Ashton Thomas Private Wealth LLC Buys 28,913 Shares of JPMorgan Chase & Co. $JPM

Ashton Thomas Private Wealth LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 33.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 114,616 shares of the financial services provider’s stock after purchasing an additional 28,913 shares during the period. JPMorgan Chase & Co. comprises 0.9% of Ashton Thomas Private Wealth LLC’s holdings, making the stock its 16th biggest position. Ashton Thomas Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $36,153,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Premier Path Wealth Partners LLC boosted its holdings in JPMorgan Chase & Co. by 0.9% in the third quarter. Premier Path Wealth Partners LLC now owns 25,731 shares of the financial services provider’s stock worth $8,116,000 after acquiring an additional 223 shares in the last quarter. SGL Investment Advisors Inc. grew its position in JPMorgan Chase & Co. by 4.6% during the third quarter. SGL Investment Advisors Inc. now owns 22,239 shares of the financial services provider’s stock valued at $6,880,000 after buying an additional 976 shares during the period. Westside Investment Management Inc. grew its position in JPMorgan Chase & Co. by 14.1% during the third quarter. Westside Investment Management Inc. now owns 7,305 shares of the financial services provider’s stock valued at $2,295,000 after buying an additional 903 shares during the period. Elm Partners Management LLC purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $1,233,000. Finally, Cornerstone Planning Group LLC raised its position in shares of JPMorgan Chase & Co. by 8.9% in the third quarter. Cornerstone Planning Group LLC now owns 7,733 shares of the financial services provider’s stock worth $2,393,000 after acquiring an additional 631 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently commented on JPM shares. Truist Financial set a $334.00 price objective on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price for the company. Finally, Daiwa Securities Group boosted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $340.18.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is reorganizing its Commercial & Investment Bank to “maximize” AI and named longtime insider Guy Halamish as COO to lead data and AI strategy — a move management says will accelerate AI deployment, cut friction and potentially lift margins and fee opportunities across the division. JPMorgan’s commercial and investment bank names Halamish as COO to lead AI strategy, memo shows
• Positive Sentiment: Multiple outlets report the internal reorg and Halamish appointment as part of a broader AI push that could support revenue diversification (trading, advisory, tech-enabled services) and reduce long‑run costs — a strategic tailwind that helps explain investor interest despite today’s weakness. JPMorgan is reorganizing its commercial and investment bank as part of its AI push
• Neutral Sentiment: 13F/portfolio filings and fund activity from JPMorgan-controlled funds show shifts into and out of several large names and new positions — notable for institutional flows but not an immediate signal on JPM’s own operating performance. Fund Update: JPMORGAN CHASE & CO Just Disclosed New Holdings
• Neutral Sentiment: JPMorgan strategists continue to publish bullish market views (e.g., on software/AI), which supports fee and trading pipelines over time but is a longer‑term theme rather than a same‑day driver. JP Morgan’s note to investors on software companies
• Negative Sentiment: Political and reputational pressure: a Trump‑related “debanking” story and public attacks from a former Trump adviser over JPM’s credit‑card rates have emerged, increasing regulatory and reputational risk that can pressure retail and institutional sentiment. JPMorgan hints at why it shut down Trump’s bank accounts after $5B lawsuit. Is ‘debanking’ against the law in America?
• Negative Sentiment: Political criticism has already correlated with intraday selling: a prominent Trump adviser publicly blasted JPM’s CEO over card rates, coinciding with a pullback in the stock this morning. That kind of headline risk can amplify short‑term volatility even if fundamentals remain intact. ‘You Are a Criminal’: JPMorgan Stock (JPM) Slides as Trump Adviser Bashes CEO over Credit Card Rates

JPMorgan Chase & Co. Stock Down 2.6%

Shares of NYSE:JPM opened at $302.68 on Friday. The company has a market cap of $823.98 billion, a price-to-earnings ratio of 15.13, a PEG ratio of 1.52 and a beta of 1.07. The firm’s 50-day simple moving average is $315.78 and its 200-day simple moving average is $307.53. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.81 earnings per share. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 14,868 shares of company stock worth $4,650,596. Corporate insiders own 0.47% 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.