Rep. Roger Williams Buys JPMorgan Chase & Co. (NYSE:JPM) Shares

Representative Roger Williams (R-Texas) recently bought shares of JPMorgan Chase & Co. (NYSE:JPM). In a filing disclosed on January 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in JPMorgan Chase & Co. stock on December 22nd. The trade occurred in the Representative’s “CHARLES SCHWAB 4067” account.

Representative Roger Williams also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of Chevron (NYSE:CVX) on 12/22/2025.
• Sold $1,001 – $15,000 in shares of Diamondback Energy (NASDAQ:FANG) on 12/22/2025.
• Purchased $1,001 – $15,000 in shares of RTX (NYSE:RTX) on 12/22/2025.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $312.55 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The firm has a 50-day moving average of $315.40 and a 200-day moving average of $305.30. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a market cap of $850.84 billion, a P/E ratio of 15.62, a P/E/G ratio of 1.53 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping 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 business had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the firm posted $4.81 EPS. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an overweight rating, signaling analyst conviction in JPM’s earnings trajectory and supporting the stock’s lift. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed a buy rating on JPM, reinforcing buy‑side support after JPM’s recent results and management commentary. Barclays maintains buy
• Positive Sentiment: JPMorgan formed a new Private Capital Advisory & Solutions team to help clients raise private capital — a strategic move to capture fees in the growing private markets and diversify fee income. Reuters: JPMorgan forms new advisory group
• Positive Sentiment: JPMorgan announced a new quantitative trading unit to boost electronic trading and data‑driven execution — a revenue/efficiency play as electronic markets intensify. Benzinga: JPMorgan forms new quant unit
• Positive Sentiment: Institutional buying: Mn Services disclosed an increase in its JPM position, a sign of institutional confidence and incremental demand for shares. QuiverQuant: Fund adds JPM shares
• Positive Sentiment: Goldman announced the sale/transition of its Apple Card business to JPMorgan — a strategic consumer‑banking acquisition that expands JPM’s card/consumer franchise (integration execution will matter). MarketBeat: Goldman Q4 / Apple Card transition
• Neutral Sentiment: JPMorgan research flagged potential industry shifts — e.g., Schwab weighing distribution fees for ETF issuers (a ~$500M addressable figure) — highlighting JPM’s influential research but not directly altering JPM’s near‑term earnings. Benzinga: Active ETFs face cost pressure
• Neutral Sentiment: JPMorgan has publicly cautioned about yield‑bearing stablecoins and crypto that mimic bank functions — a stance that signals regulatory engagement and caution as banks and crypto converge; this is industry‑level context rather than a direct earnings swing. Cointelegraph: Banks vs crypto tension
• Negative Sentiment: Sector valuation and policy overhangs are pressuring bank stocks after earnings—reports cite a pullback in large banks on valuation and concerns such as a proposed credit‑card rate cap, which would weigh on card income if enacted. That risk is a near‑term headwind for JPM and peers. MarketBeat: Bank stocks fall after earnings
• Negative Sentiment: Some commentators argue JPM’s current share price leaves limited margin for error, noting the stock may be “steep” for new entries after recent gains — an outlook that could cap further near‑term upside absent clear beats. Seeking Alpha: JPM price too steep

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 15,834 shares of company stock worth $4,951,910. Insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On JPMorgan Chase & Co.

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. MRA Advisory Group boosted its position in JPMorgan Chase & Co. by 16.0% during the fourth quarter. MRA Advisory Group now owns 5,543 shares of the financial services provider’s stock worth $1,786,000 after purchasing an additional 764 shares during the period. Bouchey Financial Group Ltd lifted its stake in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Bouchey Financial Group Ltd now owns 8,740 shares of the financial services provider’s stock valued at $2,816,000 after buying an additional 37 shares in the last quarter. M3 Advisory Group LLC boosted its holdings in JPMorgan Chase & Co. by 1.4% in the 4th quarter. M3 Advisory Group LLC now owns 4,075 shares of the financial services provider’s stock worth $1,313,000 after buying an additional 55 shares during the period. Udine Wealth Management Inc. grew its stake in JPMorgan Chase & Co. by 2.9% in the 4th quarter. Udine Wealth Management Inc. now owns 31,989 shares of the financial services provider’s stock valued at $10,307,000 after buying an additional 915 shares in the last quarter. Finally, Pacific Sage Partners LLC raised its holdings in JPMorgan Chase & Co. by 7.4% during the 4th quarter. Pacific Sage Partners LLC now owns 1,123 shares of the financial services provider’s stock valued at $362,000 after acquiring an additional 77 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

JPM has been the subject of a number of research analyst reports. Piper Sandler increased their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday. Daiwa Capital Markets upped their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a report on Tuesday, September 30th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $336.32.

About Representative Williams

Roger Williams (Republican Party) is a member of the U.S. House, representing Texas’ 25th Congressional District. He assumed office on January 3, 2013. His current term ends on January 3, 2027.

Williams (Republican Party) ran for re-election to the U.S. House to represent Texas’ 25th Congressional District. He won in the general election on November 5, 2024.

Williams grew up in Fort Worth. He attended Texas Christian University on a baseball scholarship and went on to play minor league baseball in the Atlanta Braves farm system. An injury ended his baseball career, and he returned to Texas to run the family car dealership.

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.