Investment Research Partners LLC Makes New Investment in JPMorgan Chase & Co. $JPM

Investment Research Partners LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the third quarter, Holdings Channel reports. The institutional investor purchased 6,175 shares of the financial services provider’s stock, valued at approximately $1,887,000. JPMorgan Chase & Co. comprises about 0.9% of Investment Research Partners LLC’s portfolio, making the stock its 21st largest position.

Other large investors also recently made changes to their positions in the company. Geode Capital Management LLC lifted its stake in JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after purchasing an additional 300,160 shares during the last quarter. Norges Bank acquired a new position in JPMorgan Chase & Co. in the second quarter worth approximately $10,295,209,000. Legal & General Group Plc grew its position in JPMorgan Chase & Co. by 3.3% in the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after buying an additional 607,025 shares during the last quarter. Laurel Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Finally, Fisher Asset Management LLC lifted its position in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Daiwa Securities Group raised their price objective 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. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Finally, The Goldman Sachs Group upped their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. One equities 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, the company currently has a consensus rating of “Moderate Buy” and an average target price of $340.00.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction 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 approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 in the last three months. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Price Performance

JPM opened at $287.91 on Friday. The firm has a market capitalization of $776.50 billion, a P/E ratio of 14.39, a PEG ratio of 1.19 and a beta of 1.06. The stock has a fifty day moving average of $303.18 and a 200-day moving average of $307.94. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month 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 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to analysts’ expectations 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 quarter in the previous year, the business posted $4.81 EPS. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Key JPMorgan Chase & Co. News

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

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.