Drucker Wealth 3.0 LLC Sells 2,277 Shares of JPMorgan Chase & Co. $JPM

Drucker Wealth 3.0 LLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,520 shares of the financial services provider’s stock after selling 2,277 shares during the period. JPMorgan Chase & Co. comprises approximately 1.6% of Drucker Wealth 3.0 LLC’s investment portfolio, making the stock its 13th biggest holding. Drucker Wealth 3.0 LLC’s holdings in JPMorgan Chase & Co. were worth $8,996,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in JPM. Mizuho Securities Co. Ltd. lifted its holdings in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC raised its position in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the period. Collier Financial acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $60,000. Finally, Clarity Asset Management Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the transaction, the chief financial officer owned 23,804 shares of the company’s stock, valued at $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Management says JPMorgan will be a winner in the AI race and is increasing 2026 tech spend to roughly $20 billion as an investment in long‑term competitiveness and client products. Jamie Dimon Predicts JPMorgan Will Be ‘A Winner’ In AI Race
• Positive Sentiment: JPMorgan signalled higher net interest income (NII) expectations, mid‑teen markets/IB fee growth and a target ROTCE (~17%), signaling management confidence in revenue drivers that support earnings. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Neutral Sentiment: CEO Jamie Dimon confirmed he plans to remain CEO “for a few more years,” giving investors clarity on succession timing (reduces uncertainty around leadership transition). Dimon says he will remain CEO for a few years
• Neutral Sentiment: The firm hosted an in‑person investor company update (transcripts and Q&A circulated) that outlined strategy and large ongoing investments — helpful for modeling but raises near‑term expense questions. Executive Q&A Transcript
• Negative Sentiment: Dimon warned markets resemble the run‑up to 2008 and said rivals are doing “dumb things” on credit — comments heightened investor concern about loosening underwriting and a surprise in the credit cycle. Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
• Negative Sentiment: Market reaction: investors sold financials on growing worries about private‑credit and AI‑linked dislocations; news flows cited a wider sector pullback that pressured JPM stock. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: JPMorgan acknowledged closing accounts tied to Donald Trump after Jan. 6 in court filings — a political/legal headline that adds reputational and litigation risk. JPMorgan Acknowledges Shutting Down Trump Accounts

JPMorgan Chase & Co. Trading Down 0.1%

Shares of NYSE:JPM opened at $297.33 on Wednesday. The business’s 50 day simple moving average is $314.23 and its 200 day simple moving average is $308.35. 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 current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $801.90 billion, a P/E ratio of 14.86, a P/E/G ratio of 1.45 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results 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. The firm had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the company posted $4.81 EPS. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Ratings Changes

Several research analysts have weighed in on JPM shares. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wells Fargo & Company reduced their price target 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. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $339.73.

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.