Beirne Wealth Consulting Services LLC Raises Position in JPMorgan Chase & Co. $JPM

Beirne Wealth Consulting Services LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 149.4% during the third quarter, according to its most recent filing with the SEC. The firm owned 5,056 shares of the financial services provider’s stock after acquiring an additional 3,029 shares during the period. Beirne Wealth Consulting Services LLC’s holdings in JPMorgan Chase & Co. were worth $1,595,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in JPM. Geode Capital Management LLC raised its holdings in JPMorgan Chase & Co. by 0.5% in the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after purchasing an additional 300,160 shares in the last quarter. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares during the period. Invesco Ltd. increased its stake in shares of JPMorgan Chase & Co. by 4.2% in the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after acquiring an additional 577,860 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock valued at $2,181,338,000 after acquiring an additional 76,413 shares during the period. Institutional investors own 71.55% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Management says JPMorgan will be a winner in the AI race and is increasing 2026 tech spend to roughly $20 billion as an investment in long‑term competitiveness and client products. Jamie Dimon Predicts JPMorgan Will Be ‘A Winner’ In AI Race
• Positive Sentiment: JPMorgan signalled higher net interest income (NII) expectations, mid‑teen markets/IB fee growth and a target ROTCE (~17%), signaling management confidence in revenue drivers that support earnings. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Neutral Sentiment: CEO Jamie Dimon confirmed he plans to remain CEO “for a few more years,” giving investors clarity on succession timing (reduces uncertainty around leadership transition). Dimon says he will remain CEO for a few years
• Neutral Sentiment: The firm hosted an in‑person investor company update (transcripts and Q&A circulated) that outlined strategy and large ongoing investments — helpful for modeling but raises near‑term expense questions. Executive Q&A Transcript
• Negative Sentiment: Dimon warned markets resemble the run‑up to 2008 and said rivals are doing “dumb things” on credit — comments heightened investor concern about loosening underwriting and a surprise in the credit cycle. Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
• Negative Sentiment: Market reaction: investors sold financials on growing worries about private‑credit and AI‑linked dislocations; news flows cited a wider sector pullback that pressured JPM stock. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: JPMorgan acknowledged closing accounts tied to Donald Trump after Jan. 6 in court filings — a political/legal headline that adds reputational and litigation risk. JPMorgan Acknowledges Shutting Down Trump Accounts

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 in the last 90 days. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $297.33 on Wednesday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock has a 50-day moving average of $314.23 and a 200 day moving average of $308.35. The company has a market capitalization of $801.90 billion, a price-to-earnings ratio of 14.86, a PEG ratio of 1.45 and a beta of 1.08. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate 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 $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the business earned $4.81 EPS. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a $1.50 dividend. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on JPM shares. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Daiwa Securities Group raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $339.73.

JPMorgan Chase & Co. Company Profile

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.