Wealthcare Advisory Partners LLC Increases Position in JPMorgan Chase & Co. $JPM

Wealthcare Advisory Partners LLC lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 25.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 70,018 shares of the financial services provider’s stock after purchasing an additional 14,026 shares during the period. Wealthcare Advisory Partners LLC’s holdings in JPMorgan Chase & Co. were worth $22,561,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in JPM. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its stake in JPMorgan Chase & Co. by 92.6% in the 3rd 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 in the last quarter. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $35,000. Miller Global Investments LLC acquired a new position in JPMorgan Chase & Co. during the fourth quarter worth $52,000. Finally, Collier Financial acquired a new position in JPMorgan Chase & Co. during the third quarter worth $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, 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 sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. 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 completion of the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $294.26 on Wednesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market capitalization of $793.63 billion, a price-to-earnings ratio of 14.71, a PEG ratio of 1.35 and a beta of 1.06. The company’s 50 day simple moving average is $299.32 and its 200 day simple moving average is $307.45. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during 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%. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the company earned $4.81 EPS. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative” with a big push into small-business lending (reported $80B commitment and hiring plan). That can expand client relationships, deposit balances and fee income over time, supporting revenue growth. JPMorgan Launches American Dream Initiative
• Positive Sentiment: Mitsubishi adoption of JPMorgan’s Kinexys blockchain for cross-border payments signals accelerating traction for JPM’s digital-asset rails — could boost fee income and position the bank in faster, higher-volume payment flows. Mitsubishi adopts JPMorgan blockchain
• Positive Sentiment: Analyst support: Piper Sandler reiterated an “Overweight” rating with a $325 target, keeping buy-side visibility high and supporting investor sentiment. (Reaffirmation helps demand vs. downgrades.) Piper Sandler reiterates Overweight on JPM
• Positive Sentiment: Corporate investing/philanthropy: JPM committed $600k to a Georgia cleantech hub — modest financially but positive for ESG profile and community ties, which can support long-term reputational value. JPM awards $600K to Georgia Cleantech Hub
• Neutral Sentiment: Jamie Dimon said the bank could one day offer tightly regulated “prediction market” services (excluding politics/sports). It signals product innovation but is early-stage and unlikely to move near-term revenue materially. Dimon on prediction markets
• Neutral Sentiment: JPMorgan disclosed a notifiable ~6.6% stake in Hexagon Composites — an investing/strategic position that is noteworthy but not core to JPM’s banking fundamentals. JPM takes stake in Hexagon Composites
• Negative Sentiment: Legal risk: A judge rejected JPMorgan’s bid to dismiss a Wells Fargo lawsuit tied to a troubled $481M real-estate loan, meaning the bank must defend the case — potential for legal costs or reputational drag. JPM must face Wells Fargo lawsuit
• Negative Sentiment: Deal friction: Investors have voiced pushback on terms in a $7.2B financing tied to Sealed Air, raising questions about underwriting risk and JPM’s exposure on parts of the deal pipeline. That can weigh on credit underwriting perception. Pushback on Sealed Air debt deal

Analyst Upgrades and Downgrades

Several analysts have weighed in on JPM shares. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Daiwa Securities Group lifted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $337.83.

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.