Laffer Tengler Investments Inc. Increases Position in JPMorgan Chase & Co. $JPM

Laffer Tengler Investments Inc. grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 14.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 60,060 shares of the financial services provider’s stock after buying an additional 7,704 shares during the period. JPMorgan Chase & Co. makes up 3.0% of Laffer Tengler Investments Inc.’s portfolio, making the stock its 5th largest position. Laffer Tengler Investments Inc.’s holdings in JPMorgan Chase & Co. were worth $18,945,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Peterson Wealth Advisors LLC grew its stake in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after acquiring an additional 33 shares during the period. Rialto Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer grew its position in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares during the period. Finally, Granite Group Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares during the period. Institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $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 three months, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $289.59 on Monday. 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 business’s 50 day moving average price is $310.42 and its two-hundred day moving average price is $308.76. The company has a market cap of $781.03 billion, a PE ratio of 14.47, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

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

JPMorgan Chase & Co. Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have commented on JPM shares. Truist Financial dropped their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $340.00.

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.