SMART Wealth LLC Sells 5,394 Shares of JPMorgan Chase & Co. $JPM

SMART Wealth LLC trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 66.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,779 shares of the financial services provider’s stock after selling 5,394 shares during the quarter. SMART Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $877,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Harbor Asset Planning Inc. acquired a new position in JPMorgan Chase & Co. in the second quarter worth $26,000. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC lifted its position 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 worth $33,000 after buying an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. lifted its position in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares in the last quarter. Finally, Collier Financial bought a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $297.50 on Tuesday. The firm has a fifty day moving average of $314.60 and a two-hundred day moving average of $308.29. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a market capitalization of $802.36 billion, a price-to-earnings ratio of 14.87, a PEG ratio of 1.51 and a beta of 1.08. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

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

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed 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 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was 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 represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock worth $22,067,932 over the last ninety days. Insiders own 0.47% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Management reiterated that markets revenue can grow in the mid‑teens and framed AI as a strategic growth area — a stronger revenue outlook and a clear AI strategy can support valuation if execution follows through. Read More.
• Positive Sentiment: Jamie Dimon said he will remain CEO “for a few years,” which reduces near‑term succession uncertainty and may be seen as stabilizing by long‑term investors. Read More.
• Positive Sentiment: Management emphasized AI as a competitive, long‑term investment (client engagement, product differentiation) — if AI investments drive new fee streams or efficiency gains, that supports medium‑term earnings. Read More.
• Neutral Sentiment: J.P. Morgan Securities reduced a small institutional stake in Rana Gruber ASA below 5% — routine portfolio adjustments by the bank’s subsidiary; limited direct impact on JPM’s stock. Read More.
• Neutral Sentiment: The company held an investor update to detail strategy and outlook — such events can move sentiment short term but mostly reprice expectations based on guidance and Q&A. Read More.
• Negative Sentiment: JPMorgan plans to spend ~ $19.8 billion on technology this year (up ~ $2B), a massive near‑term cost increase that pressures margins until benefits materialize — investors are sensitive to big, persistent cost ramps. Read More.
• Negative Sentiment: Management was repeatedly pressed on AI and quantified software exposure at the investor session — signaling investor concern about AI‑linked operational and credit risks that can increase uncertainty and volatility. Read More.
• Negative Sentiment: Shares fell amid a sectorwide risk‑off tied to private‑credit and AI‑linked credit fears; rising concerns about credit quality can hurt bank multiples and raise loan‑loss reserve expectations. Read More.
• Negative Sentiment: JPMorgan confirmed it closed accounts tied to Donald Trump after Jan. 6 (now part of litigation) and faces renewed reputational/legal scrutiny — legal exposure and headline risk can weigh on sentiment. Read More.
• Negative Sentiment: Elevated insider selling and high trading volumes were flagged in market data — heavy insider sales and institutional position moves can amplify downside in a risk‑off session. Read More.

Analysts Set New Price Targets

JPM has been the topic of a number of research reports. Daiwa Securities Group upped their target price 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. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target on the stock. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $339.73.

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.