Waterfront Wealth Inc. Has $2.38 Million Holdings in JPMorgan Chase & Co. $JPM

Waterfront Wealth Inc. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,098 shares of the financial services provider’s stock after selling 1,829 shares during the quarter. Waterfront Wealth Inc.’s holdings in JPMorgan Chase & Co. were worth $2,382,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of JPM. Morgan Stanley raised its holdings in JPMorgan Chase & Co. by 1.4% during the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after buying an additional 939,421 shares during the last quarter. Norges Bank bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $11,396,496,000. Bank of New York Mellon Corp grew its holdings in shares of JPMorgan Chase & Co. by 5.4% during the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after buying an additional 1,194,583 shares during the last quarter. Legal & General Group Plc grew its holdings in shares of JPMorgan Chase & Co. by 0.6% during the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after buying an additional 110,586 shares during the last quarter. Finally, Fisher Asset Management LLC increased its position in shares of JPMorgan Chase & Co. by 1.9% during the fourth quarter. Fisher Asset Management LLC now owns 16,018,656 shares of the financial services provider’s stock worth $5,161,532,000 after acquiring an additional 296,213 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan posted record quarterly profit and a major earnings beat, fueled by a rebound in dealmaking and very strong trading results. Reuters article
• Positive Sentiment: Investment banking fees and equity trading revenue jumped sharply, reinforcing the view that volatile markets and AI-related capital markets activity are supporting earnings. CNBC article
• Positive Sentiment: Analysts and media coverage highlighted the strong quarter as evidence that JPMorgan remains one of the best-positioned big banks, with expectations for continued dividend growth and solid net interest income. MarketBeat article
• Neutral Sentiment: Management said consumer spending and credit trends remain resilient, suggesting the U.S. economy is still supporting bank fundamentals, but this is more confirmation than a new catalyst. Yahoo Finance article
• Negative Sentiment: Shares gave back some gains because expenses are rising and JPMorgan raised its 2026 cost outlook, which tempered enthusiasm around the earnings beat. Zacks article
• Negative Sentiment: Ongoing scrutiny of Jamie Dimon and JPMorgan’s past ties to Jeffrey Epstein, plus his criticism of regulators, may be adding a small overhang, though it is not the main driver today. Reuters article

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $342.74 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a 50-day moving average of $316.95 and a 200-day moving average of $309.86. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $344.73. The company has a market cap of $918.39 billion, a P/E ratio of 16.41, a P/E/G ratio of 1.53 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same period in the previous year, the company earned $5.07 earnings per share. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. Equities research analysts forecast that JPMorgan Chase & Co. will post 22.82 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on JPM shares. Argus upped their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Wells Fargo & Company lifted their price target on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, July 6th. Daiwa Securities Group lowered their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Finally, Piper Sandler raised their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Hold” and a consensus price target of $348.96.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,876 shares of company stock worth $5,907,051 in the last 90 days. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Company 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.