Baldwin Wealth Partners LLC MA Has $30.88 Million Position in JPMorgan Chase & Co. $JPM

Baldwin Wealth Partners LLC MA boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,821 shares of the financial services provider’s stock after purchasing an additional 3,230 shares during the quarter. JPMorgan Chase & Co. comprises about 2.0% of Baldwin Wealth Partners LLC MA’s portfolio, making the stock its 13th biggest holding. Baldwin Wealth Partners LLC MA’s holdings in JPMorgan Chase & Co. were worth $30,875,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JPM. Hilltop National Bank increased its position in JPMorgan Chase & Co. by 7.9% during the 4th quarter. Hilltop National Bank now owns 11,167 shares of the financial services provider’s stock worth $3,598,000 after buying an additional 822 shares during the period. Lakeridge Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. by 1.5% in the fourth quarter. Lakeridge Wealth Management LLC now owns 11,898 shares of the financial services provider’s stock valued at $3,834,000 after acquiring an additional 177 shares during the period. Baring Financial LLC boosted its position in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Baring Financial LLC now owns 5,569 shares of the financial services provider’s stock valued at $1,795,000 after acquiring an additional 79 shares during the period. Sagespring Wealth Partners LLC grew its stake in shares of JPMorgan Chase & Co. by 1.0% in the fourth quarter. Sagespring Wealth Partners LLC now owns 76,525 shares of the financial services provider’s stock valued at $24,658,000 after acquiring an additional 774 shares in the last quarter. Finally, Precedent Wealth Partners LLC grew its stake in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Precedent Wealth Partners LLC now owns 12,734 shares of the financial services provider’s stock valued at $4,103,000 after acquiring an additional 170 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $290.16 on Tuesday. The company’s 50-day moving average price is $301.64 and its two-hundred day moving average price is $307.86. The firm has a market cap of $782.56 billion, a P/E ratio of 14.50, a P/E/G ratio of 1.19 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share 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 net margin of 20.35% and a return on equity of 17.16%. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.81 EPS. On average, analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders 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 dividend payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on JPM. Piper Sandler lifted their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. The Goldman Sachs Group raised their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Robert W. Baird lifted their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research report on Wednesday, March 4th. Finally, HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. 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 data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $340.00.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is leading large financing deals for leveraged buyouts and syndications (boosting fee and loan revenue) — banks led by JPM kicked off an ~$8 billion junk‑bond sale to fund the EA buyout and increased the loan portion to about $5 billion. JPMorgan kicks off US$8 billion junk-bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded a credit commitment to Core Scientific with an extra $500M (bringing the facility to $1B), signalling further exposure to AI/data‑center and higher lending/fee opportunities. JPMorgan Adds $500M to Core Scientific Financing, Total Hits $1B
• Positive Sentiment: JPMorgan rolled out a client hedging solution aimed at AI‑related debt risk, demonstrating product innovation that can drive trading and advisory revenues. JPMorgan offers clients a new way to hedge AI debt risk
• Positive Sentiment: Regulatory relief could free up capital and boost lending capacity for big banks; analysts note proposed easing of capital rules could benefit JPMorgan’s franchise. The Zacks Analyst Blog Highlights JPMorgan
• Neutral Sentiment: CEO Jamie Dimon reiterated JPMorgan’s active AI deployment and warned about job displacement, underscoring the bank’s strategic focus but offering limited immediate financial impact. Jamie Dimon on AI Job Losses
• Neutral Sentiment: Industry research highlights tokenized deposits and on‑chain cash initiatives that include JPMorgan’s Kinexys effort — strategic positioning but longer‑term impact. Banks push tokenized deposits as onchain cash race intensifies
• Neutral Sentiment: Small institutional filings and analyst pieces (e.g., Zacks, MarketBeat/Fool previews) are circulating ahead of JPM’s April earnings, keeping attention on upcoming results rather than changing fundamentals today. JPMorgan Chase Surpasses Market Returns
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may weigh on investor sentiment and make clients more defensive ahead of macro prints and the bank’s earnings. JPMorgan just slashed 2026 stock market outlook again

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.