Waldron Private Wealth LLC cut its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 10.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,661 shares of the financial services provider’s stock after selling 2,468 shares during the quarter. Waldron Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $6,658,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $32,000. Family Legacy Financial Solutions LLC grew its stake in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at approximately $35,000. Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $52,000. Finally, Collier Financial acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of analysts have recently weighed in on JPM shares. Jefferies Financial Group began coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, March 26th. They set a “hold” rating and a $310.00 price target for the company. Wells Fargo & Company reduced their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Piper Sandler reissued an “overweight” rating and set a $325.00 price objective (down from $345.00) on shares of JPMorgan Chase & Co. in a report on Monday. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday. Finally, Daiwa Securities Group increased their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. One 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 stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $336.48.
Key JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan’s “American Dream” program and $80B small-business lending commitment (plus plans to hire 1,000 bankers) support loan growth and customer expansion — a direct revenue-growth catalyst for the bank. JPMorgan Chase (JPM) Stock Rises on $80 Billion Small Business Lending Commitment
- Positive Sentiment: JPMorgan Asset Management is buying US and UK government bonds (favoring 2–5 year maturities), signaling AM sees value after inflation‑driven selloffs — could boost AM performance and flows if these trades pay off. JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks
- Positive Sentiment: Tech/operations: Mitsubishi will adopt JPMorgan’s blockchain service for faster global fund transfers — a commercial win that supports JPM’s payments/tech strategy. Mitsubishi to Adopt JPMorgan Blockchain Service for Global Fund Transfers
- Positive Sentiment: Several firms reaffirm bullish views (Barclays reaffirmed buy; Piper Sandler reiterated overweight), providing third‑party support for JPM’s outlook. JPMorgan Barclays Reaffirms Buy Piper Sandler Reiterates Overweight for JPMorgan
- Neutral Sentiment: CEO Jamie Dimon has publicly restated a strict return‑to‑office stance — important for culture/efficiency debates but unlikely to move near‑term fundamentals. JPMorgan Chase CEO Jamie Dimon doubles down on return-to-office
- Neutral Sentiment: Management is exploring prediction‑market products — an innovation signal but an early idea with uncertain near‑term revenue impact. JPMorgan Chase Considers Getting Into Prediction Markets Business
- Negative Sentiment: Geopolitical risk (Trump’s Iran rhetoric) pushed Treasury yields higher and increased market volatility — higher yields can lift net interest income but hurt trading/holdings and weigh on investor sentiment. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
- Negative Sentiment: Private‑equity exit volumes have slumped ~36% Y/Y, reducing fee opportunities in M&A and exits — a potential headwind for JPM’s investment‑banking and capital‑markets revenue. Private Equity Sales Slump as AI, War Bring New Stress Fractures
- Negative Sentiment: HSBC trimmed its JPM price target (from $319 to $288), signaling some analyst caution on valuation upside — a modest negative for sentiment. HSBC Adjusts Price Target on JPMorgan Chase
- Negative Sentiment: Coverage noting industry‑wide deposit withdrawals and a tougher backdrop for banks suggests potential funding/retention pressure across large lenders. JPMorgan Chase Faces Challenging Backdrop Driving Large Withdrawals Across Industry
JPMorgan Chase & Co. Stock Performance
Shares of JPM opened at $295.25 on Thursday. The business’s fifty day moving average price is $299.19 and its 200 day moving average price is $307.36. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The stock has a market capitalization of $796.28 billion, a PE ratio of 14.75, a price-to-earnings-growth ratio of 1.40 and a beta of 1.05. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 29.99%.
Insider Buying and Selling at JPMorgan Chase & Co.
In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the 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 sale, the chief executive officer 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by company insiders.
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.
See Also
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