Wilsey Asset Management Inc. Sells 1,834 Shares of JPMorgan Chase & Co. $JPM

Wilsey Asset Management Inc. trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 137,477 shares of the financial services provider’s stock after selling 1,834 shares during the period. JPMorgan Chase & Co. accounts for about 6.9% of Wilsey Asset Management Inc.’s holdings, making the stock its 4th biggest holding. Wilsey Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $44,298,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Creative Planning increased its position in shares of JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the last quarter. Triangle Securities Wealth Management lifted its position in shares of JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after purchasing an additional 3,191 shares during the last quarter. Andra AP fonden lifted its position in shares of JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares during the last quarter. Banco Santander S.A. grew its stake in JPMorgan Chase & Co. by 9.0% in the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after purchasing an additional 37,550 shares in the last quarter. Finally, Brighton Jones LLC increased its holdings in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is leading large financing for leveraged buyouts, including kicking off an ~$8B junk‑bond sale and boosting the loan portion to about $5B for the Electronic Arts buyout — a clear source of fee and loan income. JPMorgan kicks off US$8 billion junk‑bond sale for EA buyout
• Positive Sentiment: JPM expanded a credit commitment to Core Scientific by $500M (bringing the facility to $1B), increasing exposure to AI/data‑center financing — higher loan balances and potential fees if credit performance holds. JPMorgan Adds $500M to Core Scientific Financing, Total Hits $1B
• Positive Sentiment: JPMorgan launched a client hedging solution for AI‑related debt risk — a product that can drive trading, structuring and advisory revenue as AI‑exposed borrowers expand. JPMorgan offers clients a new way to hedge AI debt risk
• Positive Sentiment: Analysts note that proposed easing of bank capital rules could free up lending capacity for large banks like JPMorgan, potentially boosting net interest income and return on equity over time. The Zacks Analyst Blog Highlights JPMorgan
• Neutral Sentiment: CEO Jamie Dimon discussed aggressive AI deployment at the bank and societal job‑disruption risks — signals about strategy but limited immediate earnings impact. Jamie Dimon on AI Job Losses
• Neutral Sentiment: Industry reports highlight tokenized deposits and on‑chain cash initiatives (including JPMorgan’s Kinexys work) — strategic positioning with longer‑term payoff rather than immediate revenue. Banks push tokenized deposits as onchain cash race intensifies
• Neutral Sentiment: Insider selling (433 shares by an executive) and multiple analyst previews ahead of the April 14 earnings release keep attention on fundamentals and guidance; these items are watch‑list signals rather than immediate drivers. Insider filing
• Negative Sentiment: JPMorgan has trimmed its 2026 stock‑market outlook multiple times; more conservative macro views from the firm can weigh on client risk appetite and investor sentiment ahead of macro prints and the bank’s earnings. JPMorgan just slashed 2026 stock market outlook again

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $290.16 on Tuesday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a market cap of $782.56 billion, a price-to-earnings ratio of 14.50, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. The company has a 50-day moving average price of $301.64 and a two-hundred day moving average price of $307.86.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm posted $4.81 earnings per share. The business’s revenue was up 7.1% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Analysts Set New Price Targets

Several research analysts have recently commented on the stock. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Truist Financial dropped their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Piper Sandler increased their price target 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. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $340.00.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. Company insiders own 0.47% of the company’s stock.

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.