JPMorgan Chase & Co. $JPM Shares Purchased by Maridea Wealth Management LLC

Maridea Wealth Management LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 65.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,097 shares of the financial services provider’s stock after purchasing an additional 2,797 shares during the quarter. Maridea Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,146,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Peterson Wealth Advisors LLC grew its position in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares during the period. Rialto Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares during the last quarter. TradeWell Securities LLC. lifted its stake in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares during the last quarter. Sharkey Howes & Javer grew its holdings in shares of JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after purchasing an additional 34 shares during the period. Finally, Granite Group Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after purchasing an additional 34 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Management says JPMorgan will be a winner in the AI race and is increasing 2026 tech spend to roughly $20 billion as an investment in long‑term competitiveness and client products. Jamie Dimon Predicts JPMorgan Will Be ‘A Winner’ In AI Race
• Positive Sentiment: JPMorgan signalled higher net interest income (NII) expectations, mid‑teen markets/IB fee growth and a target ROTCE (~17%), signaling management confidence in revenue drivers that support earnings. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
• Neutral Sentiment: CEO Jamie Dimon confirmed he plans to remain CEO “for a few more years,” giving investors clarity on succession timing (reduces uncertainty around leadership transition). Dimon says he will remain CEO for a few years
• Neutral Sentiment: The firm hosted an in‑person investor company update (transcripts and Q&A circulated) that outlined strategy and large ongoing investments — helpful for modeling but raises near‑term expense questions. Executive Q&A Transcript
• Negative Sentiment: Dimon warned markets resemble the run‑up to 2008 and said rivals are doing “dumb things” on credit — comments heightened investor concern about loosening underwriting and a surprise in the credit cycle. Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
• Negative Sentiment: Market reaction: investors sold financials on growing worries about private‑credit and AI‑linked dislocations; news flows cited a wider sector pullback that pressured JPM stock. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: JPMorgan acknowledged closing accounts tied to Donald Trump after Jan. 6 in court filings — a political/legal headline that adds reputational and litigation risk. JPMorgan Acknowledges Shutting Down Trump Accounts

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of recent analyst reports. Truist Financial set a $334.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $339.73.

Insider Buying and Selling

In other news, 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 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. This trade represents a 10.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Robin Leopold sold 432 shares of the business’s stock in a transaction on 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 approximately $20,072,520.42. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.1%

JPM opened at $297.33 on Wednesday. The business has a fifty day moving average price of $314.23 and a 200 day moving average price of $308.35. 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 12 month low of $202.16 and a 12 month high of $337.25. The stock has a market capitalization of $801.90 billion, a price-to-earnings ratio of 14.86, a PEG ratio of 1.45 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the business posted $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

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.