IFP Advisors Inc Raises Stake in JPMorgan Chase & Co. $JPM

IFP Advisors Inc increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.6% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 48,897 shares of the financial services provider’s stock after buying an additional 2,594 shares during the quarter. IFP Advisors Inc’s holdings in JPMorgan Chase & Co. were worth $15,424,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in JPM. Mizuho Securities Co. Ltd. grew its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC lifted its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $35,000. Finally, Collier Financial bought a new position in JPMorgan Chase & Co. during the third quarter valued at $60,000. Institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other 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 sale, the chief executive officer directly 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 71,596 shares of company stock worth $22,067,932 over the last quarter. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.1%

NYSE:JPM opened at $287.91 on Friday. The company has a market cap of $776.50 billion, a P/E ratio of 14.39, a P/E/G ratio of 1.19 and a beta of 1.06. The stock’s fifty day moving average price is $303.18 and its two-hundred day moving average price is $307.94. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results 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. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on JPM. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Wells Fargo & Company cut their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $340.00.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Proposal to loosen bank capital rules would free up capital for buybacks, dividends and lending, which should boost returns for big banks including JPMorgan. Big Banks Win Big With Proposal to Loosen Capital Rules
• Positive Sentiment: J.P. Morgan Asset Management launched two active Equity Premium Yield ETFs (ROCY, ROCQ), expanding its derivative-income product suite — a potential recurring fee stream. J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq
• Positive Sentiment: New wealth-management push targeting athletes (Athlete Council with high-profile partners) can deepen relationships and generate advisory and deposit flows over time. JPMorganChase Partners With Sports Legends to Help Athletes Master Their Money
• Positive Sentiment: JPMorgan Payments partnered with Mastercard to roll out a virtual card in Europe — product expansion that could boost commercial payments revenue. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Positive Sentiment: JPMorgan is sole mandated lead arranger on a ~$2B loan for Korea Zinc’s U.S. critical-minerals plant — a win for fee income and advisory. Korea Zinc Seeks $2 Billion Loan for US Critical Minerals Plant
• Positive Sentiment: Board declared a $1.50 quarterly dividend (ex-dividend Apr 6) — supports yield-oriented investor appeal and signals capital return commitment. JPMorgan Chase declares $1.50 dividend
• Neutral Sentiment: JPMorgan paused underwriting a $5.3B Qualtrics debt sale after weak demand — highlights episodic stress in syndicated debt markets but limited direct impact on JPM’s core franchise. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Unusually large put-option flow: traders bought ~135,219 puts on JPM (a ~58% rise vs. average), suggesting elevated hedging or bearish bets that can amplify intraday volatility. (internal options flow report)
• Negative Sentiment: JPMorgan strategists cut the S&P 500 year-end target to 7,200, warning that higher oil (and Middle East conflict) could shave corporate earnings — a cautious outlook that can hurt financial-sector sentiment. S&P 500 Price Target Slashed to 7,200 by JPMorgan on Recession Risks
• Negative Sentiment: Rising oil prices and escalating Middle East tensions are prompting investor risk-off that has pressured bank stocks broadly; JPM strategists warn investors may be complacent about the Iran war’s market impact. JPMorgan Strategists Say Investors Are Complacent on Iran War
• Negative Sentiment: Coverage pieces flag JPMorgan’s positioning against private credit and potential friction as that market re-prices — a strategic hedge but one that could get “messy” if stress rises. How JPMorgan Chase Is Betting Against Private Credit and Why It Could Get Messy

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.