AAFMAA Wealth Management & Trust LLC Takes $3.07 Million Position in JPMorgan Chase & Co. $JPM

AAFMAA Wealth Management & Trust LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, Holdings Channel.com reports. The fund purchased 9,541 shares of the financial services provider’s stock, valued at approximately $3,074,000. JPMorgan Chase & Co. accounts for approximately 1.2% of AAFMAA Wealth Management & Trust LLC’s portfolio, making the stock its 21st largest position.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Mizuho Securities Co. Ltd. lifted 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 buying an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its position 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 valued at $33,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Finally, Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth $52,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $286.59 on Monday. The company has a market capitalization of $772.95 billion, a P/E ratio of 14.32, a P/E/G ratio of 1.19 and a beta of 1.06. The business has a fifty day simple moving average of $302.33 and a two-hundred day simple moving average of $307.96. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm 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%.The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.81 EPS. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Insider Activity

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares in the company, 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. Over the last three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Truist Financial cut their price objective on JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Daiwa Securities Group raised their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

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.