Wealthfront Advisers LLC Grows Stock Position in JPMorgan Chase & Co. $JPM

Posted by ABMN Staff on Feb 18th, 2026

Wealthfront Advisers LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 357,899 shares of the financial services provider’s stock after buying an additional 6,415 shares during the period. Wealthfront Advisers LLC’s holdings in JPMorgan Chase & Co. were worth $112,892,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the stock. Creative Planning raised its position in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after acquiring an additional 29,844 shares in the last quarter. Aviva PLC raised its position in shares of 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 purchasing an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management increased its position in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after purchasing an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. grew its holdings in shares of 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 worth $364,000 after buying an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new position in JPMorgan Chase & Co. in the 2nd quarter valued at $534,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan analysts say rising AI spending could force smaller banks into mergers, a dynamic that benefits large, well-capitalized banks like JPM by concentrating market share and reducing competition. JPMorgan Chase Analysts Predict AI Costs Could Trigger Bank Mergers
Positive Sentiment: JPMorgan’s loan book strength continues to show: Q4 loans reached ~$1.49T, driven by wholesale and card balances — a sign of ongoing core revenue expansion. JPMorgan’s Q4 Loan Trajectory: Where Did Expansion Show Up?
Positive Sentiment: Recent quarterly results showed an EPS beat and revenue growth year-over-year, supporting expectations for solid profitability and valuation multiples relative to peers. JPMorgan Chase & Co. (JPM) profile and recent results
Neutral Sentiment: J.P. Morgan’s investment arm disclosed a >5% stake in Rana Gruber — an institutional position that reflects balance-sheet deployment but is unlikely to move JPM’s stock materially. JPMorgan Discloses 5.18% Stake in Rana Gruber
Neutral Sentiment: JPMorgan research and analysts remain active in markets (upgrades/downgrades across names); this highlights franchise strength but has indirect impact on JPM’s stock. J.P. Morgan Research Says: ‘Broken Logic’ Is Driving This Software Stock Sell-Off
Negative Sentiment: Insider selling: General Counsel Stacey Friedman sold ~3,404 shares (~$1.04M) on Feb 17; while insiders still hold large stakes, sales can create short-term investor caution. SEC filing: Stacey Friedman sale
Negative Sentiment: Insider selling: CFO Jeremy Barnum sold ~2,892 shares (~$886k) on Feb 17; another insider reduction that investors may view unfavorably in the near term. SEC filing: Jeremy Barnum sale

Analyst Upgrades and Downgrades

JPM has been the subject of several research analyst reports. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods boosted their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price on the stock in a research note on Tuesday, February 3rd. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $339.73.

Read Our Latest Report on JPM

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $306.85 on Wednesday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. The business has a 50-day moving average of $315.41 and a two-hundred day moving average of $307.86. The stock has a market capitalization of $835.33 billion, a P/E ratio of 15.33, a P/E/G ratio of 1.48 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for 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 quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the business posted $4.81 earnings per share. On average, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a dividend of $1.50 per share. 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 dividend payout ratio is 29.99%.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred 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 transaction, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 21,164 shares of company stock valued at $6,579,748. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Profile

(Free Report)

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.