Strategic Wealth Partners Ltd. Has $20.84 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Strategic Wealth Partners increased its JPMorgan Chase stake by 5.9% in the second quarter, ending with 63,666 shares valued at $20.84 million, or about 1.3% of its portfolio. Institutional investors collectively own 71.55% of JPMorgan’s stock.
• JPMorgan reported quarterly EPS of $6.14 and revenue of $58.02 billion, exceeding analyst expectations, while management projected mid-to-high-teens growth in third-quarter investment-banking fees and Markets revenue.
• The bank raised its quarterly dividend 10% to $1.65 per share, but investors face risks from persistent inflation and interest-rate volatility; analysts maintain a consensus “Moderate Buy” rating with a $359.96 price target.

Strategic Wealth Partners Ltd. raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 63,666 shares of the financial services provider's stock after acquiring an additional 3,549 shares during the quarter. JPMorgan Chase & Co. makes up about 1.3% of Strategic Wealth Partners Ltd.'s portfolio, making the stock its 16th largest holding. Strategic Wealth Partners Ltd.'s holdings in JPMorgan Chase & Co. were worth $20,840,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of JPM. Bank of America Corp DE lifted its holdings in JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider's stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the period. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $11,396,496,000. Bank of New York Mellon Corp increased its stake in shares of JPMorgan Chase & Co. by 2.6% in the second quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider's stock valued at $7,084,339,000 after buying an additional 540,362 shares during the period. Legal & General Group Plc raised its position in shares of JPMorgan Chase & Co. by 0.6% during the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider's stock worth $6,128,484,000 after acquiring an additional 110,586 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of JPMorgan Chase & Co. by 3.3% during the first quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider's stock worth $5,578,788,000 after acquiring an additional 607,288 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the transaction, the insider owned 71,047 shares in the company, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm's stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares of the company's stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 10,467 shares of company stock valued at $3,593,651 over the last 90 days. Corporate insiders own 0.41% 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 expects third-quarter investment-banking fees and Markets revenue to grow in the mid-to-high teens, reinforcing expectations for continued fee growth after a strong trading quarter. Can JPM’s Strong Q3 Capital Markets Outlook Help Sustain Fee Growth?
• Positive Sentiment: The bank’s quarterly dividend is increasing 10% to $1.65 per share from $1.50, signaling confidence in capital generation and improving shareholder returns. The dividend has an approximately 1.9% annualized yield. JPM Stock Rises as JPMorgan’s New Dividend Signals More Cash for Investors
• Positive Sentiment: The Federal Reserve’s rate increase and resulting rise in banks’ prime lending rates could support JPMorgan’s net interest income, although deposit-cost pressure remains a consideration. U.S. Banks Raise Prime Interest Rates Following Fed Hike
• Neutral Sentiment: JPMorgan will release third-quarter results before the market opens on October 13 and hold an earnings call afterward, giving investors a near-term catalyst to assess trading, lending and fee performance. JPMorganChase to Host Third-Quarter 2026 Earnings Call
• Neutral Sentiment: Filings show JPMorgan and affiliates falling below substantial-holder thresholds in Genesis Minerals and withdrawing as a substantial holder in West African Resources. These appear to be portfolio-position disclosures rather than changes to JPMorgan’s core operations. JPMorgan Group Drops Below Substantial Holder Threshold in Genesis Minerals
• Negative Sentiment: CEO Jamie Dimon said high inflation has not been fully defeated, keeping alive concerns about interest-rate volatility, credit conditions and potential pressure on economic growth. JPMorgan CEO Jamie Dimon Says High Inflation Hasn’t Been Slayed
• Negative Sentiment: Zacks Research downgraded JPMorgan from “strong buy” to “hold,” which may temper bullish sentiment despite the bank’s earnings momentum and dividend increase.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $349.42 on Friday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The business's 50 day moving average price is $353.47 and its two-hundred day moving average price is $323.67. The firm has a market cap of $928.82 billion, a PE ratio of 14.97, a price-to-earnings-growth ratio of 1.44 and a beta of 0.98.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate of $5.59 by $0.55. The company had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company's quarterly revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the firm posted $4.96 EPS. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 24.3 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be issued a $1.65 dividend. The ex-dividend date is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is 25.71%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JPM shares. Truist Financial upped their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a "hold" rating in a report on Wednesday, July 15th. Barclays raised their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an "overweight" rating in a report on Wednesday, July 15th. The Goldman Sachs Group restated a "buy" rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Morgan Stanley reiterated a "positive" rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Finally, Robert W. Baird lifted their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 15th. Sixteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and a consensus price target of $359.96.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.

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