JPMorgan Chase & Co. $JPM Shares Purchased by Arkadios Wealth Advisors

Arkadios Wealth Advisors grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 16.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 149,432 shares of the financial services provider’s stock after buying an additional 21,446 shares during the period. JPMorgan Chase & Co. makes up approximately 1.1% of Arkadios Wealth Advisors’ investment portfolio, making the stock its 7th largest position. Arkadios Wealth Advisors’ holdings in JPMorgan Chase & Co. were worth $47,135,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Creative Planning raised its position in shares of JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the period. Aviva PLC raised its holdings in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after buying an additional 126,742 shares during the period. Triangle Securities Wealth Management lifted its stake in JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after buying an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. lifted its stake in JPMorgan Chase & Co. by 16.9% during the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after buying an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. in the second quarter worth about $534,000. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. KGI Securities increased their target price on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. CICC Research started coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price for the company. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Finally, Robert W. Baird set a $280.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $300.89 on Thursday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The firm has a market cap of $819.09 billion, a PE ratio of 15.04, a PEG ratio of 1.47 and a beta of 1.07. The firm’s 50 day moving average price is $314.44 and its 200 day moving average price is $306.02. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

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 the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.81 earnings per share. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be 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 is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 in the last quarter. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is listed among banks and card networks supporting the new government “Trump Accounts” program, which could drive new deposit flows and interchange/card revenue from accounts for minors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Positive Sentiment: JPMorgan will match the government’s one‑time $1,000 contribution to eligible employees’ new children’s retirement accounts — a move that can boost employee goodwill and funnel additional retail deposits. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: J.P. Morgan Asset Management launched the JPMorgan International Dynamic ETF (JIDE), expanding fee-bearing product lineup and offering another distribution/fees channel. JPMorgan International Dynamic ETF (JIDE) Launch
• Positive Sentiment: Management’s 2026 net interest income (NII) guide — roughly $103B according to coverage — signals resilience even with expected rate cuts, backing earnings stability via loans, card balances and deposit repricing. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: Short interest in JPM declined meaningfully in January (about a 13.6% drop to ~20.1M shares), reducing potential short‑squeeze volatility and signaling less bearish positioning.
• Neutral Sentiment: JPMorgan research released top short ideas and sector picks (e.g., Vertiv growth pick); this is notable for market flow but does not directly change JPM’s fundamentals. JPMorgan Just Revealed its Top Short Ideas
• Neutral Sentiment: Asset Management hires (Pam Hess as retirement strategist) and continued AI investment programs keep JPM positioned operationally but are execution-level items rather than immediate stock drivers. Pam Hess Appointment
• Negative Sentiment: President Trump’s $5B lawsuit against JPMorgan over alleged politically motivated account closures raises regulatory, legal and reputational risk that could weigh on sentiment and invite political scrutiny. Trump’s lawsuit against JPMorgan

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.