Exchange Traded Concepts LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

Exchange Traded Concepts LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,353 shares of the financial services provider’s stock after selling 13,844 shares during the quarter. Exchange Traded Concepts LLC’s holdings in JPMorgan Chase & Co. were worth $19,447,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $10,295,209,000. Legal & General Group Plc lifted 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 worth $5,964,459,000 after acquiring an additional 607,025 shares during the period. Laurel Wealth Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Fisher Asset Management LLC boosted its position in shares of JPMorgan Chase & Co. by 2.3% in the third 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 holdings in JPMorgan Chase & Co. by 2.3% in the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after purchasing an additional 322,735 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi‑year “American Dream Initiative” committing roughly $80B to U.S. small‑business lending, hiring 1,000 bankers and targeted local investments — a direct growth play that can expand client volumes and fee income over time. BusinessWire: American Dream Initiative
• Positive Sentiment: JPMorgan’s Kinexys blockchain is gaining institutional traction — Mitsubishi Corporation will adopt the platform for cross‑border transfers as JPMorgan pushes toward $10B daily volumes. This strengthens transaction‑service revenue and positions the bank in high‑growth payments infrastructure. Zacks: Kinexys/Mitsubishi Tie-Up
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” on JPM with a $325 price target (down from $345) — still constructive but signals more modest near‑term upside. Benzinga: Piper Sandler Note
• Neutral Sentiment: Former JPM strategist commentary (Marko Kolanovic) warns the broader rally may lack durable catalysts — a market‑level caution that could weigh on bank shares if volatility persists. TipRanks: Rally May Not Last
• Negative Sentiment: Investors raised concerns about terms on JPMorgan‑led $7.2B financing tied to Sealed Air, creating underwriting and syndication risk and sparking investor pushback that could pressure fees or force repricing. Bloomberg: Sealed Air Deal Issues
• Negative Sentiment: JPMorgan must face a Wells Fargo lawsuit over a troubled $481M commercial‑real‑estate loan — a legal outcome could produce direct losses or reputational effects depending on judgment. Reuters: Wells Fargo Lawsuit
• Negative Sentiment: Truist trimmed its JPM price target slightly, citing macro pressures — a modest analyst downgrade that could cap near‑term upside if macro risks (oil, geopolitics) persist. Yahoo/InsiderMonkey: Truist Cut

Wall Street Analysts Forecast Growth

Several brokerages recently commented on JPM. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. CICC Research began coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Robert W. Baird increased their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 4th. Finally, Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $337.83.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the transaction, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, 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 value of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 over the last 90 days. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Stock Up 3.7%

Shares of JPMorgan Chase & Co. stock opened at $294.26 on Wednesday. The business has a 50-day moving average of $299.32 and a 200-day moving average of $307.45. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $793.63 billion, a PE ratio of 14.71, a P/E/G ratio of 1.35 and a beta of 1.06. 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 announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for 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%.The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company earned $4.81 earnings per share. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal 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 is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

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.