JPMorgan Chase & Co. $JPM Stock Holdings Lifted by Waratah Capital Advisors Ltd.

Waratah Capital Advisors Ltd. lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 39,115 shares of the financial services provider’s stock after buying an additional 2,512 shares during the period. Waratah Capital Advisors Ltd.’s holdings in JPMorgan Chase & Co. were worth $12,338,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of JPM. Creative Planning grew its holdings in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after buying an additional 29,844 shares in the last quarter. Aviva PLC lifted its stake in JPMorgan Chase & Co. by 6.0% during the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management lifted its position in shares of JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after acquiring an additional 3,191 shares during the last quarter. Brighton Jones LLC boosted its stake in shares of JPMorgan Chase & Co. by 11.0% during 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. Finally, Envestnet Asset Management Inc. grew its holdings in shares of JPMorgan Chase & Co. by 2.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 7,280,489 shares of the financial services provider’s stock worth $2,110,304,000 after acquiring an additional 202,787 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is expanding its physical and digital footprint — the bank plans to open 160+ new branches, renovate nearly 600 locations and step up AI investments to improve efficiency and risk controls. That combination can support deposit growth, local market share and long‑term cost savings from automation. A Look At JPMorgan Chase (JPM) Valuation As Branch Expansion And AI Plans Take Shape
• Neutral Sentiment: CEO Jamie Dimon publicly warns of complacency in markets after tepid reactions to Middle East strikes — a high‑profile warning that may influence investor sentiment but doesn’t change fundamentals immediately. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Neutral Sentiment: Dimon continued to discuss AI’s long‑term impact (saying it could eventually shorten the workweek) and downplayed regulatory/stablecoin issues — commentary that highlights JPMorgan’s strategic focus on AI but is more thematic than immediately P&L‑moving. JPMorgan CEO Jamie Dimon Says AI Could Lead To Four-Day Work Week
• Negative Sentiment: Operational and geopolitical risk: JPMorgan (and peers) have shifted staff in the Middle East to remote work amid strikes on Iran/UAE targets — that signals elevated regional risk, potential disruptions to in‑market operations and contingency costs. Geopolitical volatility also increases market and credit risk exposure. JPMorgan, Citi shift to remote work in Middle East amid Iran conflict
• Negative Sentiment: Macro risk to consumer and credit outlook: JPMorgan strategists flagged a pathway for oil to reach ~$120/barrel if the Middle East conflict persists — higher fuel costs can pressure consumer spending, increase delinquencies and challenge the bank’s consumer-credit outlook. That undermines margin expectations on retail lending even if trading revenue could temporarily rise. Here’s how oil can reach $120 per barrel, according to JPMorgan strategists
• Negative Sentiment: Legal/risk headline: JPMorgan is named in a lawsuit by Tricolor noteholders alleging ignored audit red flags in ABS deals — an ongoing litigation risk that could create headlines, legal costs or reputation impact if it develops. JPM, BCS & FITB Sued by Tricolor Noteholders Over Alleged Red Flags

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $297.51 on Tuesday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The firm’s fifty day simple moving average is $313.00 and its 200 day simple moving average is $308.63. The firm has a market capitalization of $802.39 billion, a PE ratio of 14.87, a PEG ratio of 1.24 and a beta of 1.07.

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, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.81 EPS. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective for the company. Daiwa Securities Group raised their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Fourteen 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 a consensus rating of “Moderate Buy” and a consensus price target of $339.55.

Insider Activity

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction that occurred 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 sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

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.