JPMorgan Chase & Co. $JPM is Perfromance Wealth Partners LLC's 10th Largest Position

Key Points

• Perfromance Wealth Partners LLC increased its stake in JPMorgan Chase by 2.0%, owning 213,294 shares (about $68.73M) and making JPM its 10th-largest holding (~1.9% of its portfolio).
• JPMorgan beat Q1 expectations with $5.94 EPS and $50.54B revenue, driven by record trading and investment-banking results, and raised the quarterly dividend ~7% to $1.50 per share.
• Despite the beat, management trimmed its net interest income outlook and flagged macro and regulatory risks, while insider sales and some analyst target cuts have added near-term caution for the stock.

Perfromance Wealth Partners LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 213,294 shares of the financial services provider's stock after purchasing an additional 4,283 shares during the period. JPMorgan Chase & Co. makes up about 1.9% of Perfromance Wealth Partners LLC's holdings, making the stock its 10th biggest holding. Perfromance Wealth Partners LLC's holdings in JPMorgan Chase & Co. were worth $68,728,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Triangle Securities Wealth Management increased its stake in shares of JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock worth $8,145,000 after acquiring an additional 3,191 shares in the last quarter. Andra AP fonden increased its stake in shares of JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock worth $33,972,000 after acquiring an additional 3,300 shares in the last quarter. Newbridge Financial Services Group Inc. increased its stake in shares of JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider's stock worth $2,862,000 after acquiring an additional 3,027 shares in the last quarter. Banco Santander S.A. increased its stake in shares of JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock worth $142,767,000 after acquiring an additional 37,550 shares in the last quarter. Finally, Brighton Jones LLC increased its stake in shares of JPMorgan Chase & Co. by 11.0% in 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. Hedge funds and other institutional investors own 71.55% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Q1 beat and strong top-line: JPM reported better‑than‑expected Q1 revenue and EPS, with net income of $16.5B and revenue around $50.5B — the beat underpins earnings quality and shows resiliency across businesses. JPMorganChase Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Record trading & investment-banking strength: Markets and IB revenues surged (trading produced the biggest quarterly haul), which materially lifted profitability and offsets weaker pockets of the business. JPMorgan profits surge to $16.5bn in second-best quarter on record
• Positive Sentiment: Shareholder return: JPM raised the quarterly dividend ~7% (to $1.50), supporting income investors and signaling confidence in capital position. JPMorgan Chase Raises Dividend 7.1% And Stock Has Room To Run
• Neutral Sentiment: Policy stance — backing less frequent reporting: JPM publicly supported the Trump administration’s proposal to end mandatory quarterly reports, a move framed as reducing regulatory burden but with uncertain market/flow implications. JPMorgan throws its weight behind Trump administration's push to scrap quarterly reporting
• Neutral Sentiment: Digital strategy: Management is expanding blockchain/tokenization efforts (Onyx/JPM Coin, tokenized money‑market products) — long‑term strategic upside but not an immediate earnings driver. JPMorgan Deepens Blockchain Bet As Tokenization Meets Valuation Opportunity
• Negative Sentiment: Trimmed NII outlook and guidance caution: Management trimmed the full‑year NII view and emphasized the many inputs that will affect profitability (rates, deposits, loan mix), which dented forward expectations. That guidance cut is a primary reason shares pulled back despite the beat. JPMorgan's markets and investment banking revenue surge, but here's why the stock is pulling back
• Negative Sentiment: Management warnings on risks: CEO Jamie Dimon flagged geopolitical, energy‑price and fiscal‑deficit risks — investor caution increases around macro sensitivity and potential headwinds to consumer and credit trends. J.P. Morgan Sees Resiliency in U.S. Economy Despite Iran War
• Negative Sentiment: Regulatory/crypto concern flagged by CFO: JPM’s CFO warned stablecoins could create regulatory arbitrage if rules aren’t harmonized — potential headwind for crypto initiatives and regulatory oversight risk. JPMorgan CFO Flags Regulatory Arbitrage Risks From Stablecoins
• Negative Sentiment: Insider selling and market reaction: notable insider sales and a pre/early‑session pullback despite the beat have added near‑term selling pressure; monitor flows and institutional positioning. JPMorgan Chase Stock (JPM) Opinions on Q1 Earnings Beat

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $311.16 on Wednesday. JPMorgan Chase & Co. has a one year low of $226.34 and a one year high of $337.25. The company's 50-day moving average is $299.12 and its 200 day moving average is $306.78. The company has a market capitalization of $834.60 billion, a price-to-earnings ratio of 15.55, a price-to-earnings-growth ratio of 1.56 and a beta of 1.05. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the prior year, the firm posted $5.07 EPS. JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% on a year-over-year basis. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS 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. Investors of record on Monday, April 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is 29.99%.

Analyst Ratings Changes

JPM has been the subject of several research reports. Evercore decreased their price target on shares of JPMorgan Chase & Co. from $350.00 to $320.00 and set an "outperform" rating for the company in a research note on Monday, April 6th. Piper Sandler reiterated an "overweight" rating and issued a $325.00 price target (down from $345.00) on shares of JPMorgan Chase & Co. in a research note on Monday, March 30th. Autonomous Res decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating for the company in a research note on Monday, April 6th. Wells Fargo & Company decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research note on Tuesday, February 17th. Finally, Robert W. Baird increased their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research note on Wednesday, March 4th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of "Hold" and an average target price of $333.00.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 in the last ninety days. 0.47% of the stock is currently owned by company 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.

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