Waterway Wealth Management LLC Trims Stake in JPMorgan Chase & Co. $JPM

Waterway Wealth Management LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 17.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,904 shares of the financial services provider’s stock after selling 1,699 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.5% of Waterway Wealth Management LLC’s holdings, making the stock its 22nd largest position. Waterway Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,547,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of JPM. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $11,396,496,000. Cardano Risk Management B.V. increased its stake in shares of JPMorgan Chase & Co. by 889.3% in the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after purchasing an additional 7,796,814 shares in the last quarter. Danske Bank A S purchased a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth $696,885,000. American Assets Investment Management LLC increased its stake in shares of JPMorgan Chase & Co. by 1,172.2% in the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after purchasing an additional 2,081,800 shares in the last quarter. Finally, Holocene Advisors LP increased its stake in shares of JPMorgan Chase & Co. by 1,033.3% in the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after purchasing an additional 1,964,958 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Up 3.7%

Shares of JPM stock opened at $331.13 on Wednesday. JPMorgan Chase & Co. has a 52-week low of $267.80 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $887.27 billion, a PE ratio of 15.86, a PEG ratio of 1.56 and a beta of 1.00. The stock has a fifty day simple moving average of $307.51 and a two-hundred day simple moving average of $307.30.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the prior year, the business posted $5.07 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% compared to the same quarter last year. On average, analysts predict that JPMorgan Chase & Co. will post 22.4 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer owned 90,001 shares of the company’s stock, valued at $27,590,706.56. This represents a 9.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the transaction, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,589 shares of company stock worth $8,747,496 over the last 90 days. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s planned expansion of Chase into multiple large European markets signals a new international growth opportunity and has been a key driver of investor enthusiasm. JPMorgan mulls Chase expansion into Europe’s largest markets, FT reports
• Positive Sentiment: The stock is also benefiting from broader bank-sector strength and “risk-on” sentiment after oil prices eased, which supports cyclical and financial shares. JPM shares jump as banks rally on easing oil shock fears and capital-return optimism
• Positive Sentiment: Some commentary also highlighted JPMorgan as a beneficiary of a higher-for-longer interest-rate backdrop, which can help bank earnings and capital-return potential. 3 Rate-Ready Stocks for the New Fed Chair’s First Big Test
• Neutral Sentiment: JPMorganChase also confirmed its second-quarter 2026 earnings call date, keeping attention on upcoming results rather than changing the outlook by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles about JPMorgan’s stock valuation and investor attention suggest the shares have had a strong run, but these pieces were more commentary than a new catalyst. JPMorgan Chase (JPM) Stock After 25% Yearly Gain Is The Price Still Reasonable

Analysts Set New Price Targets

A number of equities research analysts have issued reports on JPM shares. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Piper Sandler increased their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Finally, Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $339.08.

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.