RWA Wealth Partners LLC Has $123.16 Million Holdings in JPMorgan Chase & Co. $JPM

RWA Wealth Partners LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 390,461 shares of the financial services provider’s stock after selling 40,823 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.4% of RWA Wealth Partners LLC’s holdings, making the stock its 11th largest holding. RWA Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $123,163,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in JPMorgan Chase & Co. by 11.0% during the fourth 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 position in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares in the last quarter. Sendero Wealth Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 1.0% during the 2nd 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 grew its holdings in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares in the last quarter. Finally, United Bank increased its position in shares of 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 acquiring an additional 1,392 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: J.P. Morgan Asset Management hired Stephanie Davis as Head of Private Wealth Alternatives and added senior sales leadership—moves that expand fee-based private-wealth offerings and could lift asset-management revenue over time. Read More.
• Positive Sentiment: CEO Jamie Dimon urged that stablecoin issuers who pay interest should meet bank-like capital, liquidity and AML rules—policy pressure that could curb fintech competition and benefit regulated banks like JPM if enacted. Read More.
• Positive Sentiment: JPMorgan is pursuing a two-pronged growth strategy: accelerating branch expansion in underserved U.S. markets while stepping up AI investments to improve efficiency and risk controls—this mix targets both deposit growth and longer-term cost/efficiency gains. Read More.
• Positive Sentiment: JPMorgan bankers highlight AI’s potential to transform credit markets and trading workflows, which could boost trading margins and cut costs if deployment scales as planned. Read More.
• Neutral Sentiment: Dimon called the $5bn “debanking” lawsuit by former President Trump without merit but acknowledged the reputational sensitivity around account closures—limits legal risk but keeps regulatory/PR issues on investors’ radars. Read More.
• Neutral Sentiment: JPMorgan analysts warned of an “oil shock” scenario that could push crude toward $120/barrel and recommended European oil majors—this forecast implies greater market volatility (good for some trading revenues, riskier for consumer inflation). Read More.
• Neutral Sentiment: The firm temporarily shifted U.S. staff in the Middle East to remote work amid Iran tensions—operational precaution with limited direct financial impact but highlights geopolitical risk exposure. Read More.
• Negative Sentiment: Dimon warned the next credit cycle could be “worse than normal” and flagged complacency in markets and potential inflation risks tied to Middle East conflict—comments increase investor concern about loan losses, reserves and market volatility. Read More.
• Negative Sentiment: JPMorgan is named in a new lawsuit from Tricolor noteholders alleging ignored audit red flags in ABS deals—ongoing litigation could mean legal exposure or reputational costs if it escalates. Read More.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, 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 position. The SEC filing for this sale provides additional information. Insiders have sold 71,596 shares of company stock valued at $22,067,932 in the last 90 days. Corporate insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of analyst reports. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. The Goldman Sachs Group raised their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Wells Fargo & Company dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, CICC Research began coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $339.55.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $300.62 on Wednesday. The company’s 50-day moving average is $312.50 and its 200-day moving average is $308.70. 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 capitalization of $810.78 billion, a PE ratio of 15.02, a PEG ratio of 1.23 and a beta of 1.06. 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 announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.81 EPS. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

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.