A4 Wealth Advisors LLC Makes New $1.65 Million Investment in JPMorgan Chase & Co. $JPM

A4 Wealth Advisors LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,228 shares of the financial services provider’s stock, valued at approximately $1,649,000. JPMorgan Chase & Co. comprises 1.4% of A4 Wealth Advisors LLC’s portfolio, making the stock its 18th biggest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares during the last quarter. TradeWell Securities LLC. raised its stake in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after acquiring an additional 34 shares in the last quarter. Sharkey Howes & Javer lifted its position in JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after acquiring an additional 34 shares during the last quarter. Granite Group Advisors LLC lifted its position in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after acquiring an additional 34 shares during the last quarter. Finally, JFS Wealth Advisors LLC boosted its stake in JPMorgan Chase & Co. by 0.4% in the second quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after acquiring an additional 35 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the topic of a number of research analyst reports. Truist Financial set a $334.00 target price on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Wells Fargo & Company lifted their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $340.18.

Insider Activity

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The stock was 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 in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 14,868 shares of company stock valued at $4,650,596 in the last three months. 0.47% of the stock is currently owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Baird moved JPMorgan to Neutral after the strong Q4 results, highlighting the firm’s beat on revenue and EPS that supports near‑term earnings momentum. Baird Upgrade
• Positive Sentiment: HSBC upgraded JPM to Hold and set a $319 price target, signaling some analyst support after recent weakness and helping limit downside. HSBC Upgrade
• Positive Sentiment: JPMorgan says bespoke municipal‑bond accounts grew to $1.3T — a positive for fee income and asset‑management scale. Muni Accounts Growth
• Positive Sentiment: JPMorgan arranged financing in Databricks’ $5B raise (including $2B debt led by JPM), a win for investment‑banking/credit revenue. Databricks Financing
• Neutral Sentiment: JPMorgan Asset Management announced cash distributions for several TSX‑listed JPM ETFs — routine for the asset‑management business and unlikely to move the stock materially. ETF Distributions
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — useful for management tone/guidance but no market‑moving surprises reported. UBS Conference Transcript
• Neutral Sentiment: JPMorgan research and analyst calls are influencing tech names (e.g., commentary lifting Figma/Shopify), showing the bank’s research sway but only an indirect impact on JPM stock. Figma Article Shopify Article
• Negative Sentiment: JPMorgan Global Research warns home prices may fall fastest in parts of the Sun Belt and West Coast — a macro call that raises concerns about regional mortgage/consumer credit exposure. Housing Forecast
• Negative Sentiment: Some technical/market commentary flags a potential near‑term correction after recent gains, which can amplify selling pressure in the stock. Technical Correction Note

JPMorgan Chase & Co. Stock Down 1.2%

JPM stock opened at $318.13 on Wednesday. The stock has a market capitalization of $866.03 billion, a PE ratio of 15.90, a price-to-earnings-growth ratio of 1.57 and a beta of 1.07. The company has a fifty day moving average of $316.07 and a 200-day moving average of $307.54. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly 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 $46.77 billion during the quarter, compared to analysts’ expectations 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 revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio 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.