JPMorgan Chase & Co. $JPM is Dakota Wealth Management’s 9th Largest Position

Dakota Wealth Management grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 243,841 shares of the financial services provider’s stock after acquiring an additional 4,911 shares during the quarter. JPMorgan Chase & Co. accounts for 1.4% of Dakota Wealth Management’s portfolio, making the stock its 9th biggest holding. Dakota Wealth Management’s holdings in JPMorgan Chase & Co. were worth $78,570,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the company. Stephens Consulting LLC raised its holdings in shares of JPMorgan Chase & Co. by 2.1% during the 4th quarter. Stephens Consulting LLC now owns 8,045 shares of the financial services provider’s stock worth $2,592,000 after acquiring an additional 162 shares in the last quarter. Avaii Wealth Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 4.9% in the fourth quarter. Avaii Wealth Management LLC now owns 28,058 shares of the financial services provider’s stock valued at $9,041,000 after purchasing an additional 1,298 shares in the last quarter. CoreCap Advisors LLC increased its position in JPMorgan Chase & Co. by 2.9% in the fourth quarter. CoreCap Advisors LLC now owns 29,865 shares of the financial services provider’s stock worth $9,623,000 after purchasing an additional 851 shares during the last quarter. Mather Group LLC. increased its position in JPMorgan Chase & Co. by 3.6% in the fourth quarter. Mather Group LLC. now owns 22,206 shares of the financial services provider’s stock worth $7,155,000 after purchasing an additional 776 shares during the last quarter. Finally, Sage Advisors LLC raised its stake in JPMorgan Chase & Co. by 117.5% during the fourth quarter. Sage Advisors LLC now owns 3,161 shares of the financial services provider’s stock valued at $1,019,000 after purchasing an additional 1,708 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Mitsubishi Corporation will use JPMorgan’s Kinexys blockchain for cross-border corporate payments, reinforcing adoption of JPM’s digital-asset rails and supporting management’s $10bn/day transaction target — a clear upside for fee revenue and product differentiation. Mitsubishi adopts JPMorgan blockchain for corporate payments
• Positive Sentiment: Multiple reports highlight JPMorgan expanding Kinexys usage and targeting higher daily volumes (from ~$7bn toward $10bn), underscoring scalable transaction volumes and institutional demand for blockchain settlement. JPMorgan expands digital assets push with Mitsubishi deal
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” stance on JPM with a $325 price target (down from $345) — still showing analyst conviction in the bank’s franchise but reducing near-term upside expectations. Piper Sandler coverage note
• Neutral Sentiment: Jefferies initiated research coverage (recent start of coverage), and dividend-focused pieces from Zacks/Yahoo reiterate JPM’s appeal for income investors — supportive background but unlikely to move shares materially by itself. Jefferies / dividend coverage
• Negative Sentiment: Truist cut its JPM price target to $323 from $330 and kept a Hold rating, signaling some caution on macro pressures that could weigh on earnings momentum. Truist price-target cut
• Negative Sentiment: Investors are balking at terms in JPMorgan’s role arranging the $7.2bn Sealed Air financing, raising questions about underwriting risk and potential mark/fee sensitivity if allocations sour — a reputational and P&L risk if deals underperform. Investors balk at Sealed Air deal terms
• Negative Sentiment: A federal judge allowed Wells Fargo’s breach-of-contract suit over a $481m commercial real-estate loan to proceed against JPMorgan, introducing litigation risk and potential losses/costs. JPMorgan must face Wells Fargo lawsuit

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Jefferies Financial Group started coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, March 26th. They set a “hold” rating and a $310.00 price objective for the company. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. Daiwa Securities Group increased their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $337.83.

JPMorgan Chase & Co. Trading Up 0.3%

JPM stock opened at $283.64 on Tuesday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock has a market capitalization of $764.99 billion, a price-to-earnings ratio of 14.18, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. 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’s fifty day simple moving average is $299.49 and its two-hundred day simple moving average is $307.54.

JPMorgan Chase & Co. (NYSE:JPM) last announced its 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 business had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.81 earnings per share. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 transaction, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 over the last three months. 0.47% of the stock is currently owned by company insiders.

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.