Wealthcare Advisory Partners LLC Raises Stake in JPMorgan Chase & Co. $JPM

Wealthcare Advisory Partners LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 25.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 70,018 shares of the financial services provider’s stock after purchasing an additional 14,026 shares during the period. Wealthcare Advisory Partners LLC’s holdings in JPMorgan Chase & Co. were worth $22,561,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of JPM. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the third quarter valued at $32,000. Family Legacy Financial Solutions LLC lifted its stake in 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 worth $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at approximately $52,000. Finally, Collier Financial acquired a new stake in JPMorgan Chase & Co. during the third quarter worth approximately $60,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred 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 approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the transaction, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. 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 sold a total of 72,029 shares of company stock valued at $22,195,693 over the last ninety days. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Trading Up 3.7%

NYSE:JPM opened at $294.26 on Wednesday. The firm has a market cap of $793.63 billion, a P/E ratio of 14.71, a PEG ratio of 1.35 and a beta of 1.06. 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 stock’s 50 day simple moving average is $299.32 and its 200-day simple moving average is $307.45. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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 firm had revenue of $45.80 billion for 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%. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm posted $4.81 EPS. Equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative” with a big push into small-business lending (reported $80B commitment and hiring plan). That can expand client relationships, deposit balances and fee income over time, supporting revenue growth. JPMorgan Launches American Dream Initiative
• Positive Sentiment: Mitsubishi adoption of JPMorgan’s Kinexys blockchain for cross-border payments signals accelerating traction for JPM’s digital-asset rails — could boost fee income and position the bank in faster, higher-volume payment flows. Mitsubishi adopts JPMorgan blockchain
• Positive Sentiment: Analyst support: Piper Sandler reiterated an “Overweight” rating with a $325 target, keeping buy-side visibility high and supporting investor sentiment. (Reaffirmation helps demand vs. downgrades.) Piper Sandler reiterates Overweight on JPM
• Positive Sentiment: Corporate investing/philanthropy: JPM committed $600k to a Georgia cleantech hub — modest financially but positive for ESG profile and community ties, which can support long-term reputational value. JPM awards $600K to Georgia Cleantech Hub
• Neutral Sentiment: Jamie Dimon said the bank could one day offer tightly regulated “prediction market” services (excluding politics/sports). It signals product innovation but is early-stage and unlikely to move near-term revenue materially. Dimon on prediction markets
• Neutral Sentiment: JPMorgan disclosed a notifiable ~6.6% stake in Hexagon Composites — an investing/strategic position that is noteworthy but not core to JPM’s banking fundamentals. JPM takes stake in Hexagon Composites
• Negative Sentiment: Legal risk: A judge rejected JPMorgan’s bid to dismiss a Wells Fargo lawsuit tied to a troubled $481M real-estate loan, meaning the bank must defend the case — potential for legal costs or reputational drag. JPM must face Wells Fargo lawsuit
• Negative Sentiment: Deal friction: Investors have voiced pushback on terms in a $7.2B financing tied to Sealed Air, raising questions about underwriting risk and JPM’s exposure on parts of the deal pipeline. That can weigh on credit underwriting perception. Pushback on Sealed Air debt deal

Wall Street Analyst Weigh In

Several equities research analysts recently commented on JPM shares. Jefferies Financial Group initiated coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, March 26th. They set a “hold” rating and a $310.00 price target on the stock. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Finally, Daiwa Securities Group increased their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $337.83.

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.