RPg Family Wealth Advisory LLC Grows Holdings in JPMorgan Chase & Co. $JPM

RPg Family Wealth Advisory LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 54.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,337 shares of the financial services provider’s stock after purchasing an additional 10,287 shares during the period. JPMorgan Chase & Co. accounts for about 2.0% of RPg Family Wealth Advisory LLC’s investment portfolio, making the stock its 11th largest position. RPg Family Wealth Advisory LLC’s holdings in JPMorgan Chase & Co. were worth $9,254,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Great Lakes Retirement Inc. raised its position in shares of JPMorgan Chase & Co. by 4.4% in the third quarter. Great Lakes Retirement Inc. now owns 29,874 shares of the financial services provider’s stock valued at $9,423,000 after buying an additional 1,263 shares during the last quarter. FSA Advisors Inc. boosted its position in JPMorgan Chase & Co. by 21.5% during the third quarter. FSA Advisors Inc. now owns 3,626 shares of the financial services provider’s stock worth $1,144,000 after acquiring an additional 642 shares during the last quarter. Evernest Financial Advisors LLC grew its stake in JPMorgan Chase & Co. by 0.6% in the 3rd quarter. Evernest Financial Advisors LLC now owns 6,321 shares of the financial services provider’s stock worth $1,994,000 after acquiring an additional 38 shares during the period. Planning Alternatives Ltd. ADV grew its stake in JPMorgan Chase & Co. by 12.4% in the 3rd quarter. Planning Alternatives Ltd. ADV now owns 2,868 shares of the financial services provider’s stock worth $905,000 after acquiring an additional 317 shares during the period. Finally, Bellwether Advisors LLC raised its holdings in JPMorgan Chase & Co. by 6.0% in the 3rd quarter. Bellwether Advisors LLC now owns 1,120 shares of the financial services provider’s stock valued at $353,000 after acquiring an additional 63 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $289.59 on Monday. The firm has a fifty day moving average of $310.42 and a 200-day moving average of $308.76. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. 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 firm has a market capitalization of $781.03 billion, a P/E ratio of 14.47, a PEG ratio of 1.20 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the business posted $4.81 EPS. The business’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated 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 completion of the sale, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the completion of the sale, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last 90 days. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is the lead arranger on the $55B leveraged buyout of Electronic Arts, a mandate that should generate significant advisory and underwriting fees for the bank. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPMorgan announced two senior hires for J.P. Morgan Asset Management (Head of Private Wealth Alternatives and a National Manager), which supports growth in fee income and wealth business scale. JPMorgan Chase & Co (JPM) Announces Two Key Hires for JPM Asset Management
• Positive Sentiment: Chase expanded community engagement via a partnership with Hudl to deliver financial education to student-athletes — small reputational/branding benefit that supports retail deposit franchise over time. Chase and Hudl Team Up
• Neutral Sentiment: Reports say JPMorgan shifted more of EA buyout financing toward high-yield (junk) bonds — this helps complete the deal but increases credit-market exposure and ties the bank to broader junk-bond market health. Investors should watch underwriting exposure and covenant structures. JPMorgan shifts more of EA buyout financing toward junk bonds
• Neutral Sentiment: SoftBank’s pursuit of up to $40B in dollar borrowing to expand its OpenAI investment is pressuring the credit and loan markets; large dollar issuance could affect funding spreads and demand dynamics relevant to large bank syndications. SoftBank Seeks Up to $40 Billion Loan
• Negative Sentiment: JPMorgan shares were among the large-cap decliners that helped drag the Dow lower, amplifying negative sentiment and short-term headline-driven selling pressure. JPMorgan Chase, American Express share losses contribute to Dow’s 581-point drop
• Negative Sentiment: High-profile insider selling has been notable recently (multiple executive sales reported), which can weigh on investor sentiment even if largely planned or tax-driven. VTI is down 1.0% today, on JPM stock price movement
• Negative Sentiment: Market commentary and analyst notes pointing to JPM’s relative underperformance and broader macro/geopolitical volatility (oil, Middle East tensions) are pressuring financials; JPM’s stock is pulling back with the sector. JPMorgan Chase & Co. stock falls Thursday, still outperforms market

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on JPM shares. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Piper Sandler increased their target price on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $340.00.

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.