Wilmington Savings Fund Society FSB Sells 83,172 Shares of JPMorgan Chase & Co. $JPM

Wilmington Savings Fund Society FSB lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 24.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 257,719 shares of the financial services provider’s stock after selling 83,172 shares during the period. JPMorgan Chase & Co. makes up 1.9% of Wilmington Savings Fund Society FSB’s portfolio, making the stock its 8th biggest position. Wilmington Savings Fund Society FSB’s holdings in JPMorgan Chase & Co. were worth $81,292,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Peterson Wealth Advisors LLC increased its position in 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 worth $635,000 after purchasing an additional 33 shares in the last quarter. Rialto Wealth Management LLC increased its position in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after acquiring an additional 33 shares in the last quarter. TradeWell Securities LLC. raised its stake in shares of JPMorgan Chase & Co. by 0.3% in 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 lifted its holdings in shares of JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after acquiring an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC boosted its position in JPMorgan Chase & Co. by 0.3% during the 3rd 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 currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Up 0.3%

Shares of JPMorgan Chase & Co. stock opened at $287.68 on Thursday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a market capitalization of $775.88 billion, a PE ratio of 14.38, a P/E/G ratio of 1.19 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The business has a 50-day moving average of $304.03 and a 200-day moving average of $308.08.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched a high-profile athlete wealth-management push, recruiting Tom Brady, Dwyane Wade and Megan Rapinoe to attract professional athletes — a potential growth driver for fee-based wealth revenues and brand. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
• Positive Sentiment: JPMorgan Payments and Mastercard launched a virtual card product in Europe targeting AP/industry verticals — expands payments product set and could boost transaction revenues. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Positive Sentiment: The firm declared a $1.50 quarterly dividend (annualized yield ~2.1%) — supports income investors and signals capital return capacity. JPMorgan Chase declares $1.50 dividend
• Positive Sentiment: JPMorgan is expanding hiring and office presence (adding ~300 jobs in Boston) and strengthening China IBD leadership — constructive for long‑term revenue diversification. JPMorgan Expands Boston Presence And China Banking To Broaden Growth Drivers
• Neutral Sentiment: JPMorgan analysts adjusted coverage on other companies (e.g., lowered IBM target after Confluent deal) — routine research moves that have limited direct impact on JPM stock but reflect the bank’s active equity research role. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Neutral Sentiment: Market commentary from JPMorgan warns retail/Gen Z investors may be at risk following influencer-driven trading trends — topical market guidance rather than firm P&L news. J.P. Morgan Says Gen Z Is ‘At Risk’
• Negative Sentiment: JPMorgan strategists warned investors are complacent about the Iran war; rising oil (Brent north of $100) and a potential $90 oil shock could materially hurt equity markets and household wealth — a clear macro headwind to bank trading and broader market sentiment. JPMorgan Strategists Say Investors Are Complacent on Iran War
• Negative Sentiment: JPMorgan and other banks halted a planned $5.3B debt financing for Qualtrics after weak investor demand and AI-related concerns — reflects underwriting and credit-market strain that can weigh on investment banking fees and risk appetite. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Reports of JPMorgan tightening lending to private-credit funds and marking down collateralized loans highlight credit/market-risk management measures that can signal stress in leveraged credit markets. JPMorgan Chase & Co Tightening Private Credit Funds
• Negative Sentiment: Financial-sector headlines show banks trading softer and broader sector pressure — this cyclical weakness is pressuring JPM shares despite firm-specific positives. Sector Update: Financial Stocks Softer Wednesday Afternoon

Insiders Place Their Bets

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction on 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 sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on 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 directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. 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 target price on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $340.00.

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.