Profund Advisors LLC Has $13.38 Million Holdings in JPMorgan Chase & Co. $JPM

Profund Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 42,418 shares of the financial services provider’s stock after acquiring an additional 2,303 shares during the quarter. Profund Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $13,380,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Western Wealth Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 2.4% in the 3rd quarter. Western Wealth Management LLC now owns 39,472 shares of the financial services provider’s stock valued at $12,451,000 after purchasing an additional 937 shares in the last quarter. REAP Financial Group LLC boosted its position in JPMorgan Chase & Co. by 6.2% in the third quarter. REAP Financial Group LLC now owns 1,896 shares of the financial services provider’s stock valued at $598,000 after buying an additional 110 shares in the last quarter. LexAurum Advisors LLC grew its stake in shares of JPMorgan Chase & Co. by 5.9% during the third quarter. LexAurum Advisors LLC now owns 8,954 shares of the financial services provider’s stock worth $2,824,000 after buying an additional 501 shares during the last quarter. Legacy Financial Strategies LLC increased its holdings in shares of JPMorgan Chase & Co. by 3.8% during the third quarter. Legacy Financial Strategies LLC now owns 5,623 shares of the financial services provider’s stock worth $1,774,000 after buying an additional 207 shares in the last quarter. Finally, Francis Financial Inc. increased its holdings in shares of JPMorgan Chase & Co. by 14.5% during the third quarter. Francis Financial Inc. now owns 3,358 shares of the financial services provider’s stock worth $1,059,000 after buying an additional 424 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on JPM. CICC Research initiated 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. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Wells Fargo & Company dropped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday. Finally, Daiwa Securities Group boosted their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $339.73.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 21,164 shares of company stock valued at $6,579,748. Corporate insiders own 0.47% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan analysts say rising AI spending could force smaller banks into mergers, a dynamic that benefits large, well-capitalized banks like JPM by concentrating market share and reducing competition. JPMorgan Chase Analysts Predict AI Costs Could Trigger Bank Mergers
• Positive Sentiment: JPMorgan’s loan book strength continues to show: Q4 loans reached ~$1.49T, driven by wholesale and card balances — a sign of ongoing core revenue expansion. JPMorgan’s Q4 Loan Trajectory: Where Did Expansion Show Up?
• Positive Sentiment: Recent quarterly results showed an EPS beat and revenue growth year-over-year, supporting expectations for solid profitability and valuation multiples relative to peers. JPMorgan Chase & Co. (JPM) profile and recent results
• Neutral Sentiment: J.P. Morgan’s investment arm disclosed a >5% stake in Rana Gruber — an institutional position that reflects balance-sheet deployment but is unlikely to move JPM’s stock materially. JPMorgan Discloses 5.18% Stake in Rana Gruber
• Neutral Sentiment: JPMorgan research and analysts remain active in markets (upgrades/downgrades across names); this highlights franchise strength but has indirect impact on JPM’s stock. J.P. Morgan Research Says: ‘Broken Logic’ Is Driving This Software Stock Sell-Off
• Negative Sentiment: Insider selling: General Counsel Stacey Friedman sold ~3,404 shares (~$1.04M) on Feb 17; while insiders still hold large stakes, sales can create short-term investor caution. SEC filing: Stacey Friedman sale
• Negative Sentiment: Insider selling: CFO Jeremy Barnum sold ~2,892 shares (~$886k) on Feb 17; another insider reduction that investors may view unfavorably in the near term. SEC filing: Jeremy Barnum sale

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $306.85 on Wednesday. The company has a market capitalization of $835.33 billion, a PE ratio of 15.33, a P/E/G ratio of 1.48 and a beta of 1.07. The company has a 50 day simple moving average of $315.41 and a two-hundred day simple moving average of $307.86. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. 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 issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the company earned $4.81 EPS. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. Research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

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.