Integrated Advisors Network LLC Purchases 2,753 Shares of JPMorgan Chase & Co. $JPM

Integrated Advisors Network LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,027 shares of the financial services provider’s stock after purchasing an additional 2,753 shares during the quarter. JPMorgan Chase & Co. comprises 0.9% of Integrated Advisors Network LLC’s investment portfolio, making the stock its 19th biggest holding. Integrated Advisors Network LLC’s holdings in JPMorgan Chase & Co. were worth $20,511,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Peterson Wealth Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after buying an additional 33 shares in the last quarter. Rialto Wealth Management LLC lifted its position in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 33 shares during the period. TradeWell Securities LLC. lifted its position in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after acquiring an additional 34 shares during the period. Sharkey Howes & Javer boosted its stake in JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after acquiring an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC grew its holdings in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $299.43 on Thursday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock has a 50-day moving average of $311.90 and a 200 day moving average of $308.64. The company has a market capitalization of $807.57 billion, a price-to-earnings ratio of 14.96, a PEG ratio of 1.24 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. During the same quarter in the prior year, the business earned $4.81 EPS. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. On average, sell-side analysts forecast 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. Shareholders of record on Tuesday, January 6th were given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Analyst Ratings Changes

JPM has been the subject of several recent research reports. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the company a “hold” rating in a research report on Thursday, February 5th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $339.55.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: J.P. Morgan Asset Management bolstered its private-wealth alternatives team with senior hires to deepen advisor coverage and grow fee-bearing businesses, a revenue-positive move for the asset-management franchise. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan is expanding its physical footprint (160+ new branches, ~600 renovations) and increasing AI investment — a long-term growth and distribution push that should support deposit growth and fee income. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
• Neutral Sentiment: JPMorgan published its 2027 earnings-call schedule (dates for each quarter), a routine disclosure that helps investors plan but has no direct earnings surprise. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan’s leadership on stablecoin regulation and comments that stablecoin issuers paying interest should face bank-like rules signal the firm’s regulatory stance; this is strategic positioning more than an immediate earnings driver. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
• Negative Sentiment: CEO Jamie Dimon’s public warnings — citing rising complacency in markets and a potentially worse-than-normal credit cycle — are shifting investor sentiment toward risk-off for banks, increasing concern about future loan losses and capital needs. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Negative Sentiment: Geopolitical tensions (Strait of Hormuz disruption / Iran conflict) and JPMorgan analyses warning of materially higher oil prices are elevating macro and inflation risk — a headwind for investor sentiment and a source of uncertainty for credit and markets exposure. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks JPMorgan: Oil Prices Could Hit $120 Per Barrel

Insider Buying and Selling at JPMorgan Chase & Co.

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 stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by corporate insiders.

About JPMorgan Chase & Co.

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.