Waddell & Associates LLC Has $4.20 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Waddell & Associates LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 20.9% during the 3rd quarter, Holdings Channel reports. The firm owned 13,327 shares of the financial services provider’s stock after buying an additional 2,305 shares during the period. JPMorgan Chase & Co. comprises about 0.4% of Waddell & Associates LLC’s investment portfolio, making the stock its 29th biggest position. Waddell & Associates LLC’s holdings in JPMorgan Chase & Co. were worth $4,204,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its stake in 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 purchasing an additional 100 shares during the last quarter. Sendero Wealth Management LLC increased its position in JPMorgan Chase & Co. by 1.0% during the second quarter. Sendero Wealth Management LLC now owns 5,659 shares of the financial services provider’s stock worth $1,641,000 after buying an additional 57 shares during the last quarter. Ignite Planners LLC raised its stake in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after buying an additional 78 shares during the period. Finally, United Bank raised its stake in JPMorgan Chase & Co. by 5.2% in the second quarter. United Bank now owns 28,014 shares of the financial services provider’s stock valued at $8,122,000 after buying an additional 1,392 shares during the period. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have commented on JPM shares. Robert W. Baird raised shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a research report on Tuesday, February 3rd. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Truist Financial lowered their target price on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Finally, Wells Fargo & Company reduced their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. Stock Down 0.9%

NYSE JPM opened at $297.51 on Tuesday. The business has a fifty day moving average price of $313.00 and a two-hundred day moving average price of $308.63. The stock has a market capitalization of $802.39 billion, a PE ratio of 14.87, a PEG ratio of 1.24 and a beta of 1.07. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week 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 (EPS) 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 analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the company posted $4.81 EPS. Equities analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Activity

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is expanding its physical and digital footprint — the bank plans to open 160+ new branches, renovate nearly 600 locations and step up AI investments to improve efficiency and risk controls. That combination can support deposit growth, local market share and long‑term cost savings from automation. A Look At JPMorgan Chase (JPM) Valuation As Branch Expansion And AI Plans Take Shape
• Neutral Sentiment: CEO Jamie Dimon publicly warns of complacency in markets after tepid reactions to Middle East strikes — a high‑profile warning that may influence investor sentiment but doesn’t change fundamentals immediately. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Neutral Sentiment: Dimon continued to discuss AI’s long‑term impact (saying it could eventually shorten the workweek) and downplayed regulatory/stablecoin issues — commentary that highlights JPMorgan’s strategic focus on AI but is more thematic than immediately P&L‑moving. JPMorgan CEO Jamie Dimon Says AI Could Lead To Four-Day Work Week
• Negative Sentiment: Operational and geopolitical risk: JPMorgan (and peers) have shifted staff in the Middle East to remote work amid strikes on Iran/UAE targets — that signals elevated regional risk, potential disruptions to in‑market operations and contingency costs. Geopolitical volatility also increases market and credit risk exposure. JPMorgan, Citi shift to remote work in Middle East amid Iran conflict
• Negative Sentiment: Macro risk to consumer and credit outlook: JPMorgan strategists flagged a pathway for oil to reach ~$120/barrel if the Middle East conflict persists — higher fuel costs can pressure consumer spending, increase delinquencies and challenge the bank’s consumer-credit outlook. That undermines margin expectations on retail lending even if trading revenue could temporarily rise. Here’s how oil can reach $120 per barrel, according to JPMorgan strategists
• Negative Sentiment: Legal/risk headline: JPMorgan is named in a lawsuit by Tricolor noteholders alleging ignored audit red flags in ABS deals — an ongoing litigation risk that could create headlines, legal costs or reputation impact if it develops. JPM, BCS & FITB Sued by Tricolor Noteholders Over Alleged Red Flags

JPMorgan Chase & Co. 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.