JPMorgan Chase & Co. $JPM Shares Sold by Accredited Wealth Management LLC

Accredited Wealth Management LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 92.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 303 shares of the financial services provider’s stock after selling 3,520 shares during the quarter. Accredited Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $96,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Gentry Private Wealth LLC boosted its stake in shares of JPMorgan Chase & Co. by 4.3% in the 3rd quarter. Gentry Private Wealth LLC now owns 2,526 shares of the financial services provider’s stock valued at $797,000 after buying an additional 103 shares during the period. Ibex Wealth Advisors raised its holdings in JPMorgan Chase & Co. by 5.5% in the third quarter. Ibex Wealth Advisors now owns 8,692 shares of the financial services provider’s stock valued at $2,742,000 after acquiring an additional 457 shares in the last quarter. Handelsbanken Fonder AB raised its holdings in JPMorgan Chase & Co. by 24.1% in the third quarter. Handelsbanken Fonder AB now owns 1,752,398 shares of the financial services provider’s stock valued at $552,759,000 after acquiring an additional 340,117 shares in the last quarter. Andra AP fonden lifted its stake in JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after acquiring an additional 3,300 shares during the last quarter. Finally, Banco Santander S.A. grew its holdings in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Truist Financial cut their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Finally, Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. 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 currently has an average rating of “Moderate Buy” and an average price target of $339.55.

JPMorgan Chase & Co. Trading Down 2.0%

JPM opened at $293.30 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The business’s 50 day moving average is $311.19 and its two-hundred day moving average is $308.53. The firm has a market cap of $791.04 billion, a price-to-earnings ratio of 14.66, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for 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 company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period last year, the firm posted $4.81 earnings per share. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given 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 dividend payout ratio (DPR) is presently 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is leading debt financing for a record-setting $55B leveraged buyout of Electronic Arts — a sizable fees opportunity that underscores the firm’s powerhouse investment-banking position. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPM is expanding U.S. branches into underserved areas and increasing AI deployment to boost efficiency and risk management — investments that can improve deposit growth and cut costs over time. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Neutral Sentiment: JPMorgan announced schedules for quarterly earnings review calls and is hosting investor events (including its India credit trip) — routine items that provide transparency but are unlikely to move the stock materially by themselves. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Negative Sentiment: Geopolitical risk tied to the Iran conflict is a major headwind: JPMorgan analysts warn a Strait of Hormuz blockade could choke Iraq and Kuwait oil flows quickly, and the U.S. lacks capacity to fully insure tanker transits — higher oil and inflation risk can pressure markets and bank trading/loan portfolios. Industry casts doubt on Trump plan to insure Gulf oil tankers as Iran war halts transit
• Negative Sentiment: JPMorgan’s public guidance to “buy the dip” contrasts with rising market volatility; CEO Jamie Dimon’s comments about a potential market “skunk” signal management’s caution — these increase investor focus on downside risk and could weigh on sentiment. JPMorgan Urges Investors To ‘Buy The Dip’ Amid US-Iran War: Mohammed El-Erian, Gary Black Diverge On Long-Term Economic Impact
• Neutral Sentiment: Market reports note JPM shares fell more than the broader market in the latest session but still outperformed over a recent window — a reminder that short-term moves reflect both sector rotation and the specific news items above. JPMorgan Chase & Co. stock falls Thursday, still outperforms market Here’s Why JPMorgan Chase & Co. (JPM) Fell More Than Broader Market

Insider Buying and Selling

In related news, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred 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 sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 in the last quarter. Corporate insiders own 0.47% of the company’s stock.

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.