JPMorgan Chase & Co. $JPM Shares Purchased by International Private Wealth Advisors LLC

International Private Wealth Advisors LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 142.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,031 shares of the financial services provider’s stock after acquiring an additional 2,958 shares during the quarter. International Private Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,621,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Roxbury Financial LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.4% in 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 grew its stake in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares in the last quarter. Peterson Wealth Advisors LLC grew 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 purchasing an additional 33 shares in the last quarter. Rialto Wealth Management LLC increased its holdings in JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares during the last quarter. Finally, TradeWell Securities LLC. increased its holdings in JPMorgan Chase & Co. by 0.3% in 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. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on JPM. Robert W. Baird lifted their price target on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Jefferies Financial Group started coverage on JPMorgan Chase & Co. in a research report on Thursday, March 26th. They set a “hold” rating and a $310.00 target price on the stock. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $337.83.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan launched the multi‑year “American Dream Initiative” committing roughly $80B to U.S. small‑business lending, hiring 1,000 bankers and targeted local investments — a direct growth play that can expand client volumes and fee income over time. BusinessWire: American Dream Initiative
• Positive Sentiment: JPMorgan’s Kinexys blockchain is gaining institutional traction — Mitsubishi Corporation will adopt the platform for cross‑border transfers as JPMorgan pushes toward $10B daily volumes. This strengthens transaction‑service revenue and positions the bank in high‑growth payments infrastructure. Zacks: Kinexys/Mitsubishi Tie-Up
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” on JPM with a $325 price target (down from $345) — still constructive but signals more modest near‑term upside. Benzinga: Piper Sandler Note
• Neutral Sentiment: Former JPM strategist commentary (Marko Kolanovic) warns the broader rally may lack durable catalysts — a market‑level caution that could weigh on bank shares if volatility persists. TipRanks: Rally May Not Last
• Negative Sentiment: Investors raised concerns about terms on JPMorgan‑led $7.2B financing tied to Sealed Air, creating underwriting and syndication risk and sparking investor pushback that could pressure fees or force repricing. Bloomberg: Sealed Air Deal Issues
• Negative Sentiment: JPMorgan must face a Wells Fargo lawsuit over a troubled $481M commercial‑real‑estate loan — a legal outcome could produce direct losses or reputational effects depending on judgment. Reuters: Wells Fargo Lawsuit
• Negative Sentiment: Truist trimmed its JPM price target slightly, citing macro pressures — a modest analyst downgrade that could cap near‑term upside if macro risks (oil, geopolitics) persist. Yahoo/InsiderMonkey: Truist Cut

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $294.26 on Wednesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a market capitalization of $793.63 billion, a PE ratio of 14.71, a P/E/G ratio of 1.35 and a beta of 1.06. The company has a fifty day moving average of $299.32 and a two-hundred day moving average of $307.45.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 earnings per share. The business’s revenue was up 7.1% compared to the same quarter last year. As a group, analysts expect 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 paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 over the last ninety days. 0.47% of the stock is owned by corporate insiders.

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.