Western Wealth Management LLC Grows Position in JPMorgan Chase & Co. $JPM

Western Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 49.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,689 shares of the financial services provider’s stock after purchasing an additional 20,961 shares during the period. JPMorgan Chase & Co. comprises 0.7% of Western Wealth Management LLC’s holdings, making the stock its 25th biggest holding. Western Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $18,735,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. during the 4th quarter valued at $27,000. MBM Wealth Consultants LLC purchased a new stake in JPMorgan Chase & Co. in the first quarter worth $29,000. Caitong International Asset Management Co. Ltd purchased a new stake in JPMorgan Chase & Co. in the fourth quarter worth $32,000. Osbon Capital Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $35,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the transaction, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 18,876 shares of company stock valued at $5,907,051 over the last ninety days. 0.41% of the stock is owned by company insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Higher earnings estimates: Erste Group raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76 and its FY2027 estimate to $24.86 from $24.00. The revisions are above the current consensus estimate of $23.97 for the year. Erste Group raises JPMorgan earnings estimates
• Positive Sentiment: Capital-return outlook remains attractive: JPMorgan plans a 10% dividend increase and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. These measures can enhance per-share earnings and make the stock more appealing to income-focused investors. JPMorgan capital position and shareholder returns
• Positive Sentiment: Strong fundamentals and sector rotation: JPMorgan’s recent quarter produced $6.14 in EPS and approximately $58 billion in revenue, beating expectations by wide margins. Financial stocks have since outperformed as investors moved toward relatively cheaper, defensive companies and banks benefited from investment-banking and AI-financing activity. JPMorgan second-quarter strength
• Neutral Sentiment: JPMorgan Private Bank’s record 10 awards in Asia-Pacific reinforce the firm’s brand and wealth-management franchise, but the recognition is unlikely to materially affect near-term valuation. J.P. Morgan Private Bank awards
• Negative Sentiment: CEO Jamie Dimon’s warnings that markets may be underpricing economic and geopolitical risks could temper enthusiasm and increase volatility. Separately, JPMorgan economists moved their forecast for the next Federal Reserve rate hike to December, citing persistent inflation; higher rates may support interest income but could pressure economic growth and credit quality. Jamie Dimon market warning

Wall Street Analysts Forecast Growth

Several research analysts recently commented on JPM shares. Argus raised their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Keefe, Bruyette & Woods upped their target price on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Finally, HSBC boosted their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $358.67.

JPMorgan Chase & Co. Stock Up 1.7%

Shares of JPMorgan Chase & Co. stock opened at $350.57 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $359.30. The firm’s 50-day moving average is $327.90 and its two-hundred day moving average is $311.59. The stock has a market cap of $939.36 billion, a price-to-earnings ratio of 15.02, a PEG ratio of 1.42 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same quarter last year, the firm posted $4.96 EPS. The company’s revenue for the quarter was up 27.7% on a year-over-year basis. As a group, research analysts expect that JPMorgan Chase & Co. will post 24.27 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors 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 yield of 1.7%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

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.