NewEdge Wealth LLC Has $154.83 Million Holdings in JPMorgan Chase & Co. $JPM

NewEdge Wealth LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 480,501 shares of the financial services provider’s stock after purchasing an additional 30,271 shares during the quarter. JPMorgan Chase & Co. makes up 1.7% of NewEdge Wealth LLC’s holdings, making the stock its 9th largest holding. NewEdge Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $154,827,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of JPM. Brighton Jones LLC increased its stake in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its stake in 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 worth $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC grew its stake in shares of 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 acquiring an additional 78 shares in the last quarter. Jump Financial LLC bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $1,475,000. Finally, Betterment LLC grew its stake in shares of JPMorgan Chase & Co. by 27.5% during the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after acquiring an additional 425 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 73,553 shares of company stock worth $22,593,804. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Trading Up 1.0%

Shares of JPMorgan Chase & Co. stock opened at $300.91 on Tuesday. The business has a fifty day simple moving average of $299.82 and a two-hundred day simple moving average of $307.32. JPMorgan Chase & Co. has a 1 year low of $256.00 and a 1 year high of $337.25. The company has a market capitalization of $806.28 billion, a price-to-earnings ratio of 14.41, a P/E/G ratio of 1.45 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $48.30 billion. During the same quarter last year, the firm posted $5.07 EPS. The company’s quarterly revenue was up 10.0% on a year-over-year basis. Research analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Wall Street Analysts Forecast Growth

JPM has been the subject of several research reports. UBS Group decreased their price target on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a research note on Wednesday, May 6th. Autonomous Res decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. HSBC raised 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. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Finally, Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $338.12.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan was highlighted as one of the “Dogs of the Dow” picks for the rest of 2026, which may attract value and income-focused investors looking for large, established dividend names. JPMorgan Chase & Co. (JPM) – Among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026
• Positive Sentiment: The company reaffirmed its shareholder-return appeal by declaring a quarterly common-stock dividend, supporting the stock’s income profile. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: Recent commentary noted record balances in JPMorgan’s prime-brokerage business as clients positioned for higher market volatility, a sign that trading and client-activity trends may be favorable. JPMorgan Chase & Co. (JPM) – Among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026
• Neutral Sentiment: J.P. Morgan’s 2026 Summer Reading List and related branding coverage are more of a visibility/corporate-image story than a direct earnings catalyst. J.P. Morgan Announces 2026 Summer Reading List and NextList Summer Series
• Neutral Sentiment: Reports that Jamie Dimon may meet with New York City Mayor Zohran Mamdani are unlikely to have an immediate stock impact, though they could matter for the bank’s policy and city-business relationships over time. Dimon, Solomon to Meet With Mamdani as Mayor Pushes Higher Taxes
• Negative Sentiment: Broader market coverage on surging bond yields and renewed inflation worries could be a headwind for financial markets and risk sentiment, although this is more of a macro overhang than JPMorgan-specific news. Global Bond Yields at Multiyear Highs on Mounting Inflation Risk

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.