JPMorgan Chase & Co. $JPM Holdings Decreased by Tritonpoint Wealth LLC

Key Points

• Tritonpoint Wealth LLC reduced its holdings in JPMorgan Chase by 9.0% in Q4, selling 8,515 shares to end the quarter with 85,730 shares valued at $27.62 million, making JPM its 7th-largest position (~2.8% of assets).
• Insiders have been net sellers recently: General Counsel Stacey Friedman sold 3,404 shares and CFO Jeremy Barnum sold 2,892 shares on Feb. 17, and insiders have sold 72,029 shares worth $22.2 million over the past 90 days (insiders own 0.47%).
• Analyst sentiment is broadly favorable with a consensus rating of Moderate Buy and a $333.17 target; JPMbeat quarterly EPS estimates and announced a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield).

Tritonpoint Wealth LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 9.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 85,730 shares of the financial services provider's stock after selling 8,515 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 2.8% of Tritonpoint Wealth LLC's holdings, making the stock its 7th biggest position. Tritonpoint Wealth LLC's holdings in JPMorgan Chase & Co. were worth $27,624,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Triangle Securities Wealth Management grew its holdings in shares of JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock valued at $8,145,000 after buying an additional 3,191 shares in the last quarter. Andra AP fonden grew its holdings in shares of JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock valued at $33,972,000 after buying an additional 3,300 shares in the last quarter. Banco Santander S.A. grew its holdings in shares of JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock valued at $142,767,000 after buying an additional 37,550 shares in the last quarter. Brighton Jones LLC grew its holdings in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. Finally, Rakuten Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. during the third quarter valued at $11,350,000. Hedge funds and other institutional investors own 71.55% of the company's stock.

Wall Street Analyst Weigh In

JPM has been the topic of a number of recent research reports. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Truist Financial lowered their target price on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. CICC Research initiated coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 target price on the stock. 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. Finally, Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a "neutral" rating in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and fourteen have issued a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and a consensus target price of $333.17.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Goldman Sachs raised its price target on JPM to $365 and reiterated a Buy, signaling strong Street conviction ahead of Q1 — supportive for the stock. Article Title
• Positive Sentiment: JPMorgan is highlighted among banks with high dividends, underscoring income appeal for yield-seeking investors. Article Title
• Positive Sentiment: Wall Street and research shops are revising Q1 and FY2026 estimates upward in parts (e.g., Erste’s FY2026 bump), and preview notes expect strength in NII, trading and IB — a near-term earnings catalyst. Article Title
• Neutral Sentiment: JPMorgan disclosed a 6.5% stake in Hexagon Composites via its subsidiary, a portfolio move that is informational but not material to JPM’s core operations. Article Title
• Neutral Sentiment: JPMorgan’s research team named Capital One its top pick in consumer finance — positive for advisory credibility but indirect for JPM’s own share performance. Article Title
• Negative Sentiment: Some firms cut JPM targets or trimmed forecasts (Autonomous to $324, Evercore lowered expectations, Piper Sandler remains cautious), signaling differing views on earnings sustainability and valuation. Article Title
• Negative Sentiment: CEO Jamie Dimon’s shareholder letter flagged rising private‑credit risks and intensified crypto competition — prudent transparency but a reminder of downside risks if market stress widens. Article Title
• Neutral Sentiment: Macro relief from the US–Iran ceasefire has eased rate‑hike pressure and oil-supply concerns, a background tailwind for banks’ trading and credit outlooks. Article Title

Insider Activity at JPMorgan Chase & Co.

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 transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the company's stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the sale, the chief financial officer owned 23,804 shares of the company's stock, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 in the last 90 days. Insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $310.60 on Friday. The business's 50-day moving average price is $299.01 and its two-hundred day moving average price is $306.92. 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. has a one year low of $220.10 and a one year high of $337.25. The company has a market capitalization of $833.10 billion, a P/E ratio of 15.52, a price-to-earnings-growth ratio of 1.53 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.81 EPS. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is 29.99%.

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.

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