JPMorgan Chase & Co. $JPM Position Increased by Waddell & Associates LLC

Waddell & Associates LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 20.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,327 shares of the financial services provider’s stock after acquiring an additional 2,305 shares during the period. JPMorgan Chase & Co. comprises approximately 0.4% of Waddell & Associates LLC’s holdings, making the stock its 29th largest position. Waddell & Associates LLC’s holdings in JPMorgan Chase & Co. were worth $4,204,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mizuho Securities Co. Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. during the 3rd 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 acquiring an additional 50 shares in the last quarter. Collier Financial acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Finally, Clarity Asset Management Inc. lifted its position in shares of JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on JPM shares. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. 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. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Piper Sandler increased their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $339.55.

Insider Transactions at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. 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 completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. News Roundup

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. Price Performance

JPM opened at $297.51 on Tuesday. The stock has a market cap of $802.39 billion, a P/E ratio of 14.87, a P/E/G ratio of 1.24 and a beta of 1.07. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a fifty day simple moving average of $313.00 and a 200 day simple moving average of $308.63.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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. The firm 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 company’s revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the firm earned $4.81 earnings per share. On average, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

About JPMorgan Chase & Co.

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.