JPMorgan Chase & Co. $JPM Shares Bought by Curated Wealth Partners LLC

Curated Wealth Partners LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 50.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,288 shares of the financial services provider’s stock after purchasing an additional 2,102 shares during the quarter. Curated Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $2,026,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Wealth Group Ltd. purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth $230,000. Fjell Capital LLC raised its holdings in JPMorgan Chase & Co. by 5.1% in the 4th quarter. Fjell Capital LLC now owns 6,409 shares of the financial services provider’s stock valued at $2,065,000 after buying an additional 310 shares during the period. Wiser Wealth Management Inc raised its holdings in JPMorgan Chase & Co. by 2.2% in the 4th quarter. Wiser Wealth Management Inc now owns 1,743 shares of the financial services provider’s stock valued at $562,000 after buying an additional 38 shares during the period. Breakthru Advisory Services LLC lifted its position in JPMorgan Chase & Co. by 2.5% in the fourth quarter. Breakthru Advisory Services LLC now owns 2,704 shares of the financial services provider’s stock valued at $871,000 after buying an additional 66 shares during the last quarter. Finally, Eastover Investment Advisors LLC lifted its position in JPMorgan Chase & Co. by 4.3% in the fourth quarter. Eastover Investment Advisors LLC now owns 1,022 shares of the financial services provider’s stock valued at $329,000 after buying an additional 42 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Fed proposal to ease post‑2008 capital rules should free up capital and boost returns for large banks like JPMorgan, improving earnings power and capital deployment prospects. How to Approach JPMorgan Stock as Fed Set to Ease Capital Rules
• Positive Sentiment: Technical/flow signal: heavy put buying and extreme options activity in JPM has historically preceded rebounds — an indicator that contrarian buyers may step in. This can support a near‑term bounce. Option Activity Is Bullish For JPMorgan And Financial Sector (Technical Analysis)
• Positive Sentiment: Investment banking upside: Anthropic is considering an IPO and has talked with banks including JPMorgan — potential M&A/IB fee opportunities if JPM participates. Claude AI Maker Anthropic Considers IPO as Soon as October
• Neutral Sentiment: Asset‑management product update: JPMorgan plans a private‑credit fund with limited redemptions (7.5%) — expands product set and fee income but comes with liquidity/market‑timing considerations. JPMorgan Plans Private Credit Fund That Allows 7.5% Redemptions
• Neutral Sentiment: Back‑office/listing housekeeping: J.P. Morgan Asset Management will transfer 14 ETFs to new listing exchanges on April 16 — operational item with limited direct share‑price impact. J.P. Morgan to Transfer 14 ETFs From Current Exchanges
• Negative Sentiment: Heavy insider selling and disclosed lobbying spend: recent filings show extensive insider sales (multiple executives, including Dimon, sold shares) — can be perceived negatively by the market even if sales are for diversification/compensation reasons. Lobbying Update: $60,000 of JPMORGAN CHASE HOLDINGS LLC lobbying was just disclosed
• Negative Sentiment: Geopolitical and FX pressure: Middle East conflict and surge in the dollar are driving safe‑haven flows and market volatility — broader headwinds for financial stocks and trading revenues, which helps explain today’s weakness in JPM. Also, JPM strategists warn of oil‑flow shocks through the Strait of Hormuz that could fuel further volatility. Dollar’s Best Run Since July Roils Wall Street’s FX Roadmap This map shows a crude ticking time bomb that hits much of the world’s oil supply in April

JPMorgan Chase & Co. Stock Down 3.0%

Shares of JPM opened at $282.98 on Friday. The stock has a market capitalization of $763.20 billion, a PE ratio of 14.14, a P/E/G ratio of 1.17 and a beta of 1.06. 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 quick ratio of 0.85 and a current ratio of 0.85. The company’s 50-day simple moving average is $300.06 and its 200-day simple moving average is $307.64.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the firm posted $4.81 earnings per share. Analysts forecast 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 declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend 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%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on JPM shares. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research report on Thursday, February 5th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Piper Sandler lifted their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Robert W. Baird boosted their target price on 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, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $338.70.

Insider Buying and Selling

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 over the last three months. 0.47% of the stock is owned by insiders.

About JPMorgan Chase & Co.

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.