Meridian Wealth Advisors LLC Has $18.83 Million Holdings in JPMorgan Chase & Co. $JPM

Meridian Wealth Advisors LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.3% during the third quarter, Holdings Channel.com reports. The fund owned 59,687 shares of the financial services provider’s stock after buying an additional 1,924 shares during the period. JPMorgan Chase & Co. makes up about 2.7% of Meridian Wealth Advisors LLC’s portfolio, making the stock its 8th biggest position. Meridian Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $18,827,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Acorns Advisers LLC grew its stake in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares during the period. Ignite Planners LLC increased its holdings 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 worth $3,185,000 after purchasing an additional 78 shares in the last quarter. United Bank lifted 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. Finally, Schnieders Capital Management LLC. lifted its stake in JPMorgan Chase & Co. by 0.9% in the second quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider’s stock valued at $17,606,000 after buying an additional 565 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on 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 completion of the sale, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider owned 65,353 shares in the company, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 in the last three months. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 2.0%

JPM opened at $293.30 on Friday. 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 market capitalization of $791.04 billion, a PE ratio of 14.66, a P/E/G ratio of 1.24 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. The company’s 50-day moving average is $311.19 and its 200 day moving average is $308.53.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 17.16% and a net margin of 20.35%.The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.81 EPS. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a dividend of $1.50 per share. 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 is 29.99%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is leading debt financing for a record-setting $55B leveraged buyout of Electronic Arts — a sizable fees opportunity that underscores the firm’s powerhouse investment-banking position. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPM is expanding U.S. branches into underserved areas and increasing AI deployment to boost efficiency and risk management — investments that can improve deposit growth and cut costs over time. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Neutral Sentiment: JPMorgan announced schedules for quarterly earnings review calls and is hosting investor events (including its India credit trip) — routine items that provide transparency but are unlikely to move the stock materially by themselves. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Negative Sentiment: Geopolitical risk tied to the Iran conflict is a major headwind: JPMorgan analysts warn a Strait of Hormuz blockade could choke Iraq and Kuwait oil flows quickly, and the U.S. lacks capacity to fully insure tanker transits — higher oil and inflation risk can pressure markets and bank trading/loan portfolios. Industry casts doubt on Trump plan to insure Gulf oil tankers as Iran war halts transit
• Negative Sentiment: JPMorgan’s public guidance to “buy the dip” contrasts with rising market volatility; CEO Jamie Dimon’s comments about a potential market “skunk” signal management’s caution — these increase investor focus on downside risk and could weigh on sentiment. JPMorgan Urges Investors To ‘Buy The Dip’ Amid US-Iran War: Mohammed El-Erian, Gary Black Diverge On Long-Term Economic Impact
• Neutral Sentiment: Market reports note JPM shares fell more than the broader market in the latest session but still outperformed over a recent window — a reminder that short-term moves reflect both sector rotation and the specific news items above. JPMorgan Chase & Co. stock falls Thursday, still outperforms market Here’s Why JPMorgan Chase & Co. (JPM) Fell More Than Broader Market

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on JPM. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $339.55.

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.