Asset Dedication LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 8.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,641 shares of the financial services provider’s stock after selling 2,989 shares during the quarter. JPMorgan Chase & Co. accounts for 0.7% of Asset Dedication LLC’s investment portfolio, making the stock its 24th largest position. Asset Dedication LLC’s holdings in JPMorgan Chase & Co. were worth $9,980,000 as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC increased its stake in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. raised its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Finally, Collier Financial purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Trading Up 0.3%
JPM opened at $287.68 on Thursday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock has a market capitalization of $775.88 billion, a PE ratio of 14.38, a P/E/G ratio of 1.19 and a beta of 1.06. The business’s 50 day moving average price is $304.03 and its 200 day moving average price is $308.08. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.
JPMorgan Chase & Co. Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.
Key JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan declared a $1.50 quarterly dividend, reaffirming capital return to shareholders and supporting the yield story for income investors. JPMorganChase Declares Common Stock Dividend
- Positive Sentiment: The firm unveiled a high‑profile athlete wealth management push (Tom Brady, Dwyane Wade, Megan Rapinoe) aimed at attracting younger/high‑net‑worth clients — a potential long‑term AUM and fee‑revenue driver if it scales. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
- Positive Sentiment: J.P. Morgan Payments and Mastercard launched a virtual card product in Europe targeting accounts‑payable flows — expands payments product set and cross‑sell opportunities for commercial clients. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
- Neutral Sentiment: JPMorgan hired Goldman veteran Yi Zhang as co‑head of China investment banking and is expanding its Boston footprint (300 jobs) — moves that support future revenue growth but carry near‑term costs. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
- Neutral Sentiment: JPMorgan set its Q1 earnings call for April 14 — investors will focus on trading revenues, credit metrics and any commentary on private‑credit exposures. JPMorganChase to Host First-Quarter 2026 Earnings Call
- Negative Sentiment: JPMorgan halted plans to underwrite ~$5.3B of Qualtrics debt after weak investor demand and AI‑risk concerns — a sign of strained demand in the leveraged debt market that can reduce fee income and reflects higher underwriting risk. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
- Negative Sentiment: Reports show JPMorgan is tightening lending to private‑credit funds and marking down loans used as collateral — this both increases capital/credit risk management burden and signals stress in segments that had been growth drivers for banks. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
- Negative Sentiment: Broader financial stocks were softer today and JPMorgan research warned that a $90 oil shock could materially pressure the S&P 500 — macro and market‑volatility risks can weigh on trading revenues and loan demand. $90 Oil Threatens 15% S&P 500 Wipeout In 2026, JPMorgan Warns
Analyst Upgrades and Downgrades
JPM has been the topic of several research analyst reports. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Wells Fargo & Company decreased their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. The Goldman Sachs Group lifted their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $340.00.
Get Our Latest Analysis on JPMorgan Chase & Co.
Insider Buying and Selling
In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the transaction, the chief financial officer owned 23,804 shares of the company’s stock, valued at $7,294,021.68. This trade represents a 10.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,596 shares of company stock valued at $22,067,932 over the last quarter. 0.47% of the stock is owned by corporate insiders.
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.
Further Reading
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