Stratos Wealth Partners LTD. Has $68.32 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Stratos Wealth Partners LTD. increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 216,584 shares of the financial services provider’s stock after acquiring an additional 12,505 shares during the period. JPMorgan Chase & Co. makes up approximately 0.8% of Stratos Wealth Partners LTD.’s holdings, making the stock its 21st largest holding. Stratos Wealth Partners LTD.’s holdings in JPMorgan Chase & Co. were worth $68,317,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares during the period. Viking Global Investors LP boosted its holdings in JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after acquiring an additional 1,870,386 shares in the last quarter. Montrusco Bolton Investments Inc. bought a new position in JPMorgan Chase & Co. in the second quarter worth approximately $485,802,000. Finally, International Assets Investment Management LLC acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $458,104,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $309.03 on Thursday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company’s 50 day moving average price is $315.40 and its two-hundred day moving average price is $307.87. The stock has a market cap of $833.45 billion, a P/E ratio of 15.44, a P/E/G ratio of 1.50 and a beta of 1.07. 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. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates 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 prior year, the company posted $4.81 earnings per share. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan plans to open more than 160 new Chase branches across the U.S. in 2026 — a deliberate push to grow deposits and deepen customer relationships that supports core retail deposits, card originations and cross-sell revenue. JPMorgan Chase plans to open over 160 new branches
• Positive Sentiment: JPMorgan analysts warn rising AI costs may force smaller banks into mergers — a trend that favors large, well-capitalized banks like JPM by concentrating market share and reducing competitive pressure. JPMorgan Chase Analysts Predict AI Costs Could Trigger Bank Mergers
• Positive Sentiment: Loan growth helps the top line — Q4 loans reached roughly $1.49T, led by wholesale and card balances; pipeline items (e.g., Apple Card-type partnerships) could add material balances and fee income. JPMorgan’s Q4 Loan Trajectory: Where Did Expansion Show Up?
• Positive Sentiment: Near-term technical setup: some technicians see a reversal from the downtrend with support carved around $297, which can attract short-term momentum buyers. Stock Of The Day: Has The JPMorgan Reversal Started?
• Neutral Sentiment: Analysis piece notes divergence between JPM’s common shares and preferreds in 2026 — mostly a market-structure/relative-value story that doesn’t change JPM’s fundamentals immediately. JPMorgan Chase: Common And Preferred Shares Diverge In 2026
• Neutral Sentiment: Leadership move: JPM named Catherine O’Donnell head of North America Leveraged Finance — routine senior hire for the investment bank that should be neutral-to-modestly positive for deal execution. JPMorgan names Catherine O’Donnell head of North America Leveraged Finance
• Negative Sentiment: Insider selling: CFO Jeremy Barnum sold ~2,892 shares (~$886k) on Feb. 17 — filings like this can create short-term caution among some investors. JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum Sells 2,892 Shares
• Negative Sentiment: Additional insider sale: General Counsel Stacey Friedman sold ~3,404 shares on Feb. 17 — another near-term negative sentiment datapoint even though insiders retain large holdings. SEC filing: Stacey Friedman sale

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the 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 completion of the transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’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 $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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 21,164 shares of company stock valued at $6,579,748. 0.47% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

JPM has been the topic of a number of recent research reports. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a report on Thursday, October 23rd. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. 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. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $339.73.

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.