional 924,915 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock worth $22,067,932 in the last 90 days. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Down 4.3%

JPM stock opened at $297.50 on Tuesday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The business’s 50 day simple moving average is $314.60 and its 200 day simple moving average is $308.29. 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 firm has a market capitalization of $802.36 billion, a PE ratio of 14.87, a PEG ratio of 1.51 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the business posted $4.81 earnings per share. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on JPM. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Keefe, Bruyette & Woods upped their price objective on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Management reiterated that markets revenue can grow in the mid‑teens and framed AI as a strategic growth area — a stronger revenue outlook and a clear AI strategy can support valuation if execution follows through. Read More.
• Positive Sentiment: Jamie Dimon said he will remain CEO “for a few years,” which reduces near‑term succession uncertainty and may be seen as stabilizing by long‑term investors. Read More.
• Positive Sentiment: Management emphasized AI as a competitive, long‑term investment (client engagement, product differentiation) — if AI investments drive new fee streams or efficiency gains, that supports medium‑term earnings. Read More.
• Neutral Sentiment: J.P. Morgan Securities reduced a small institutional stake in Rana Gruber ASA below 5% — routine portfolio adjustments by the bank’s subsidiary; limited direct impact on JPM’s stock. Read More.
• Neutral Sentiment: The company held an investor update to detail strategy and outlook — such events can move sentiment short term but mostly reprice expectations based on guidance and Q&A. Read More.
• Negative Sentiment: JPMorgan plans to spend ~ $19.8 billion on technology this year (up ~ $2B), a massive near‑term cost increase that pressures margins until benefits materialize — investors are sensitive to big, persistent cost ramps. Read More.
• Negative Sentiment: Management was repeatedly pressed on AI and quantified software exposure at the investor session — signaling investor concern about AI‑linked operational and credit risks that can increase uncertainty and volatility. Read More.
• Negative Sentiment: Shares fell amid a sectorwide risk‑off tied to private‑credit and AI‑linked credit fears; rising concerns about credit quality can hurt bank multiples and raise loan‑loss reserve expectations. Read More.
• Negative Sentiment: JPMorgan confirmed it closed accounts tied to Donald Trump after Jan. 6 (now part of litigation) and faces renewed reputational/legal scrutiny — legal exposure and headline risk can weigh on sentiment. Read More.
• Negative Sentiment: Elevated insider selling and high trading volumes were flagged in market data — heavy insider sales and institutional position moves can amplify downside in a risk‑off session. Read More.

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.