Dynamic Advisor Solutions LLC Reduces Holdings in JPMorgan Chase & Co. $JPM

Dynamic Advisor Solutions LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 79,330 shares of the financial services provider’s stock after selling 2,422 shares during the quarter. JPMorgan Chase & Co. comprises approximately 0.8% of Dynamic Advisor Solutions LLC’s investment portfolio, making the stock its 25th largest holding. Dynamic Advisor Solutions LLC’s holdings in JPMorgan Chase & Co. were worth $25,562,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Roxbury Financial LLC increased its stake in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares during the period. Rialto Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after buying an additional 33 shares during the period. Finally, TradeWell Securities LLC. grew its holdings in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was 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 in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the sale, 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 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on JPM shares. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Wells Fargo & Company dropped their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $340.00.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is leading large financing deals that should boost fees and underwriting revenue — the bank kicked off an ~$8 billion junk‑bond offering to finance the record EA leveraged buyout, and is syndicating a major loan package. This underpins near‑term investment banking income. JPMorgan launches $8 billion bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded credit exposure to AI/data‑centre operator Core Scientific (adding $500M to a facility, to $1B), a sign of growing lending and fee activity tied to secular AI/data‑centre demand. JPMorgan Adds $500M to Core Scientific Financing
• Positive Sentiment: Regulatory proposals that would ease capital requirements for large banks could free up tens of billions in capital and improve return on equity — a potential structural tailwind for JPMorgan’s lending capacity and buyback/dividend optionality. Large Banks Score Major Regulatory Win
• Positive Sentiment: Broader market technicals signal a potential rebound for the S&P 500, which could lift big-bank stocks like JPMorgan as risk appetite returns ahead of earnings season. S&P 500 Fires Buy Signal
• Neutral Sentiment: Market attention is turning to JPMorgan’s Q1 preview: analysts expect single‑digit EPS growth and the bank reports in mid‑April — results and guidance will likely be the biggest immediate catalyst. JPMorgan Chase Earnings Preview
• Neutral Sentiment: CEO Jamie Dimon’s public comments on remote work, AI and Middle East risks keep investor focus on management views and strategic positioning but are unlikely to change fundamentals today. Jamie Dimon on remote work
• Neutral Sentiment: Operational/regulatory items — a JPMorgan exec flagged “vague” carbon‑market contracts and the bank is piloting employee‑monitoring tools and lobbying on stablecoin rules; these reflect strategic/operational execution but limited immediate earnings impact. JPMorgan executive on carbon markets JPMorgan on burnout monitoring and stablecoin lobbying
• Negative Sentiment: Legal/reputational risk: former President Trump is pressing to keep a “debanking” lawsuit against JPMorgan (and CEO Jamie Dimon) in Florida — an adverse ruling or prolonged litigation could be a reputational and legal overhang. Trump argues to keep JPMorgan ‘debanking’ lawsuit in Florida
• Negative Sentiment: Minor insider selling disclosed (433 shares sold by an insider) — small in scale but a note for governance/position‑monitoring investors. SEC filing: insider sale

JPMorgan Chase & Co. Trading Up 1.1%

JPM stock opened at $295.57 on Thursday. 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 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a market cap of $797.16 billion, a P/E ratio of 14.77, a PEG ratio of 1.21 and a beta of 1.06. The company’s 50-day simple moving average is $301.01 and its 200-day simple moving average is $307.75.

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 for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.81 EPS. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

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.