Fifth Third Wealth Advisors LLC Increases Holdings in JPMorgan Chase & Co. $JPM

Fifth Third Wealth Advisors LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% during the 4th quarter, Holdings Channel reports. The firm owned 131,078 shares of the financial services provider’s stock after acquiring an additional 3,191 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.5% of Fifth Third Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest holding. Fifth Third Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $42,236,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Shrier Wealth Management LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $6,801,000. Dock Street Asset Management Inc. grew its position in shares of JPMorgan Chase & Co. by 14.6% during the 4th quarter. Dock Street Asset Management Inc. now owns 3,880 shares of the financial services provider’s stock worth $1,250,000 after buying an additional 494 shares in the last quarter. Parkwoods Wealth Partners LLC increased its stake in shares of JPMorgan Chase & Co. by 65.7% during the fourth quarter. Parkwoods Wealth Partners LLC now owns 3,144 shares of the financial services provider’s stock valued at $1,013,000 after buying an additional 1,247 shares during the period. Stewardship Advisors LLC increased its stake in shares of JPMorgan Chase & Co. by 7.6% during the fourth quarter. Stewardship Advisors LLC now owns 2,034 shares of the financial services provider’s stock valued at $655,000 after buying an additional 144 shares during the period. Finally, 25 LLC raised its holdings in shares of JPMorgan Chase & Co. by 4.5% in the fourth quarter. 25 LLC now owns 1,527 shares of the financial services provider’s stock valued at $492,000 after acquiring an additional 66 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan Asset Management is buying short-dated government bonds (two- to five-year Treasuries, gilts and similar) after recent selloffs, signaling portfolio repositioning into areas it views as oversold — a move that could protect fee income and attract flows into its fixed-income products. JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks
• Positive Sentiment: JPMorgan’s asset-management teams reportedly bought short-term bonds after a global selloff, favoring two- to five-year debt as yields rose — an active positioning that can translate into outperformance for JPM’s funds and support asset-gathering. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration income ETF (JPIE) has delivered strong returns since inception (reported 15.24%), highlighting product stability and steady distributions that can support long-term fee revenue. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception While the Bond Market Cratered
• Positive Sentiment: JPMorgan launched/markets new ETF products (ROCY) focused on tax-advantaged return-of-capital strategies — product expansion that can grow AUM and fee streams over time. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan research continues to move markets — the firm upgraded PACCAR to Overweight, underscoring the influence of JPM’s analyst franchise (a structural revenue and reputation positive). The Bull Case For PACCAR (PCAR) Could Change Following JP Morgan’s Upgrade
• Neutral Sentiment: JPMorgan strategist David Kelly described recent oil and tariff pressures as “temporary,” which could reassure investors about near-term macro risk but is not a direct company-specific catalyst. JPMorgan’s David Kelly calls oil and tariff pressures ‘temporary’
• Neutral Sentiment: Content pieces and lifestyle research (e.g., Fortune piece on wealthy families’ habits published by JPMorgan research/marketing) are brand-positive but unlikely to move the stock materially. The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: JPMorgan upgraded Full Truck Alliance coverage to Neutral — another reminder of active research flow but not a direct JPM stock driver. Full Truck Alliance upgraded to Neutral from Underweight at JPMorgan
• Negative Sentiment: Geopolitical tensions (Trump’s Iran remarks) pushed yields and oil higher, creating market volatility. Higher yields can boost net interest income for banks but also increase trading volatility and credit stress — a mixed-to-negative short-term backdrop for bank stocks. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
• Negative Sentiment: CEO Jamie Dimon’s renewed hardline return-to-office stance has generated internal pushback and negative headlines, which could have modest reputational or talent-retention implications over time. JPMorgan Chase CEO Jamie Dimon doubles down on return-to-office

Analyst Ratings Changes

JPM has been the subject of a number of research reports. Piper Sandler reaffirmed an “overweight” rating and issued a $325.00 price objective (down from $345.00) on shares of JPMorgan Chase & Co. in a research note on Monday, March 30th. The Goldman Sachs Group raised their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Robert W. Baird increased their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $336.48.

Insiders Place Their Bets

In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated 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 transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $294.66 on Friday. The business’s fifty day simple moving average is $298.95 and its 200-day simple moving average is $307.16. The company has a market cap of $794.70 billion, a PE ratio of 14.73, a PEG ratio of 1.41 and a beta of 1.05. 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. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS 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 firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 EPS. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. Analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 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.