Trajan Wealth LLC Acquires 7,915 Shares of JPMorgan Chase & Co. $JPM

Trajan Wealth LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 15.5% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 59,108 shares of the financial services provider’s stock after buying an additional 7,915 shares during the quarter. Trajan Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $18,644,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Peterson Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares during the period. Rialto Wealth Management LLC raised its stake 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 buying an additional 33 shares during the last quarter. TradeWell Securities LLC. raised its stake 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 buying an additional 34 shares during the last quarter. 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 buying an additional 34 shares during the period. Finally, Granite Group Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after buying an additional 34 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on JPM shares. Wells Fargo & Company reduced their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Piper Sandler boosted their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Truist Financial reduced their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Finally, TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan forecasts a renewed crypto upswing tied to regulatory clarity (the “Clarity Act”), which could boost custody, prime brokerage and institutional trading opportunities for large banks that offer digital-asset services. Read More.
• Positive Sentiment: JPMorgan-sourced data shows retail investor flows rotating from crypto into equities — a shift that can lift equity trading volumes, retail brokerage activity and ETF flows (areas that support JPM’s markets and consumer segments). Read More.
• Positive Sentiment: J.P. Morgan’s Nasdaq Equity Premium Income ETF (JEPQ) has seen strong inflows recently, which is supportive for asset-gathering and fee revenue at the asset-management arm. Read More.
• Neutral Sentiment: JPMorgan has reduced or exited certain external equity stakes (e.g., notifying IDP Education that it ceased being a substantial holder) — routine portfolio moves that have limited bearing on core JPM earnings. Read More.
• Negative Sentiment: JPMorgan strategists warn a sustained Gulf conflict could push oil toward $120/barrel; higher oil raises inflation and recession risk, can increase credit stress in sensitive sectors and typically dents broad market sentiment — a headwind for bank stocks. Read More.
• Negative Sentiment: Analysts at JPMorgan are urging buys in European oil majors as Gulf supply risks rise — a sign the firm sees sustained energy-driven market volatility ahead, which can hurt risk assets and pressure trading/credit outlooks if conflict escalates. Read More.
• Negative Sentiment: Operational and safety responses to Iran strikes (banks including JPMorgan told staff to work from home) underline heightened geopolitical risk and potential near‑term disruption to regional operations and travel — an acute operational risk factor. Read More.
• Negative Sentiment: JPMorgan’s exit from its robo-advisor service reflects strategic pullbacks in lower-margin retail initiatives; that can trim future digital-wealth growth prospects even as the bank reallocates resources to higher-return businesses. Read More.

JPMorgan Chase & Co. Stock Down 2.3%

JPM opened at $299.10 on Monday. The stock has a market cap of $806.69 billion, a price-to-earnings ratio of 14.95, a price-to-earnings-growth 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. The firm’s fifty day moving average is $313.51 and its 200 day moving average is $308.61. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

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, 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 business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the firm earned $4.81 earnings per share. The business’s quarterly revenue was up 7.1% on a year-over-year basis. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 over the last ninety days. 0.47% of the stock is owned by company 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.