Marino Stram & Associates LLC Purchases 1,995 Shares of JPMorgan Chase & Co. $JPM

Marino Stram & Associates LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,399 shares of the financial services provider’s stock after acquiring an additional 1,995 shares during the period. JPMorgan Chase & Co. accounts for 1.7% of Marino Stram & Associates LLC’s investment portfolio, making the stock its 10th biggest holding. Marino Stram & Associates LLC’s holdings in JPMorgan Chase & Co. were worth $9,589,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $10,295,209,000. Laurel Wealth Advisors LLC increased its position in JPMorgan Chase & Co. by 28,813.7% during 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 period. Viking Global Investors LP raised its stake in JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. Montrusco Bolton Investments Inc. bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at $485,802,000. Finally, International Assets Investment Management LLC acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter worth $458,104,000. 71.55% of the stock is currently owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,868 shares of company stock valued at $4,650,596 in the last three months. 0.47% of the stock is owned by corporate insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s move into bank-issued stablecoins (launch of JPMD on Base) and broader industry adoption could open new fees, deposits and client-asset services over time — a strategic revenue diversification positive for long-term growth. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Positive Sentiment: Robert W. Baird upgraded JPMorgan to “Neutral” (an upward analyst action vs. prior stance), which can provide some support to the stock by validating fundamentals and valuation. Robert W. Baird Upgrades JPMorgan Chase & Co. to “Neutral”
• Neutral Sentiment: JPMorgan notified Iluka Resources that it ceased being a substantial holder — a routine portfolio change for the bank’s investment/asset-management units with limited direct impact on JPM stock. JPMorgan Ceases to Be Substantial Holder in Iluka Resources
• Neutral Sentiment: Reuters reports big U.S. banks (including JPMorgan) increased lobbying spend meaningfully — shows management investing to shape regulation but also higher operating costs; mixed longer-term implications. Big US banks boost Washington lobbying muscle as policy fights heat up
• Negative Sentiment: JPMorgan completed a $3 billion subordinated notes offering — the new Tier 2 debt increases funding and capital flexibility but may be viewed negatively by investors who prefer capital returns (buybacks/dividends) or who interpret issuance as conservatism amid capital pressures. This issuance is the most direct driver of today’s weaker stock tone. JPMorgan Chase completes $3 billion subordinated notes offering
• Negative Sentiment: JPMorgan commentary on Fed politics — coverage that Kevin Warsh (Trump’s nominee) will “make the case for rate cuts” raises the prospect of easier policy sooner; easing would likely compress banks’ net interest margins over time, a negative for JPM’s core earnings. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations by a pro-XRP lawyer that JPMorgan is manipulating bitcoin are reputational/legal noise that can trigger headlines and short-term volatility, though the direct financial impact is uncertain. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

JPMorgan Chase & Co. Stock Down 2.2%

Shares of NYSE:JPM opened at $310.17 on Friday. The company’s fifty day moving average is $315.41 and its 200-day moving average is $306.82. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market capitalization of $844.36 billion, a PE ratio of 15.50, a P/E/G ratio of 1.55 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm posted $4.81 EPS. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on JPM. The Goldman Sachs Group upped their price objective 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. Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, October 21st. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Fourteen research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $340.18.

About JPMorgan Chase & Co.

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.