JPMorgan Chase & Co. $JPM Shares Bought by WJ Financial Advisors LLC

Posted by Geri Gentry on Jul 18th, 2026

WJ Financial Advisors LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 28.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,517 shares of the financial services provider’s stock after acquiring an additional 1,660 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.8% of WJ Financial Advisors LLC’s holdings, making the stock its 13th biggest position. WJ Financial Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $2,211,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of JPM. TFR Capital LLC. increased its stake in JPMorgan Chase & Co. by 94.2% in the 1st quarter. TFR Capital LLC. now owns 12,965 shares of the financial services provider’s stock valued at $3,814,000 after purchasing an additional 6,290 shares in the last quarter. Sfam LLC boosted its position in JPMorgan Chase & Co. by 94.9% during the first quarter. Sfam LLC now owns 924 shares of the financial services provider’s stock worth $272,000 after purchasing an additional 450 shares in the last quarter. Chicago Partners Investment Group LLC boosted its position in JPMorgan Chase & Co. by 7.4% during the first quarter. Chicago Partners Investment Group LLC now owns 93,677 shares of the financial services provider’s stock worth $29,323,000 after purchasing an additional 6,445 shares in the last quarter. Gratus Wealth Advisors LLC grew its holdings in JPMorgan Chase & Co. by 21.5% in the first quarter. Gratus Wealth Advisors LLC now owns 2,277 shares of the financial services provider’s stock valued at $670,000 after purchasing an additional 403 shares during the last quarter. Finally, Kellett Wealth Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 14.9% in the first quarter. Kellett Wealth Advisors LLC now owns 2,875 shares of the financial services provider’s stock valued at $846,000 after buying an additional 372 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This trade represents a 8.52% 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 have sold 18,876 shares of company stock valued at $5,907,051 in the last ninety days. Insiders own 0.41% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on JPM. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. The Goldman Sachs Group reissued a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday. HSBC raised their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Autonomous Res reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Finally, Daiwa Securities Group lowered their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Fifteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $354.92.

Read Our Latest Report on JPM

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan’s blowout Q2 earnings are driving bullish sentiment, with the bank reporting record profits, 41% higher net income, strong trading and investment banking activity, and higher full-year net interest income guidance. JPMorgan Just Reported $21.2 Billion in Q2 Net Income — Up 41% — and CEO Jamie Dimon Said the Economy Is “Close to as Good as It Gets.”
Positive Sentiment: Analysts have been raising expectations after the results, including multiple higher price targets and upgraded earnings forecasts, signaling confidence that JPMorgan can continue to outperform. JPMorgan Price Target Raised to $380 on Strong Q2 Results, Upgraded Outlook and Capital Strength
Positive Sentiment: The stock is also benefiting from expectations that JPMorgan may raise its quarterly dividend by 10% after passing the Federal Reserve stress test, reinforcing the bank’s capital strength and shareholder-return story. JPM Stock Just Staged a Record Bull Run. 1 Analyst Thinks It Can Still Soar to $420.
Neutral Sentiment: JPMorgan was added to several “Strong Buy” and momentum/income stock lists, which adds to positive sentiment but is less directly impactful than earnings or guidance. New Strong Buy Stocks for July 17th
Neutral Sentiment: JPMorgan also drew attention for major financing activity and a $24 million Philadelphia shipbuilding investment, highlighting ongoing business expansion and capital deployment. JPMorgan Chase (JPM) Puts $24 Million Into Philadelphia Shipbuilding And Defense
Negative Sentiment: Late-day sector weakness in financial stocks may be limiting JPMorgan’s upside even as company-specific fundamentals remain strong. Sector Update: Financial Stocks Decline Friday Afternoon

JPMorgan Chase & Co. Stock Down 0.5%

Shares of NYSE:JPM opened at $341.60 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $915.33 billion, a P/E ratio of 14.64, a P/E/G ratio of 1.54 and a beta of 0.99. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $351.24. The stock’s fifty day simple moving average is $319.11 and its 200-day simple moving average is $310.31.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the business posted $5.07 EPS. The firm’s quarterly revenue was up 10.0% compared to the same quarter last year. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 23.24 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is 25.71%.

JPMorgan Chase & Co. Profile

(Free Report)

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.