Signal Advisors Wealth LLC Has $13.74 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Signal Advisors Wealth LLC increased its JPMorgan stake by 13.7% in the first quarter, buying 5,641 additional shares to bring its total to 46,696 shares worth about $13.74 million. JPMorgan is now its 20th-largest holding and makes up 0.9% of the portfolio.
• JPMorgan announced shareholder-friendly capital returns, including a $50 billion share buyback and a hike in its quarterly dividend to $1.65 from $1.50 after passing the Federal Reserve stress test. The move signals strong capital generation and excess capital available for distribution.
• The bank also reported strong quarterly results, with earnings of $5.94 per share and revenue of $50.54 billion, both ahead of analyst expectations. Despite some insider selling and mixed analyst ratings, the stock remains near its 52-week high and has a consensus target around $339.08.

Signal Advisors Wealth LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 13.7% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 46,696 shares of the financial services provider's stock after buying an additional 5,641 shares during the quarter. JPMorgan Chase & Co. comprises 0.9% of Signal Advisors Wealth LLC's portfolio, making the stock its 20th biggest holding. Signal Advisors Wealth LLC's holdings in JPMorgan Chase & Co. were worth $13,736,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Fidelis Capital Partners LLC lifted its stake in shares of JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider's stock valued at $22,580,000 after acquiring an additional 5,101 shares during the period. Howard Capital Management Inc. boosted its holdings in JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider's stock valued at $8,308,000 after acquiring an additional 3,976 shares during the last quarter. Andra AP fonden increased its position in JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock worth $33,972,000 after purchasing an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. increased its position in JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider's stock worth $2,862,000 after purchasing an additional 3,027 shares during the period. Finally, Banco Santander S.A. raised its holdings in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock worth $142,767,000 after purchasing an additional 37,550 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan unveiled a $50 billion share buyback and said it will raise its quarterly dividend to $1.65 from $1.50, a sign of strong capital generation after the bank passed the Federal Reserve’s stress test. JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress test
• Positive Sentiment: The Federal Reserve stress test results showed major U.S. banks remain resilient, supporting expectations for higher payouts and signaling JPMorgan has excess capital to return to shareholders. JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
• Positive Sentiment: JPMorgan promoted Doug Petno and Troy Rohrbaugh to co-presidents, which helped clarify the CEO succession pipeline and eased uncertainty around the eventual replacement for Jamie Dimon. JPMorgan names Doug Petno, Troy Rohrbaugh as co-presidents
• Neutral Sentiment: JPMorgan also said it will open a private banking office in Hamburg, a modest expansion that points to international wealth-management growth but is unlikely to move the stock on its own. JPMorgan Chase Set to Open Private Banking Office in Hamburg
• Negative Sentiment: News that JPMorgan will lay off nearly 250 employees in North Texas may raise concerns about cost-cutting or restructuring in some business lines, though the financial impact appears limited relative to the bank’s overall scale. JPMorgan Chase to layoff nearly 250 employees in North Texas

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $335.01 on Friday. The stock has a market cap of $897.67 billion, a P/E ratio of 16.04, a price-to-earnings-growth ratio of 1.55 and a beta of 1.00. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. The stock's 50-day moving average price is $310.99 and its two-hundred day moving average price is $308.28. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30.

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. On average, equities analysts predict that JPMorgan Chase & Co. will post 22.44 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.'s payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Royal Bank Of Canada restated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Argus boosted their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Finally, Piper Sandler lifted their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Hold" and an average price target of $339.08.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the company's stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares of the company's stock, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 33,623 shares of company stock worth $10,427,835. 0.41% 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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