Holos Integrated Wealth LLC Invests $942,000 in JPMorgan Chase & Co. $JPM

Holos Integrated Wealth LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,894 shares of the financial services provider’s stock, valued at approximately $942,000. JPMorgan Chase & Co. accounts for about 0.5% of Holos Integrated Wealth LLC’s investment portfolio, making the stock its 27th biggest holding.

Several other large investors have also recently added to or reduced their stakes in the business. Mizuho Securities Co. Ltd. boosted its position in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the period. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $32,000. Family Legacy Financial Solutions LLC increased its position in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at $35,000. Finally, Miller Global Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at $52,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 over the last three months. 0.47% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on JPM shares. Truist Financial lowered their target price on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. CICC Research assumed coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. Stock Down 0.5%

JPMorgan Chase & Co. stock opened at $286.59 on Friday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The stock has a market cap of $772.95 billion, a PE ratio of 14.32, a P/E/G ratio of 1.19 and a beta of 1.06. The stock’s fifty day moving average is $302.33 and its two-hundred day moving average is $307.89.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results 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. The company 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%.JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 EPS. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal 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 dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

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.