San Luis Wealth Advisors LLC Boosts Holdings in JPMorgan Chase & Co. $JPM

San Luis Wealth Advisors LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 26.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,874 shares of the financial services provider’s stock after purchasing an additional 3,496 shares during the period. San Luis Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $5,323,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Mizuho Securities Co. Ltd. grew its holdings in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its holdings in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at about $35,000. Finally, Collier Financial purchased a new position in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $60,000. Institutional investors own 71.55% 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: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

Wall Street Analysts Forecast Growth

JPM has been the topic of several recent analyst reports. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Wells Fargo & Company decreased their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Robert W. Baird increased their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Finally, Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $340.00.

JPMorgan Chase & Co. Trading Up 0.3%

JPM opened at $286.88 on Wednesday. The company’s 50 day simple moving average is $304.81 and its two-hundred day simple moving average is $308.22. The firm has a market capitalization of $773.72 billion, a price-to-earnings ratio of 14.34, a price-to-earnings-growth ratio of 1.18 and a beta of 1.06. 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. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating 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 company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the business earned $4.81 EPS. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued 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 2.1%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insiders Place Their Bets

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the 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 completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction 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 of the company’s stock, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company’s stock.

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.