ARQ Wealth Advisors LLC Makes New Investment in JPMorgan Chase & Co. $JPM

ARQ Wealth Advisors LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,150 shares of the financial services provider’s stock, valued at approximately $678,000.

Other institutional investors also recently bought and sold shares of the company. Creative Planning grew its holdings in JPMorgan Chase & Co. by 2.2% during the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after purchasing an additional 29,844 shares in the last quarter. Triangle Securities Wealth Management increased its stake in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after buying an additional 3,191 shares during the period. Andra AP fonden lifted its holdings in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after buying an additional 3,300 shares in the last quarter. Banco Santander S.A. boosted its position in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after buying an additional 37,550 shares during the last quarter. Finally, Brighton Jones LLC boosted its position in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Proposal to loosen bank capital rules would free up capital for buybacks, dividends and lending, which should boost returns for big banks including JPMorgan. Big Banks Win Big With Proposal to Loosen Capital Rules
• Positive Sentiment: J.P. Morgan Asset Management launched two active Equity Premium Yield ETFs (ROCY, ROCQ), expanding its derivative-income product suite — a potential recurring fee stream. J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq
• Positive Sentiment: New wealth-management push targeting athletes (Athlete Council with high-profile partners) can deepen relationships and generate advisory and deposit flows over time. JPMorganChase Partners With Sports Legends to Help Athletes Master Their Money
• Positive Sentiment: JPMorgan Payments partnered with Mastercard to roll out a virtual card in Europe — product expansion that could boost commercial payments revenue. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Positive Sentiment: JPMorgan is sole mandated lead arranger on a ~$2B loan for Korea Zinc’s U.S. critical-minerals plant — a win for fee income and advisory. Korea Zinc Seeks $2 Billion Loan for US Critical Minerals Plant
• Positive Sentiment: Board declared a $1.50 quarterly dividend (ex-dividend Apr 6) — supports yield-oriented investor appeal and signals capital return commitment. JPMorgan Chase declares $1.50 dividend
• Neutral Sentiment: JPMorgan paused underwriting a $5.3B Qualtrics debt sale after weak demand — highlights episodic stress in syndicated debt markets but limited direct impact on JPM’s core franchise. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Unusually large put-option flow: traders bought ~135,219 puts on JPM (a ~58% rise vs. average), suggesting elevated hedging or bearish bets that can amplify intraday volatility. (internal options flow report)
• Negative Sentiment: JPMorgan strategists cut the S&P 500 year-end target to 7,200, warning that higher oil (and Middle East conflict) could shave corporate earnings — a cautious outlook that can hurt financial-sector sentiment. S&P 500 Price Target Slashed to 7,200 by JPMorgan on Recession Risks
• Negative Sentiment: Rising oil prices and escalating Middle East tensions are prompting investor risk-off that has pressured bank stocks broadly; JPM strategists warn investors may be complacent about the Iran war’s market impact. JPMorgan Strategists Say Investors Are Complacent on Iran War
• Negative Sentiment: Coverage pieces flag JPMorgan’s positioning against private credit and potential friction as that market re-prices — a strategic hedge but one that could get “messy” if stress rises. How JPMorgan Chase Is Betting Against Private Credit and Why It Could Get Messy

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $287.91 on Friday. 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. has a 1 year low of $202.16 and a 1 year high of $337.25. The firm’s 50-day simple moving average is $303.18 and its 200-day simple moving average is $307.94. The firm has a market cap of $776.50 billion, a PE ratio of 14.39, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06.

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

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on JPM shares. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Daiwa Securities Group lifted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Finally, Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. 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.