Baldwin Wealth Partners LLC MA Buys 3,230 Shares of JPMorgan Chase & Co. $JPM

Baldwin Wealth Partners LLC MA increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 95,821 shares of the financial services provider’s stock after buying an additional 3,230 shares during the quarter. JPMorgan Chase & Co. comprises approximately 2.0% of Baldwin Wealth Partners LLC MA’s investment portfolio, making the stock its 13th biggest position. Baldwin Wealth Partners LLC MA’s holdings in JPMorgan Chase & Co. were worth $30,875,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth $10,295,209,000. Legal & General Group Plc boosted its holdings in shares of JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after acquiring an additional 607,025 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in shares of 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 valued at $4,866,309,000 after acquiring an additional 16,727,530 shares in the last quarter. Fisher Asset Management LLC grew its position in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Finally, Invesco Ltd. grew its position in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after acquiring an additional 322,735 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

JPM has been the subject of a number of recent research reports. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Wells Fargo & Company cut their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Robert W. Baird upped their price objective on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Truist Financial cut their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. Stock Up 1.3%

Shares of JPM opened at $290.16 on Tuesday. The stock’s 50-day moving average price is $301.64 and its two-hundred day moving average price is $307.86. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a market capitalization of $782.56 billion, a PE ratio of 14.50, a PEG ratio of 1.19 and a beta of 1.06. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the firm posted $4.81 earnings per share. The business’s quarterly revenue was up 7.1% on a year-over-year basis. On average, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a $1.50 dividend. The ex-dividend date 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 presently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the company’s stock in a transaction 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 sale, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This represents a 10.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 72,029 shares of company stock worth $22,195,693. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is leading large financing deals for leveraged buyouts and syndications (boosting fee and loan revenue) — banks led by JPM kicked off an ~$8 billion junk‑bond sale to fund the EA buyout and increased the loan portion to about $5 billion. JPMorgan kicks off US$8 billion junk-bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded a credit commitment to Core Scientific with an extra $500M (bringing the facility to $1B), signalling further exposure to AI/data‑center and higher lending/fee opportunities. JPMorgan Adds $500M to Core Scientific Financing, Total Hits $1B
• Positive Sentiment: JPMorgan rolled out a client hedging solution aimed at AI‑related debt risk, demonstrating product innovation that can drive trading and advisory revenues. JPMorgan offers clients a new way to hedge AI debt risk
• Positive Sentiment: Regulatory relief could free up capital and boost lending capacity for big banks; analysts note proposed easing of capital rules could benefit JPMorgan’s franchise. The Zacks Analyst Blog Highlights JPMorgan
• Neutral Sentiment: CEO Jamie Dimon reiterated JPMorgan’s active AI deployment and warned about job displacement, underscoring the bank’s strategic focus but offering limited immediate financial impact. Jamie Dimon on AI Job Losses
• Neutral Sentiment: Industry research highlights tokenized deposits and on‑chain cash initiatives that include JPMorgan’s Kinexys effort — strategic positioning but longer‑term impact. Banks push tokenized deposits as onchain cash race intensifies
• Neutral Sentiment: Small institutional filings and analyst pieces (e.g., Zacks, MarketBeat/Fool previews) are circulating ahead of JPM’s April earnings, keeping attention on upcoming results rather than changing fundamentals today. JPMorgan Chase Surpasses Market Returns
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may weigh on investor sentiment and make clients more defensive ahead of macro prints and the bank’s earnings. JPMorgan just slashed 2026 stock market outlook again

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.