Hennion & Walsh Asset Management Inc. Acquires 2,962 Shares of JPMorgan Chase & Co. $JPM

Hennion & Walsh Asset Management Inc. lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 41,479 shares of the financial services provider’s stock after acquiring an additional 2,962 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $13,365,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of JPM. Brighton Jones LLC boosted its holdings in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC raised its stake in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares during the period. Ignite Planners LLC lifted its holdings in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after purchasing an additional 78 shares in the last quarter. OPTIMAS CAPITAL Ltd lifted its holdings in JPMorgan Chase & Co. by 4.0% during the 2nd quarter. OPTIMAS CAPITAL Ltd now owns 24,100 shares of the financial services provider’s stock worth $6,987,000 after purchasing an additional 929 shares in the last quarter. Finally, Quadrant Capital Group LLC boosted its stake in JPMorgan Chase & Co. by 10.5% in the 2nd quarter. Quadrant Capital Group LLC now owns 85,330 shares of the financial services provider’s stock worth $24,738,000 after purchasing an additional 8,122 shares during the period. 71.55% of the stock is owned by institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Asset Management is buying shorter-dated government debt (two-to-five year Treasuries, gilts and similar) after a global selloff, signaling the firm sees value in parts of the curve and is protecting/positioning its fixed‑income books. This could stabilize trading and asset-management returns if yields retreat. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration Income ETF (JPIE) has delivered strong cumulative returns and steady distributions since inception — a positive for asset-management fee income and client retention in a volatile bond market. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception
• Positive Sentiment: JPMorgan is launching/ backing tax‑advantaged and return‑of‑capital ETFs (e.g., ROCY), expanding its product lineup and potential fee pools in asset management. Incremental product launches help diversify revenue. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan plans to hire ~1,000 bankers to expand small-business lending — a direct growth push that should support net interest income if loan demand and spreads hold. JPMorgan to Hire 1,000 Bankers, Boost Lending in Small Business Push
• Neutral Sentiment: CEO Jamie Dimon reiterated a push for return-to-office, a cultural/operational stance that may affect hiring and retention but has limited near-term earnings impact. Jamie Dimon renews return-to-office push
• Neutral Sentiment: Management is exploring “prediction markets” as a future customer product — a potential new revenue avenue but still early-stage and likely immaterial near term. JPMorgan could enter prediction markets
• Neutral Sentiment: JPMorgan disclosed portfolio moves (ceasing a holding in IPH; taking a notifiable stake in Hexagon Composites) — routine portfolio/strategic activity with limited direct impact on JPM stock. JPMorgan Group Ceases to Be Substantial Holder in IPH Ltd. JPMorgan Takes Notifiable 6.6% Stake in Hexagon Composites
• Negative Sentiment: HSBC cut JPMorgan’s price target from $319 to $288 (hold), a negative analyst move that can pressure sentiment and headline-driven flows. HSBC adjusts price target on JPMorgan
• Negative Sentiment: Industry-wide large withdrawals and weaker deal activity (private-equity sales down, subdued exits) create a tougher backdrop for deposit bases and investment-banking fees, which could weigh on JPM’s revenue. JPMorgan faces challenging backdrop driving large withdrawals Private Equity Sales Slump as AI, War Bring New Stress Fractures
• Negative Sentiment: Geopolitical escalation (Trump’s comments on Iran) pushed yields higher and volatility up; rising rates can depress bond prices and create mark-to-market losses in trading and securities inventories, pressuring near-term earnings. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern

Insider Transactions at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, 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. Stock Performance

NYSE:JPM opened at $294.66 on Friday. The stock has a market cap of $794.70 billion, a P/E ratio of 14.73, a PEG ratio of 1.41 and a beta of 1.05. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50-day moving average price is $299.02 and its two-hundred day moving average price is $307.27. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve 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, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during 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%.JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.81 earnings per share. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business 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. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Analyst Ratings Changes

JPM has been the subject of a number of recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Truist Financial cut their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective for the company. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Finally, Jefferies Financial Group began coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, March 26th. They issued a “hold” rating and a $310.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $336.48.

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.