Ashton Thomas Private Wealth LLC Has $36.15 Million Position in JPMorgan Chase & Co. $JPM

Ashton Thomas Private Wealth LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 33.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 114,616 shares of the financial services provider’s stock after acquiring an additional 28,913 shares during the period. JPMorgan Chase & Co. comprises about 0.9% of Ashton Thomas Private Wealth LLC’s investment portfolio, making the stock its 16th biggest position. Ashton Thomas Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $36,153,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in JPM. Geode Capital Management LLC grew its stake in JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after buying an additional 300,160 shares during the last quarter. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the second quarter worth $10,295,209,000. Laurel Wealth Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Invesco Ltd. grew its position in shares of JPMorgan Chase & Co. by 4.2% in the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock valued at $4,155,111,000 after purchasing an additional 577,860 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after purchasing an additional 76,413 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at $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. In the last three months, insiders have sold 14,868 shares of company stock valued at $4,650,596. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is reorganizing its Commercial & Investment Bank to “maximize” AI and named longtime insider Guy Halamish as COO to lead data and AI strategy — a move management says will accelerate AI deployment, cut friction and potentially lift margins and fee opportunities across the division. JPMorgan’s commercial and investment bank names Halamish as COO to lead AI strategy, memo shows
• Positive Sentiment: Multiple outlets report the internal reorg and Halamish appointment as part of a broader AI push that could support revenue diversification (trading, advisory, tech-enabled services) and reduce long‑run costs — a strategic tailwind that helps explain investor interest despite today’s weakness. JPMorgan is reorganizing its commercial and investment bank as part of its AI push
• Neutral Sentiment: 13F/portfolio filings and fund activity from JPMorgan-controlled funds show shifts into and out of several large names and new positions — notable for institutional flows but not an immediate signal on JPM’s own operating performance. Fund Update: JPMORGAN CHASE & CO Just Disclosed New Holdings
• Neutral Sentiment: JPMorgan strategists continue to publish bullish market views (e.g., on software/AI), which supports fee and trading pipelines over time but is a longer‑term theme rather than a same‑day driver. JP Morgan’s note to investors on software companies
• Negative Sentiment: Political and reputational pressure: a Trump‑related “debanking” story and public attacks from a former Trump adviser over JPM’s credit‑card rates have emerged, increasing regulatory and reputational risk that can pressure retail and institutional sentiment. JPMorgan hints at why it shut down Trump’s bank accounts after $5B lawsuit. Is ‘debanking’ against the law in America?
• Negative Sentiment: Political criticism has already correlated with intraday selling: a prominent Trump adviser publicly blasted JPM’s CEO over card rates, coinciding with a pullback in the stock this morning. That kind of headline risk can amplify short‑term volatility even if fundamentals remain intact. ‘You Are a Criminal’: JPMorgan Stock (JPM) Slides as Trump Adviser Bashes CEO over Credit Card Rates

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research analyst reports. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $340.18.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $302.68 on Friday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50 day moving average price is $315.78 and its 200-day moving average price is $307.53. The stock has a market cap of $823.98 billion, a P/E ratio of 15.13, a P/E/G ratio of 1.52 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period last year, the business earned $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

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.