Xponance Inc. Has $126.11 Million Stake in JPMorgan Chase & Co. $JPM

Xponance Inc. cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 399,805 shares of the financial services provider’s stock after selling 27,228 shares during the quarter. JPMorgan Chase & Co. comprises about 1.0% of Xponance Inc.’s holdings, making the stock its 13th largest position. Xponance Inc.’s holdings in JPMorgan Chase & Co. were worth $126,110,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Peterson Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares in the last quarter. Rialto Wealth Management LLC grew its stake in JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. grew its position in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after buying an additional 34 shares during the period. Sharkey Howes & Javer increased its stake in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after acquiring an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after acquiring an additional 34 shares during the period. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on JPM shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. The Goldman Sachs Group upped their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $339.55.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: J.P. Morgan Asset Management added senior hires to expand private-wealth alternatives, a move that can boost fee-bearing AUM and recurring revenue over time. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan research and strategists publicly encouraging clients to “buy the dip” amid the U.S.–Iran tensions can support investor sentiment toward financials and trading flows in the near term. JPMorgan Urges Investors To ‘Buy The Dip’ Amid US-Iran War
• Neutral Sentiment: JPMorganChase published its 2027 earnings call schedule (dates for quarterly reviews) — routine disclosure but useful for positioning ahead of results. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan economists describe the Iran conflict as a “modest macro shock” and note Asian investors are merely repositioning portfolios — guidance that tempers panic but keeps volatility elevated. JPMorgan: Iran War A ‘Modest Macro-Economic Shock’
• Negative Sentiment: JPMorgan research warns a Strait of Hormuz blockade could quickly choke Iraq and Kuwait oil flows — a scenario that lifts oil, risks higher inflation and could pressure loan credit cycles and trading volatility. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks
• Negative Sentiment: CEO Jamie Dimon and other JPM executives are flagging inflation and a tougher-than-normal credit cycle — comments that raise risk premium concerns for banks and can weigh on the stock. JPMorgan’s Jamie Dimon warns of a ‘skunk’ that could derail markets
• Negative Sentiment: Operational/people flow: JPMorgan veteran Naveen Mallela will join Standard Chartered to run payments — a small talent loss but notable in payments strategy competition. Standard Chartered Picks JPMorgan Vet Naveen Mallela to Run Payments Unit

JPMorgan Chase & Co. Trading Down 0.3%

NYSE JPM opened at $299.43 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The business has a fifty day simple moving average of $311.90 and a 200 day simple moving average of $308.64. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The firm has a market capitalization of $807.57 billion, a P/E ratio of 14.96, a PEG ratio of 1.24 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its 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 firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.81 EPS. On average, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity

In related news, insider Robin Leopold sold 432 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, 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.