JPMorgan Chase & Co. $JPM Stock Holdings Lifted by World Investment Advisors

World Investment Advisors lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 246,018 shares of the financial services provider’s stock after purchasing an additional 12,425 shares during the period. JPMorgan Chase & Co. comprises 1.3% of World Investment Advisors’ holdings, making the stock its 8th biggest position. World Investment Advisors’ holdings in JPMorgan Chase & Co. were worth $79,272,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Timmons Wealth Management LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $32,000. Family Legacy Financial Solutions LLC grew its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares during the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $35,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction 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 $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 72,029 shares of company stock valued at $22,195,693 in the last 90 days. Corporate insiders own 0.47% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have commented on JPM shares. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Piper Sandler raised their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Jefferies Financial Group started coverage on JPMorgan Chase & Co. in a report on Thursday. They set a “hold” rating and a $310.00 target price for the company. CICC Research started coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Finally, HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $338.70.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Jefferies initiated/restarted coverage and other broker attention has increased visibility on JPM; fresh research coverage can support demand for the stock. Research Coverage Started at Jefferies Financial Group
• Positive Sentiment: Analyst narrative emphasises regulatory tailwinds, tightening credit conditions and a $350 consensus target (implying upside), keeping a constructive long-term view on JPM’s earnings power. Tightening Credit Conditions and Evolving Regulatory Tailwinds
• Positive Sentiment: JPMorgan’s public pushback against near-term rate-cut expectations signals that higher-for-longer rates may persist — a dynamic that typically benefits large banks’ net interest income. JPMorgan delivers blunt message on interest rate cuts
• Neutral Sentiment: Jefferies piece comparing JPMorgan and Bank of America as top banking picks creates sector debate but doesn’t decisively favor JPM — keeps investor focus on relative valuation/positioning. JPMorgan or Bank of America: Jefferies Names the Top Banking Stock to Buy for 2026
• Neutral Sentiment: JPMorgan reduced its stake in Treasury Wine Estates — a routine portfolio/positioning move with limited strategic implications for JPM’s core bank performance. JPMorgan Ceases to Be Substantial Holder in Treasury Wine Estates
• Neutral Sentiment: Coverage and sector pieces note financials’ weakness this year and position XLF/JPM as a buy-low opportunity — supportive for longer-term buyers but not an immediate catalyst. Financials Are Down Big This Year, but XLF Is Looking Like a Buy-Low Opportunity (JPM)
• Neutral Sentiment: JPMorgan commentary and market desk notes (on option structures and volatility trades) reflect protective positioning by clients amid volatility — highlights risk-management activity but not direct hit to bank earnings. Wall Street touts ‘grind lower’ trades as Iran weighs on stocks
• Negative Sentiment: Investors balked at terms in a $7.2bn Sealed Air debt deal arranged by JPMorgan, raising concerns about underwriting execution and potential fee/reputational pressure on the bank’s capital markets business. Investors Balk at Terms in JPMorgan’s $7.2 Billion Sealed Air Debt Deal
• Negative Sentiment: Escalating Middle East conflict (oil up, stocks down) is prompting risk-off flows and inflation worries; higher market volatility and growth risk are near-term headwinds for bank trading revenues and loan growth. Stocks Drop, Oil Rises as Iran Conflict Widens: Markets Wrap

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $282.98 on Monday. 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 has a 50 day moving average price of $300.06 and a 200-day moving average price of $307.69. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm has a market cap of $763.20 billion, a price-to-earnings ratio of 14.14, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $4.81 earnings per share. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

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.