Stillwater Private Wealth LLC Acquires Shares of 1,684 JPMorgan Chase & Co. $JPM

Stillwater Private Wealth LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,684 shares of the financial services provider’s stock, valued at approximately $495,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in JPMorgan Chase & Co. in the fourth quarter valued at about $11,396,496,000. Bank of America Corp DE raised its holdings in JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares during the last quarter. Cardano Risk Management B.V. lifted its position in JPMorgan Chase & Co. by 889.3% during the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares during the period. American Assets Investment Management LLC lifted its position in JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after purchasing an additional 2,081,800 shares during the period. Finally, Viking Global Investors LP lifted its position in JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP
• Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate
• Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis
• Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan
• Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction
• Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning
• Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on JPM shares. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Barclays increased their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a report on Wednesday, July 22nd. Finally, Robert W. Baird upped their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $358.67.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of JPMorgan Chase & Co. stock opened at $352.18 on Friday. The company has a market capitalization of $943.68 billion, a P/E ratio of 15.09, a price-to-earnings-growth ratio of 1.45 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86. The business has a 50-day moving average of $328.81 and a two-hundred day moving average of $311.88. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $359.30.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the previous year, the business posted $4.96 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% on a year-over-year basis. As a group, equities analysts predict that JPMorgan Chase & Co. will post 24.27 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares in the company, valued at approximately $26,326,072.44. The trade was a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 18,876 shares of company stock worth $5,907,051. Company insiders own 0.41% of the company’s stock.

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.