JPMorgan Chase & Co. $JPM Position Lowered by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 987,865 shares of the financial services provider’s stock after selling 13,494 shares during the quarter. JPMorgan Chase & Co. comprises approximately 4.6% of Bradley Foster & Sargent Inc. CT’s holdings, making the stock its 2nd largest holding. Bradley Foster & Sargent Inc. CT’s holdings in JPMorgan Chase & Co. were worth $311,602,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the period. Acorns Advisers LLC lifted its stake in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares in the last quarter. Sendero Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 1.0% during the second quarter. Sendero Wealth Management LLC now owns 5,659 shares of the financial services provider’s stock worth $1,641,000 after purchasing an additional 57 shares in the last quarter. Ignite Planners LLC boosted its position in shares of JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after buying an additional 78 shares during the period. Finally, United Bank grew its stake in shares of JPMorgan Chase & Co. by 5.2% in the second quarter. United Bank now owns 28,014 shares of the financial services provider’s stock valued at $8,122,000 after buying an additional 1,392 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 1.0%

Shares of NYSE:JPM opened at $300.62 on Wednesday. The firm has a market cap of $810.78 billion, a PE ratio of 15.02, a price-to-earnings-growth ratio of 1.23 and a beta of 1.06. The company has a fifty day simple moving average of $312.50 and a 200 day simple moving average of $308.70. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. The company 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 firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period last year, the business earned $4.81 EPS. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date 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 presently 29.99%.

Insider Activity

In related news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last three months. Company insiders own 0.47% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: J.P. Morgan Asset Management hired Stephanie Davis as Head of Private Wealth Alternatives and added senior sales leadership—moves that expand fee-based private-wealth offerings and could lift asset-management revenue over time. Read More.
• Positive Sentiment: CEO Jamie Dimon urged that stablecoin issuers who pay interest should meet bank-like capital, liquidity and AML rules—policy pressure that could curb fintech competition and benefit regulated banks like JPM if enacted. Read More.
• Positive Sentiment: JPMorgan is pursuing a two-pronged growth strategy: accelerating branch expansion in underserved U.S. markets while stepping up AI investments to improve efficiency and risk controls—this mix targets both deposit growth and longer-term cost/efficiency gains. Read More.
• Positive Sentiment: JPMorgan bankers highlight AI’s potential to transform credit markets and trading workflows, which could boost trading margins and cut costs if deployment scales as planned. Read More.
• Neutral Sentiment: Dimon called the $5bn “debanking” lawsuit by former President Trump without merit but acknowledged the reputational sensitivity around account closures—limits legal risk but keeps regulatory/PR issues on investors’ radars. Read More.
• Neutral Sentiment: JPMorgan analysts warned of an “oil shock” scenario that could push crude toward $120/barrel and recommended European oil majors—this forecast implies greater market volatility (good for some trading revenues, riskier for consumer inflation). Read More.
• Neutral Sentiment: The firm temporarily shifted U.S. staff in the Middle East to remote work amid Iran tensions—operational precaution with limited direct financial impact but highlights geopolitical risk exposure. Read More.
• Negative Sentiment: Dimon warned the next credit cycle could be “worse than normal” and flagged complacency in markets and potential inflation risks tied to Middle East conflict—comments increase investor concern about loan losses, reserves and market volatility. Read More.
• Negative Sentiment: JPMorgan is named in a new lawsuit from Tricolor noteholders alleging ignored audit red flags in ABS deals—ongoing litigation could mean legal exposure or reputational costs if it escalates. Read More.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Truist Financial reduced their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $339.55.

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.