Trajan Wealth LLC Purchases 7,915 Shares of JPMorgan Chase & Co. $JPM

Trajan Wealth LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 15.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 59,108 shares of the financial services provider’s stock after acquiring an additional 7,915 shares during the quarter. Trajan Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $18,644,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Verus Capital Partners LLC raised its stake in JPMorgan Chase & Co. by 8.1% during the third quarter. Verus Capital Partners LLC now owns 16,593 shares of the financial services provider’s stock valued at $5,234,000 after purchasing an additional 1,239 shares in the last quarter. Aries Wealth Management increased its holdings in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Aries Wealth Management now owns 17,561 shares of the financial services provider’s stock worth $5,539,000 after buying an additional 322 shares during the last quarter. O Neil Global Advisors Inc. raised its position in shares of JPMorgan Chase & Co. by 1.5% during the 3rd quarter. O Neil Global Advisors Inc. now owns 5,566 shares of the financial services provider’s stock valued at $1,756,000 after buying an additional 82 shares in the last quarter. Sound View Wealth Advisors Group LLC grew its position in JPMorgan Chase & Co. by 1.1% in the third quarter. Sound View Wealth Advisors Group LLC now owns 64,131 shares of the financial services provider’s stock worth $20,229,000 after acquiring an additional 672 shares in the last quarter. Finally, Clearstead Trust LLC increased its stake in JPMorgan Chase & Co. by 3.6% during the third quarter. Clearstead Trust LLC now owns 36,729 shares of the financial services provider’s stock worth $11,586,000 after acquiring an additional 1,267 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Down 2.3%

Shares of JPM opened at $299.10 on Monday. The firm has a fifty day moving average price of $313.51 and a 200-day moving average price of $308.61. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a market capitalization of $806.69 billion, a P/E ratio of 14.95, a P/E/G ratio of 1.24 and a beta of 1.06. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

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 for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the business posted $4.81 EPS. Equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current 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 issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan forecasts a renewed crypto upswing tied to regulatory clarity (the “Clarity Act”), which could boost custody, prime brokerage and institutional trading opportunities for large banks that offer digital-asset services. Read More.
• Positive Sentiment: JPMorgan-sourced data shows retail investor flows rotating from crypto into equities — a shift that can lift equity trading volumes, retail brokerage activity and ETF flows (areas that support JPM’s markets and consumer segments). Read More.
• Positive Sentiment: J.P. Morgan’s Nasdaq Equity Premium Income ETF (JEPQ) has seen strong inflows recently, which is supportive for asset-gathering and fee revenue at the asset-management arm. Read More.
• Neutral Sentiment: JPMorgan has reduced or exited certain external equity stakes (e.g., notifying IDP Education that it ceased being a substantial holder) — routine portfolio moves that have limited bearing on core JPM earnings. Read More.
• Negative Sentiment: JPMorgan strategists warn a sustained Gulf conflict could push oil toward $120/barrel; higher oil raises inflation and recession risk, can increase credit stress in sensitive sectors and typically dents broad market sentiment — a headwind for bank stocks. Read More.
• Negative Sentiment: Analysts at JPMorgan are urging buys in European oil majors as Gulf supply risks rise — a sign the firm sees sustained energy-driven market volatility ahead, which can hurt risk assets and pressure trading/credit outlooks if conflict escalates. Read More.
• Negative Sentiment: Operational and safety responses to Iran strikes (banks including JPMorgan told staff to work from home) underline heightened geopolitical risk and potential near‑term disruption to regional operations and travel — an acute operational risk factor. Read More.
• Negative Sentiment: JPMorgan’s exit from its robo-advisor service reflects strategic pullbacks in lower-margin retail initiatives; that can trim future digital-wealth growth prospects even as the bank reallocates resources to higher-return businesses. Read More.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 over the last quarter. Insiders own 0.47% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on JPM shares. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Wells Fargo & Company lowered their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Truist Financial cut their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Finally, Daiwa Securities Group raised their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

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.