Inspirion Wealth Advisors LLC Increases Holdings in JPMorgan Chase & Co. $JPM

Inspirion Wealth Advisors LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 70.8% during the 4th quarter, Holdings Channel reports. The firm owned 4,976 shares of the financial services provider’s stock after acquiring an additional 2,062 shares during the quarter. Inspirion Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,603,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Mizuho Securities Co. Ltd. increased its stake in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC lifted its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. in the third quarter worth about $35,000. Finally, Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. in the fourth quarter worth about $52,000. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

JPM has been the topic of a number of research reports. Wells Fargo & Company cut their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Piper Sandler upped their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Finally, HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $340.00.

JPMorgan Chase & Co. Stock Up 1.1%

Shares of JPM stock opened at $295.57 on Thursday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The stock’s fifty day moving average price is $301.01 and its 200 day moving average price is $307.75. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market cap of $797.16 billion, a price-to-earnings ratio of 14.77, a price-to-earnings-growth ratio of 1.21 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating 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 company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the business posted $4.81 earnings per share. The firm’s revenue was up 7.1% compared to the same quarter last year. On average, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the business’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 transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The transaction was disclosed in a document filed 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 transaction of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders 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 currently owned by insiders.

Key JPMorgan Chase & Co. News

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. 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.