JPMorgan Chase & Co. $JPM Shares Bought by LVW Advisors LLC

LVW Advisors LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 62.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,850 shares of the financial services provider’s stock after purchasing an additional 16,798 shares during the period. JPMorgan Chase & Co. makes up about 1.4% of LVW Advisors LLC’s investment portfolio, making the stock its 18th largest position. LVW Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,129,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Worth Asset Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 32.0% in the fourth quarter. Worth Asset Management LLC now owns 1,917 shares of the financial services provider’s stock valued at $618,000 after purchasing an additional 465 shares during the period. Wedge Capital Management L L P NC increased its stake in JPMorgan Chase & Co. by 1.9% during the 4th quarter. Wedge Capital Management L L P NC now owns 2,684 shares of the financial services provider’s stock worth $865,000 after buying an additional 49 shares during the period. Wealthcare Advisory Partners LLC increased its stake in JPMorgan Chase & Co. by 25.1% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 70,018 shares of the financial services provider’s stock worth $22,561,000 after buying an additional 14,026 shares during the period. Wincap Financial LLC lifted its holdings in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Wincap Financial LLC now owns 6,671 shares of the financial services provider’s stock worth $2,149,000 after buying an additional 64 shares in the last quarter. Finally, Elevatus Welath Management lifted its holdings in JPMorgan Chase & Co. by 1.3% in the 4th quarter. Elevatus Welath Management now owns 15,241 shares of the financial services provider’s stock worth $4,911,000 after buying an additional 194 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have weighed in on JPM. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday. Daiwa Securities Group boosted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Jefferies Financial Group assumed coverage on JPMorgan Chase & Co. in a report on Thursday, March 26th. They issued a “hold” rating and a $310.00 price target for the company. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Robert W. Baird lifted their price objective on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned 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 $336.48.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative,” committing large-scale small-business lending and hiring (including plans to boost small‑business loans and hire more credit officers) — a clear growth push that could expand customer relationships and NII over time. Read More.
• Positive Sentiment: Analyst support lifted sentiment: Barclays reaffirmed a Buy and Piper Sandler reiterated an Overweight, underpinning demand for the stock amid volatile markets. Read More.
• Positive Sentiment: Corporate tech wins — Mitsubishi adoption of JPMorgan’s blockchain/Kinexys payments tech and other partnerships signal higher fee and payments volumes as the platform scales. That supports the bank’s long‑term tech-enabled growth story. Read More.
• Neutral Sentiment: Management is exploring new products — CEO Jamie Dimon said JPMorgan may one day offer regulated prediction‑market style services for non‑political, non‑sports outcomes; conceptually diversifying offerings but still early stage. Read More.
• Neutral Sentiment: Regulatory/portfolio moves: JPM disclosed notifiable stakes and changes in holdings (e.g., Hexagon Composites stake; ceasing to be a substantial holder in IPH Ltd.) — routine for a large bank but worth watching for strategic intent. Read More. Read More.
• Negative Sentiment: Industry deposit pressures and large withdrawals are being reported across banks — that backdrop increases funding and margin risk for lenders, and investors are pricing in elevated deposit/flow volatility. Read More.
• Negative Sentiment: HSBC cut its price target on JPMorgan to $288 (from $319) and moved to a Hold — a sign that some analysts are trimming near‑term expectations amid macro risks. Read More.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $295.25 on Thursday. The firm has a fifty day moving average of $299.19 and a two-hundred day moving average of $307.36. The firm has a market cap of $796.28 billion, a P/E ratio of 14.75, a P/E/G ratio of 1.40 and a beta of 1.05. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. 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) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 EPS. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred 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 directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 over the last quarter. 0.47% of the stock is owned by corporate insiders.

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.