WBI Investments LLC Purchases Shares of 2,595 JPMorgan Chase & Co. $JPM

WBI Investments LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, Holdings Channel reports. The fund acquired 2,595 shares of the financial services provider’s stock, valued at approximately $819,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Kensington Investment Counsel LLC increased its position in JPMorgan Chase & Co. by 1.8% in the 3rd quarter. Kensington Investment Counsel LLC now owns 26,690 shares of the financial services provider’s stock worth $8,419,000 after buying an additional 462 shares during the period. Old North State Trust LLC raised its stake in JPMorgan Chase & Co. by 23.6% during the 3rd quarter. Old North State Trust LLC now owns 5,581 shares of the financial services provider’s stock valued at $1,760,000 after purchasing an additional 1,066 shares during the last quarter. Portus Wealth Advisors LLC bought a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at $1,559,000. Centaurus Financial Inc. grew its position in JPMorgan Chase & Co. by 2.4% in the 3rd quarter. Centaurus Financial Inc. now owns 50,403 shares of the financial services provider’s stock worth $15,899,000 after purchasing an additional 1,175 shares during the last quarter. Finally, Mayport LLC increased its holdings in shares of JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Mayport LLC now owns 3,990 shares of the financial services provider’s stock worth $1,259,000 after purchasing an additional 138 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $287.68 on Thursday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm has a 50 day simple moving average of $304.03 and a 200 day simple moving average of $308.08. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market cap of $775.88 billion, a P/E ratio of 14.38, a P/E/G ratio of 1.19 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The business 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 firm’s revenue was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 EPS. Sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan launched a high-profile athlete wealth-management push, recruiting Tom Brady, Dwyane Wade and Megan Rapinoe to attract professional athletes — a potential growth driver for fee-based wealth revenues and brand. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
• Positive Sentiment: JPMorgan Payments and Mastercard launched a virtual card product in Europe targeting AP/industry verticals — expands payments product set and could boost transaction revenues. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Positive Sentiment: The firm declared a $1.50 quarterly dividend (annualized yield ~2.1%) — supports income investors and signals capital return capacity. JPMorgan Chase declares $1.50 dividend
• Positive Sentiment: JPMorgan is expanding hiring and office presence (adding ~300 jobs in Boston) and strengthening China IBD leadership — constructive for long‑term revenue diversification. JPMorgan Expands Boston Presence And China Banking To Broaden Growth Drivers
• Neutral Sentiment: JPMorgan analysts adjusted coverage on other companies (e.g., lowered IBM target after Confluent deal) — routine research moves that have limited direct impact on JPM stock but reflect the bank’s active equity research role. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Neutral Sentiment: Market commentary from JPMorgan warns retail/Gen Z investors may be at risk following influencer-driven trading trends — topical market guidance rather than firm P&L news. J.P. Morgan Says Gen Z Is ‘At Risk’
• Negative Sentiment: JPMorgan strategists warned investors are complacent about the Iran war; rising oil (Brent north of $100) and a potential $90 oil shock could materially hurt equity markets and household wealth — a clear macro headwind to bank trading and broader market sentiment. JPMorgan Strategists Say Investors Are Complacent on Iran War
• Negative Sentiment: JPMorgan and other banks halted a planned $5.3B debt financing for Qualtrics after weak investor demand and AI-related concerns — reflects underwriting and credit-market strain that can weigh on investment banking fees and risk appetite. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Reports of JPMorgan tightening lending to private-credit funds and marking down collateralized loans highlight credit/market-risk management measures that can signal stress in leveraged credit markets. JPMorgan Chase & Co Tightening Private Credit Funds
• Negative Sentiment: Financial-sector headlines show banks trading softer and broader sector pressure — this cyclical weakness is pressuring JPM shares despite firm-specific positives. Sector Update: Financial Stocks Softer Wednesday Afternoon

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider owned 65,353 shares in the company, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Truist Financial reduced their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. 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 stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $340.00.

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.