WealthShield Partners LLC Has $8.72 Million Position in JPMorgan Chase & Co. $JPM

Key Points

• WealthShield Partners reduced its JPMorgan stake by 15.1% in the second quarter, selling 4,723 shares and retaining 26,655 shares worth approximately $8.72 million. Institutional investors still own 71.55% of the stock.
• JPMorgan reported quarterly EPS of $6.14, beating estimates of $5.59, while revenue rose 27.7% year over year to $58.02 billion. The bank also increased its quarterly dividend by 10% to $1.65 per share, representing a 1.9% annualized yield.
• The outlook remains broadly positive, with JPMorgan expecting mid-to-high-teens growth in third-quarter investment-banking fees and Markets revenue; however, inflation concerns and a recent Zacks downgrade to “hold” may temper investor sentiment.

WealthShield Partners LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 15.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,655 shares of the financial services provider's stock after selling 4,723 shares during the quarter. JPMorgan Chase & Co. makes up 1.3% of WealthShield Partners LLC's holdings, making the stock its 11th biggest position. WealthShield Partners LLC's holdings in JPMorgan Chase & Co. were worth $8,725,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Bank of America Corp DE lifted its stake in shares of 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 last quarter. Norges Bank acquired a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $11,396,496,000. Bank of New York Mellon Corp grew its stake in JPMorgan Chase & Co. by 2.6% in the 2nd 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 last quarter. Legal & General Group Plc raised its holdings in JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider's stock valued at $6,128,484,000 after acquiring an additional 110,586 shares during the period. Finally, Dimensional Fund Advisors LP raised its holdings in JPMorgan Chase & Co. by 3.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider's stock valued at $5,578,788,000 after acquiring an additional 607,288 shares during the period. 71.55% of the stock is owned by institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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. Stock Up 0.1%

Shares of JPM opened at $349.42 on Friday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The firm's 50 day moving average is $353.47 and its 200-day moving average is $323.67. The stock has a market capitalization of $928.82 billion, a PE ratio of 14.97, a P/E/G ratio of 1.44 and a beta of 0.98. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion during the quarter, compared to analysts' expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm's revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period in the previous year, the company posted $4.96 earnings per share. Equities research analysts forecast that JPMorgan Chase & Co. will post 24.3 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

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

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 5,467 shares of the company'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 transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares of the company's stock, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $882,025.00. Following the sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. This represents a 3.40% 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 worth $3,593,651 in the last 90 days. 0.41% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on JPM shares. Evercore restated an "outperform" rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Citigroup increased their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a "neutral" rating in a research note on Monday, July 20th. Weiss Ratings raised JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a report on Wednesday, September 2nd. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an "outperform" rating in a research note on Wednesday, July 15th. Finally, Jefferies Financial Group set a $350.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, July 14th. Sixteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and an average price target of $359.96.

JPMorgan Chase & Co. Profile

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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