Northwestern Mutual Wealth Management Co. Purchases 16,508 Shares of JPMorgan Chase & Co. $JPM

Posted by Geri Gentry on Jun 7th, 2026

Northwestern Mutual Wealth Management Co. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,118,266 shares of the financial services provider’s stock after buying an additional 16,508 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in JPMorgan Chase & Co. were worth $360,328,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Moors & Cabot Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 2.6% during the 4th quarter. Moors & Cabot Inc. now owns 128,639 shares of the financial services provider’s stock worth $41,450,000 after acquiring an additional 3,233 shares during the period. Houlihan Financial Resource Group Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 2.4% during the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 1,715 shares of the financial services provider’s stock worth $526,000 after acquiring an additional 40 shares during the period. CFS Investment Advisory Services LLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.4% during the 4th quarter. CFS Investment Advisory Services LLC now owns 17,529 shares of the financial services provider’s stock worth $5,648,000 after acquiring an additional 1,055 shares during the period. Foundations Investment Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Foundations Investment Advisors LLC now owns 192,556 shares of the financial services provider’s stock worth $62,045,000 after acquiring an additional 19,004 shares during the period. Finally, Godfrey Financial Associates Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $441,000. Institutional investors own 71.55% of the company’s stock.

Insider Activity

In other news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the sale, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The transaction 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, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This trade represents a 5.47% 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. In the last three months, insiders have sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Trading Up 0.7%

Shares of NYSE JPM opened at $312.95 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52-week low of $262.71 and a 52-week high of $337.25. The firm has a 50 day moving average price of $303.89 and a two-hundred day moving average price of $306.49. The stock has a market cap of $838.54 billion, a P/E ratio of 14.99, a price-to-earnings-growth ratio of 1.52 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) 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 net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same period in the prior year, the company posted $5.07 EPS. The company’s revenue was up 10.0% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: Jamie Dimon is personally helping pitch SpaceX’s blockbuster IPO to thousands of JPMorgan’s wealthy clients, highlighting the bank’s influence in capital markets and potentially boosting fee income. Reuters article on Dimon and SpaceX IPO roadshow
Positive Sentiment: The bank is backing a shared tokenized deposit network with other major U.S. lenders, a move that could strengthen JPMorgan’s payments and digital-asset infrastructure position versus stablecoin rivals. WSJ article on tokenized deposit system
Positive Sentiment: Jim Cramer publicly called JPMorgan “the best bank in the world” and said investors can “buy it and put it away,” reinforcing a constructive market view of the stock. Yahoo Finance article on Jim Cramer
Neutral Sentiment: News that JPMorgan is using its branch network and client base to promote SpaceX underscores its scale and wealth-management reach, but the impact on near-term earnings is uncertain. Benzinga article on SpaceX IPO promotion
Neutral Sentiment: Separate headlines noted JPMorgan is evaluating acquisition opportunities and may have $10 billion to $20 billion available for a deal, which could be accretive but also adds execution risk. Yahoo Finance article on acquisition opportunities
Negative Sentiment: JPMorgan also warned that the crypto industry’s CLARITY Act has a narrowing path to passage, which could slow regulatory progress for digital-asset businesses. Benzinga article on CLARITY Act timing

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Argus increased their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Daiwa Securities Group dropped their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Finally, Autonomous Res dropped their price objective 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. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $339.08.

Check Out Our Latest Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. Company 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.