Rothschild Wealth LLC Has $4.62 Million Position in JPMorgan Chase & Co. $JPM

Rothschild Wealth LLC boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 29.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,321 shares of the financial services provider’s stock after purchasing an additional 3,247 shares during the period. Rothschild Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $4,615,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Aster Capital Management DIFC Ltd acquired a new position in JPMorgan Chase & Co. in the 4th quarter worth about $5,373,000. Delta Global Management LP increased its holdings in JPMorgan Chase & Co. by 1.5% in the 4th quarter. Delta Global Management LP now owns 6,010 shares of the financial services provider’s stock worth $1,937,000 after purchasing an additional 90 shares in the last quarter. Oddo BHF Asset Management Sas increased its holdings in JPMorgan Chase & Co. by 74.9% in the 4th quarter. Oddo BHF Asset Management Sas now owns 139,209 shares of the financial services provider’s stock worth $44,856,000 after purchasing an additional 59,603 shares in the last quarter. Rakuten Investment Management Inc. increased its holdings in JPMorgan Chase & Co. by 898.5% in the 4th quarter. Rakuten Investment Management Inc. now owns 359,277 shares of the financial services provider’s stock worth $116,316,000 after purchasing an additional 323,294 shares in the last quarter. Finally, Codex Capital Asset Management L.L.C. increased its holdings in JPMorgan Chase & Co. by 10.2% in the 4th quarter. Codex Capital Asset Management L.L.C. now owns 37,750 shares of the financial services provider’s stock worth $12,164,000 after purchasing an additional 3,500 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s trading desk and broader market commentary point to a “risk-on” move that favors banks, as easing oil shock fears and lower rate-cut expectations support financial stocks. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
• Positive Sentiment: Reports that JPMorgan Chase is planning to expand its Chase digital bank into at least three additional European countries, with France, Spain and Italy among the markets under consideration, suggest a new long-term growth opportunity. JPMorgan mulls Chase expansion into Europe’s largest markets, FT reports
• Positive Sentiment: JPMorgan also highlighted that the AI buildout is becoming a major financing opportunity, reinforcing the bank’s role as a key lender and capital markets provider in a large new funding cycle. The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
• Neutral Sentiment: JPMorgan Chase & Co. announced it will host its second-quarter 2026 earnings call on July 14, keeping investors focused on upcoming results but not changing fundamentals by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles noting that JPM has attracted investor attention and is trading near recent highs mainly reflect strong sentiment and momentum rather than new company-specific financial data. JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the transaction, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. This represents a 9.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through 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 company’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 value of $1,641,876.36. Following the transaction, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 28,589 shares of company stock valued at $8,747,496 in the last 90 days. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Up 3.7%

Shares of JPMorgan Chase & Co. stock opened at $331.13 on Wednesday. JPMorgan Chase & Co. has a one year low of $267.80 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The stock’s 50-day moving average is $307.51 and its 200 day moving average is $307.30. The firm has a market cap of $887.27 billion, a price-to-earnings ratio of 15.86, a PEG ratio of 1.56 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 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 company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the prior year, the company earned $5.07 EPS. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. Equities research analysts anticipate that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a 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%.

Analysts Set New Price Targets

JPM has been the subject of a number of recent research reports. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Autonomous Res reduced their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. UBS Group reduced their price target on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $339.08.

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.