Asset Dedication LLC Decreases Stake in JPMorgan Chase & Co. $JPM

Asset Dedication LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 8.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,641 shares of the financial services provider’s stock after selling 2,989 shares during the period. JPMorgan Chase & Co. accounts for about 0.7% of Asset Dedication LLC’s portfolio, making the stock its 24th largest position. Asset Dedication LLC’s holdings in JPMorgan Chase & Co. were worth $9,980,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after acquiring an additional 16,727,530 shares during the period. Danske Bank A S acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $696,885,000. Holocene Advisors LP grew its stake in JPMorgan Chase & Co. by 1,033.3% during the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after purchasing an additional 1,964,958 shares during the last quarter. Finally, Viking Global Investors LP grew its stake in JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.3%

JPMorgan Chase & Co. stock opened at $287.68 on Thursday. The firm has a market cap of $775.88 billion, a price-to-earnings ratio of 14.38, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. 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 price is $304.03 and its 200 day moving average price is $308.08. 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. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the company posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the 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 sale, the chief financial officer directly owned 26,696 shares of the company’s stock, 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 filing with the SEC, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’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 $2,680,923.09. Following the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 71,596 shares of company stock worth $22,067,932. Insiders own 0.47% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan declared a $1.50 quarterly dividend, reaffirming capital return to shareholders and supporting the yield story for income investors. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: The firm unveiled a high‑profile athlete wealth management push (Tom Brady, Dwyane Wade, Megan Rapinoe) aimed at attracting younger/high‑net‑worth clients — a potential long‑term AUM and fee‑revenue driver if it scales. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
• Positive Sentiment: J.P. Morgan Payments and Mastercard launched a virtual card product in Europe targeting accounts‑payable flows — expands payments product set and cross‑sell opportunities for commercial clients. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Neutral Sentiment: JPMorgan hired Goldman veteran Yi Zhang as co‑head of China investment banking and is expanding its Boston footprint (300 jobs) — moves that support future revenue growth but carry near‑term costs. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Neutral Sentiment: JPMorgan set its Q1 earnings call for April 14 — investors will focus on trading revenues, credit metrics and any commentary on private‑credit exposures. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Negative Sentiment: JPMorgan halted plans to underwrite ~$5.3B of Qualtrics debt after weak investor demand and AI‑risk concerns — a sign of strained demand in the leveraged debt market that can reduce fee income and reflects higher underwriting risk. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Reports show JPMorgan is tightening lending to private‑credit funds and marking down loans used as collateral — this both increases capital/credit risk management burden and signals stress in segments that had been growth drivers for banks. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader financial stocks were softer today and JPMorgan research warned that a $90 oil shock could materially pressure the S&P 500 — macro and market‑volatility risks can weigh on trading revenues and loan demand. $90 Oil Threatens 15% S&P 500 Wipeout In 2026, JPMorgan Warns

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. Finally, Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $340.00.

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.