Western Wealth Management LLC Buys 20,961 Shares of JPMorgan Chase & Co. $JPM

Western Wealth Management LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 49.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 63,689 shares of the financial services provider’s stock after buying an additional 20,961 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.7% of Western Wealth Management LLC’s holdings, making the stock its 24th largest position. Western Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $18,735,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of JPM. Fidelis Capital Partners LLC boosted its position in JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after buying an additional 5,101 shares during the last quarter. Howard Capital Management Inc. raised its position in shares of JPMorgan Chase & Co. by 18.2% during the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after acquiring an additional 3,976 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services raised its position in shares of JPMorgan Chase & Co. by 18.7% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock worth $12,125,000 after acquiring an additional 6,492 shares during the last quarter. Brighton Jones LLC lifted its stake in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Finally, FAS Wealth Partners Inc. boosted its holdings in JPMorgan Chase & Co. by 4.3% in the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after acquiring an additional 1,794 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently commented on JPM shares. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Citigroup upped their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Royal Bank Of Canada lifted their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. Finally, HSBC boosted their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note 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 company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $359.33.

JPMorgan Chase & Co. Stock Up 0.6%

NYSE:JPM opened at $361.93 on Wednesday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $363.12. The stock has a 50-day moving average price of $336.78 and a two-hundred day moving average price of $314.23. The stock has a market cap of $962.09 billion, a price-to-earnings ratio of 15.51, a PEG ratio of 1.48 and a beta of 0.99. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a $1.50 dividend. The ex-dividend date was Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. JPMorgan Chase & Co.’s payout ratio is currently 25.71%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. 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 a total of 13,435 shares of company stock valued at $4,353,502 over the last quarter. 0.41% of the stock is owned by insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Analysts raised JPMorgan’s earnings estimates. Erste Group increased its 2026 EPS forecast to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both estimates exceed the current consensus forecast of $24.27, providing a supportive signal for JPM stock. Erste Group earnings estimate report
• Positive Sentiment: JPMorgan is expanding its technology and financing businesses. The bank led a $441 million debt financing for AI infrastructure company Global AI, benefiting from demand for data centers. Separately, its Kinexys blockchain platform is being used for Schroders’ tokenized U.S. dollar money-market fund, representing a move toward commercial adoption of JPMorgan’s digital-asset infrastructure. JPMorgan AI infrastructure debt deal JPMorgan tokenized money-market fund mandate
• Positive Sentiment: JPMorgan raised its year-end S&P 500 target to 8,000. The firm cited stronger corporate earnings and increasingly productive AI investments. The bullish outlook can improve market sentiment and potentially support JPMorgan’s asset-management, investment-banking and trading businesses, although it does not directly change JPM’s earnings forecast. JPMorgan raises S&P 500 target
• Neutral Sentiment: JPMorgan will become the Olympics’ first global banking partner. The agreement covers the 2028 Los Angeles and 2030 French Alps Games and reportedly exceeds $200 million per four-year cycle. It strengthens JPMorgan’s global brand and marketing reach, but the substantial sponsorship cost makes the near-term financial impact uncertain. JPMorgan Olympics partnership
• Neutral Sentiment: Chief Human Resources Officer Robin Leopold sold 2,500 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. The planned nature and relatively small reduction lessen its significance as a bearish signal. JPMorgan insider transaction filing
• Negative Sentiment: CEO Jamie Dimon reiterated macroeconomic warnings. He cautioned that inflation may remain elevated and that excessive margin debt and hidden leverage could amplify a market selloff. Higher-for-longer interest rates and financial-market volatility could weigh on loan demand, credit quality and investor sentiment.

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.