Stratos Wealth Partners LTD. lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 235,593 shares of the financial services provider's stock after acquiring an additional 19,009 shares during the period. JPMorgan Chase & Co. accounts for about 0.9% of Stratos Wealth Partners LTD.'s investment portfolio, making the stock its 20th largest position. Stratos Wealth Partners LTD.'s holdings in JPMorgan Chase & Co. were worth $75,913,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also modified their holdings of the stock. Roxbury Financial LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock worth $2,581,000 after acquiring an additional 31 shares during the period. Collective Family Office LLC increased its position in JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock worth $1,076,000 after purchasing an additional 32 shares in the last quarter. Peterson Wealth Advisors LLC increased its position in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock worth $635,000 after purchasing an additional 33 shares in the last quarter. Rialto Wealth Management LLC increased its position in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after purchasing an additional 33 shares in the last quarter. Finally, Essential Planning LLC. increased its position in JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after purchasing an additional 33 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at JPMorgan Chase & Co.
In other news, insider Robin Leopold sold 433 shares of the firm's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares of the company's stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 72,029 shares of company stock valued at $22,195,693. Corporate insiders own 0.47% of the company's stock.
JPMorgan Chase & Co. Trading Up 0.9%
JPM opened at $310.60 on Friday. The firm has a market capitalization of $833.10 billion, a P/E ratio of 15.52, a P/E/G ratio of 1.53 and a beta of 1.05. The firm's 50 day moving average is $299.01 and its 200-day moving average is $306.92. JPMorgan Chase & Co. has a 52-week low of $220.10 and a 52-week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.
JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter last year, the firm posted $4.81 earnings per share. The business's quarterly revenue was up 7.1% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.
JPMorgan Chase & Co. Dividend Announcement
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 given 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 presently 29.99%.
Wall Street Analyst Weigh In
A number of analysts recently issued reports on the stock. TD Cowen reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. HSBC dropped their target price on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating for the company in a research report on Wednesday, April 1st. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Robert W. Baird increased their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $333.17.
Read Our Latest Stock Analysis on JPM
JPMorgan Chase & Co. News Roundup
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
JPMorgan Chase & Co. Profile
(
Free Report)
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.
Further Reading
Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
Before you consider JPMorgan Chase & Co., you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and JPMorgan Chase & Co. wasn't on the list.
While JPMorgan Chase & Co. currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead.
This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Get This Free Report
