Inspirion Wealth Advisors LLC Raises Stock Holdings in JPMorgan Chase & Co. $JPM

Inspirion Wealth Advisors LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 70.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,976 shares of the financial services provider’s stock after purchasing an additional 2,062 shares during the quarter. Inspirion Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,603,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares during the last quarter. Plotkin Financial Advisors LLC grew its position in JPMorgan Chase & Co. by 7.3% in the second quarter. Plotkin Financial Advisors LLC now owns 1,475 shares of the financial services provider’s stock worth $428,000 after acquiring an additional 100 shares in the last quarter. Finally, Integrated Quantitative Investments LLC grew its position in JPMorgan Chase & Co. by 37.2% in the second quarter. Integrated Quantitative Investments LLC now owns 2,922 shares of the financial services provider’s stock worth $847,000 after acquiring an additional 792 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 1.1%

Shares of NYSE:JPM opened at $295.57 on Thursday. The firm has a market capitalization of $797.16 billion, a PE ratio of 14.77, a price-to-earnings-growth ratio of 1.21 and a beta of 1.06. The business has a 50 day simple moving average of $301.01 and a two-hundred day simple moving average of $307.75. 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 issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the business posted $4.81 earnings per share. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm 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 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Wall Street Analyst Weigh In

JPM has been the topic of a number of recent research reports. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wells Fargo & Company decreased their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. Finally, Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $340.00.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is leading large financing deals that should boost fees and underwriting revenue — the bank kicked off an ~$8 billion junk‑bond offering to finance the record EA leveraged buyout, and is syndicating a major loan package. This underpins near‑term investment banking income. JPMorgan launches $8 billion bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded credit exposure to AI/data‑centre operator Core Scientific (adding $500M to a facility, to $1B), a sign of growing lending and fee activity tied to secular AI/data‑centre demand. JPMorgan Adds $500M to Core Scientific Financing
• Positive Sentiment: Regulatory proposals that would ease capital requirements for large banks could free up tens of billions in capital and improve return on equity — a potential structural tailwind for JPMorgan’s lending capacity and buyback/dividend optionality. Large Banks Score Major Regulatory Win
• Positive Sentiment: Broader market technicals signal a potential rebound for the S&P 500, which could lift big-bank stocks like JPMorgan as risk appetite returns ahead of earnings season. S&P 500 Fires Buy Signal
• Neutral Sentiment: Market attention is turning to JPMorgan’s Q1 preview: analysts expect single‑digit EPS growth and the bank reports in mid‑April — results and guidance will likely be the biggest immediate catalyst. JPMorgan Chase Earnings Preview
• Neutral Sentiment: CEO Jamie Dimon’s public comments on remote work, AI and Middle East risks keep investor focus on management views and strategic positioning but are unlikely to change fundamentals today. Jamie Dimon on remote work
• Neutral Sentiment: Operational/regulatory items — a JPMorgan exec flagged “vague” carbon‑market contracts and the bank is piloting employee‑monitoring tools and lobbying on stablecoin rules; these reflect strategic/operational execution but limited immediate earnings impact. JPMorgan executive on carbon markets JPMorgan on burnout monitoring and stablecoin lobbying
• Negative Sentiment: Legal/reputational risk: former President Trump is pressing to keep a “debanking” lawsuit against JPMorgan (and CEO Jamie Dimon) in Florida — an adverse ruling or prolonged litigation could be a reputational and legal overhang. Trump argues to keep JPMorgan ‘debanking’ lawsuit in Florida
• Negative Sentiment: Minor insider selling disclosed (433 shares sold by an insider) — small in scale but a note for governance/position‑monitoring investors. SEC filing: insider sale

Insiders Place Their Bets

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s 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 transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, 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 transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% 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. Insiders own 0.47% 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.