JPMorgan Chase & Co. $JPM Stake Boosted by Earned Wealth Advisors LLC

Key Points

• Earned Wealth Advisors LLC increased its stake in JPMorgan by 171.6% in Q4 to 27,812 shares, valued at about $8.96 million.
• JPMorgan beat Q1 expectations, reporting EPS of $5.94 (vs. $5.50 consensus) and revenue of $50.54 billion—up 10% year‑over‑year—with a 17.54% return on equity and a 20.66% net margin.
• The company declared a quarterly dividend of $1.50 per share (annualized $6.00, ~1.9% yield), with an ex‑dividend/record date on April 6 and payment scheduled for April 30.

Earned Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 171.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 27,812 shares of the financial services provider's stock after buying an additional 17,572 shares during the quarter. Earned Wealth Advisors LLC's holdings in JPMorgan Chase & Co. were worth $8,962,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in 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 purchasing an additional 4,841 shares during the period. Acorns Advisers LLC grew its position in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock worth $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC raised its stake in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock valued at $3,185,000 after purchasing an additional 78 shares during the period. Jump Financial LLC acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $1,475,000. Finally, Betterment LLC lifted its holdings in shares of JPMorgan Chase & Co. by 27.5% in the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock valued at $571,000 after purchasing an additional 425 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Up 0.0%

JPMorgan Chase & Co. stock opened at $311.68 on Wednesday. JPMorgan Chase & Co. has a 12 month low of $238.43 and a 12 month high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a market cap of $836.00 billion, a P/E ratio of 14.93, a P/E/G ratio of 1.52 and a beta of 1.05. The company's fifty day simple moving average is $299.07 and its 200-day simple moving average is $306.96.

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 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analyst estimates 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 quarterly revenue was up 10.0% compared to the same quarter last year. During the same period last year, the company earned $5.07 earnings per share. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company 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. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction that occurred on 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 owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the transaction, the chief operating officer owned 90,001 shares in the company, valued at $27,590,706.56. This represents a 9.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,908 shares of company stock worth $22,065,882 over the last quarter. Insiders own 0.41% 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 solid start to 2026: Analysts note JPMorgan’s strong Q1 results (record Markets performance, higher net interest income) that underpin earnings momentum and valuation support for the stock. Zacks: JPM Off to a Solid 2026 Start
• Positive Sentiment: Major marketing/brand partnership: JPMorgan was named the first-ever Global Banking Partner of the Olympic Games (LA28 and 2030 Winter Games) — a reputational win that can help corporate & payment flows over time. Reuters: JPMorgan to become global partner of 2028 Olympics
• Positive Sentiment: Operational win—fraud prevention partnership: JPMorgan is integrating its payment verification tools with ACI Worldwide to reduce real‑time payment fraud, which supports payments franchise resilience and could reduce loss-related volatility. PYMNTS: JPMorgan and ACI team to combat real-time payment fraud
• Positive Sentiment: Deal flow / lending activity: JPMorgan is part of a ~$6bn financing syndicate for prospective buyers of a Kuwaiti oil-pipeline stake — underscores ongoing fee and lending opportunities in energy infrastructure. Reuters: JPMorgan among banks providing financing for Kuwaiti oil pipeline stake deal
• Neutral Sentiment: Leadership hires in life-sciences banking: JPMorgan named new leaders for biopharma and life‑sciences banking — strategic for sector coverage but unlikely to move near‑term results materially. Bloomberg: JPMorgan names new leaders for biopharma, life sciences banking
• Neutral Sentiment: Investor events / guidance signals: Management will present at the Bernstein Strategic Decisions Conference on May 27 — a scheduled event where investors may seek clarity on capital allocation and risk outlook. Business Wire: JPMorgan Chase to Present at Bernstein Conference
• Negative Sentiment: CEO warnings on credit and bond risks: Jamie Dimon publicly warned of a potential private‑credit downturn and a possible “bond crisis” driven by rising government debt and stretched credit — remarks that raise concerns about future loan losses, reserve needs and market volatility for banks. CNBC: Jamie Dimon warns of 'some kind of bond crisis' PYMNTS: JPMorgan CEO sounds warning on private credit downturn
• Negative Sentiment: Sentiment/valuation questions after big run: Commentary asking whether JPM should be reassessed after a ~30% one‑year rally injects short‑term caution about upside vs. valuation and possible profit‑taking. Yahoo Finance: Is It Time To Reassess JPMorgan Chase?

Wall Street Analyst Weigh In

Several analysts have recently commented on JPM shares. TD Cowen reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. 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 price objective for the company. Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Truist Financial lifted their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Finally, Wall Street Zen raised JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research note on Sunday, January 18th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $336.16.

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.

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