Whalen Wealth Management Inc. Makes New Investment in JPMorgan Chase & Co. $JPM

Key Points

• Whalen Wealth Management bought a new position in JPMorgan Chase, acquiring 3,559 shares in Q4 valued at about $1.147 million.
• JPMorgan delivered Q4 EPS of $5.23 (vs. $4.93 est.) on $45.8B revenue (up 7.1% year-over-year) and announced a quarterly dividend of $1.50 ($6.00 annual, ~1.9% yield; ex-dividend Apr 6).
• Analyst views are mixed with a consensus rating of "Hold" and an average target of $333.17, while insiders sold about $22.2M of stock in the past three months and institutional investors own roughly 71.6% of shares.

Whalen Wealth Management Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,559 shares of the financial services provider's stock, valued at approximately $1,147,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in JPM. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its position in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $35,000. Miller Global Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $52,000. Finally, Collier Financial acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $60,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $310.60 on Friday. The firm has a market capitalization of $833.10 billion, a P/E ratio of 15.52, a PEG ratio of 1.53 and a beta of 1.05. The stock has a fifty day moving average price of $299.01 and a 200 day moving average price of $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 current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business's quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.81 earnings per share. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is presently 29.99%.

Wall Street Analysts Forecast Growth

JPM has been the topic of several research reports. Truist Financial lowered their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. TD Cowen reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Finally, Autonomous Res lowered their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research report on Monday. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $333.17.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the 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 transaction, the insider owned 64,920 shares of the company's stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 72,029 shares of company stock valued at $22,195,693. Corporate insiders own 0.47% of the company's stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Brokerage consensus and buy-side support: JPMorgan has an average recommendation of "Moderate Buy" from brokerages, which underpins investor demand. JPMorgan Chase & Co. NYSE: JPM Receives Average Recommendation of "Moderate Buy" from Brokerages
• Positive Sentiment: Goldman Sachs raised its price target (reported as part of JPM being among high‑dividend bank picks), giving the stock fundamental upside from a major bank analyst. This helps justify investor interest heading into earnings. JPMorgan Chase & Co. (JPM) – Among the 13 Bank Stocks with Highest Dividends
• Positive Sentiment: Analyst activity ahead of Q1 (upgrades/forecast revisions) positions JPM as a potential earnings catalyst — several outlets flag revisions from accurate analysts and previews that could drive momentum. JPMorgan Chase: Earnings Offer Catalyst Opportunity For Shares
• Neutral Sentiment: JPMorgan’s research warns oil could test wartime highs if Strait of Hormuz disruptions persist — this is market‑moving macro commentary from the bank but is uncertain in direct impact on JPM’s near‑term earnings. Oil to Test Wartime Highs If Hormuz Standstill Drags, JPM Warns
• Neutral Sentiment: JPMorgan disclosed a 6.5% stake in Hexagon Composites — notable as an investment‑management move but not a material earnings driver for the bank. JPMorgan Chase Discloses 6.5% Stake in Hexagon Composites
• Negative Sentiment: Zacks downgraded JPMorgan from "strong‑buy" to "hold", a fresh rating cut that can sap momentum and prompt some profit‑taking. Zacks.com
• Negative Sentiment: Sell‑side caution and cuts: Piper Sandler and others have trimmed estimates/targets and Erste Group reduced FY2027 EPS estimates — these narrower forecasts add downside risk if Q1 misses. Piper Sandler Remains Cautious on JPMorgan
• Negative Sentiment: Political/reputational risk: media coverage of political claims about big banks (including JPMorgan) could create near‑term headline risk, though financial impact is uncertain. Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives

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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