Aprio Wealth Management LLC Has $8.28 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Aprio Wealth Management boosted its stake in JPMorgan Chase by 43.6% in Q4, increasing to 25,709 shares valued at about $8.28 million.
• Company insiders sold a total of 79,849 shares worth roughly $24.5 million over the last quarter (including disclosed sales by the general counsel and CFO), leaving insiders with 0.41% ownership.
• JPMorgan recently beat expectations with Q1 results—reported $5.94 EPS vs. $5.50 expected and $50.54 billion revenue—and declared a $1.50 quarterly dividend (annualized $6.00, ~2.0% yield).

Aprio Wealth Management LLC increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 43.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,709 shares of the financial services provider's stock after buying an additional 7,812 shares during the period. Aprio Wealth Management LLC's holdings in JPMorgan Chase & Co. were worth $8,284,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. S.A. Mason LLC lifted its position in JPMorgan Chase & Co. by 2.1% during the 4th quarter. S.A. Mason LLC now owns 4,245 shares of the financial services provider's stock worth $1,368,000 after buying an additional 87 shares in the last quarter. Kestra Private Wealth Services LLC lifted its position in JPMorgan Chase & Co. by 3.4% during the 4th quarter. Kestra Private Wealth Services LLC now owns 315,624 shares of the financial services provider's stock worth $101,700,000 after buying an additional 10,488 shares in the last quarter. Pictet Asset Management Holding SA lifted its position in JPMorgan Chase & Co. by 4.1% during the 4th quarter. Pictet Asset Management Holding SA now owns 1,467,289 shares of the financial services provider's stock worth $472,793,000 after buying an additional 57,725 shares in the last quarter. Physician Wealth Advisors Inc. lifted its position in JPMorgan Chase & Co. by 3.2% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,369 shares of the financial services provider's stock worth $763,000 after buying an additional 73 shares in the last quarter. Finally, James Investment Research Inc. lifted its position in JPMorgan Chase & Co. by 0.6% during the 4th quarter. James Investment Research Inc. now owns 75,294 shares of the financial services provider's stock worth $24,261,000 after buying an additional 418 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan participated in a cross‑border pilot to settle tokenized U.S. Treasuries in near real‑time with Ripple, Mastercard and Ondo Finance — a concrete step toward fee‑generating blockchain services and faster settlement capabilities. JPMorgan Weighs Tokenized Treasury Pilot
• Positive Sentiment: JPMorgan issued a new series of preferred stock (Series PP, 6.100% fixed‑rate reset) — a capital‑raising move that supports regulatory capital ratios and liquidity positioning. JPMorgan Issues New Series PP Preferred Stock
• Positive Sentiment: Broker commentary remains largely constructive (Barclays reaffirmed Buy; HSBC and others adjusted targets), which can support investor confidence even as price targets shift. HSBC adjusts price target on JPMorgan
• Neutral Sentiment: JPMorgan issued guidance allowing employees to use prediction markets under rules — a governance/policy change that reduces ambiguity but has limited direct near‑term earnings impact. JPMorgan Clears the Way for Employees to Trade on Prediction Markets
• Neutral Sentiment: UBS trimmed its price target slightly (from $380 to $375) — a modest calibration that highlights differing analyst views but leaves consensus still above current levels. UBS adjusts JPMorgan Chase price target
• Negative Sentiment: JPMorgan and Citigroup were sued by Chinese firm HY Energy over frozen payments tied to U.S. sanctions — a legal/regulatory dispute with potential financial and reputational implications for cross‑border payment flows. JPMorgan, Citi Sued for Frozen Payments
• Negative Sentiment: Reporting shows JPMorgan tried to privately settle harassment accusations against an executive — renewed reputational/legal scrutiny that can pressure sentiment and invite regulatory or litigation costs. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: CFO Jeremy Barnum (and other senior execs) executed Rule 10b5‑1 sales in recent days — routine in many cases but sometimes interpreted by markets as signal for caution. Barnum SEC filing

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares of the company's stock, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Jeremy Barnum sold 3,022 shares of the company's stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares of the company's stock, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 79,849 shares of company stock worth $24,522,956 over the last quarter. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $306.44 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The stock has a market cap of $821.10 billion, a PE ratio of 14.68, a price-to-earnings-growth ratio of 1.53 and a beta of 1.03. The stock has a 50-day moving average of $299.69 and a 200-day moving average of $307.26. JPMorgan Chase & Co. has a one year low of $251.55 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts' consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion during the quarter, compared to analysts' expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.'s revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the business posted $5.07 EPS. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio is 28.74%.

Wall Street Analyst Weigh In

JPM has been the topic of several research reports. The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Daiwa Securities Group reduced their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 7th. Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Keefe, Bruyette & Woods reiterated an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, HSBC upped their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a "hold" rating in a research report on Monday. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and an average target price of $338.12.

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.

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