CWA Asset Management Group LLC Sells 2,631 Shares of JPMorgan Chase & Co. $JPM

CWA Asset Management Group LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,703 shares of the financial services provider’s stock after selling 2,631 shares during the quarter. JPMorgan Chase & Co. makes up 1.1% of CWA Asset Management Group LLC’s portfolio, making the stock its 17th biggest holding. CWA Asset Management Group LLC’s holdings in JPMorgan Chase & Co. were worth $31,804,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Aventura Private Wealth LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter worth $1,677,000. Innova Wealth Partners lifted its position in JPMorgan Chase & Co. by 11.8% during the fourth quarter. Innova Wealth Partners now owns 1,938 shares of the financial services provider’s stock valued at $624,000 after purchasing an additional 205 shares in the last quarter. Baldwin Wealth Partners LLC MA grew its holdings in JPMorgan Chase & Co. by 3.5% during the fourth quarter. Baldwin Wealth Partners LLC MA now owns 95,821 shares of the financial services provider’s stock valued at $30,875,000 after purchasing an additional 3,230 shares during the period. Hilltop National Bank grew its holdings in JPMorgan Chase & Co. by 7.9% during the fourth quarter. Hilltop National Bank now owns 11,167 shares of the financial services provider’s stock valued at $3,598,000 after purchasing an additional 822 shares during the period. Finally, Lakeridge Wealth Management LLC increased its position in 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 worth $3,834,000 after buying an additional 177 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. News Roundup

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

Insider Activity

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the sale, the chief financial officer owned 23,804 shares in the company, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. Company insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

JPM has been the topic of several recent research reports. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Wells Fargo & Company cut their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Truist Financial reduced their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $340.00.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $290.16 on Tuesday. The firm has a market cap of $782.56 billion, a price-to-earnings ratio of 14.50, a price-to-earnings-growth 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. The business has a 50-day moving average price of $301.64 and a 200-day moving average price of $307.86. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

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

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed 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 29.99%.

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.