WMS Group LLC Takes $2.83 Million Position in JPMorgan Chase & Co. $JPM

Posted by Geri Gentry on Jun 21st, 2026

WMS Group LLC acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 8,788 shares of the financial services provider’s stock, valued at approximately $2,827,000. JPMorgan Chase & Co. accounts for approximately 3.6% of WMS Group LLC’s investment portfolio, making the stock its 13th largest holding.

Other large investors have also added to or reduced their stakes in the company. Tulsa Wealth Advisors INC bought a new position in JPMorgan Chase & Co. in the fourth quarter valued at $18,430,000. NWF Advisory Services Inc. lifted its position in JPMorgan Chase & Co. by 7.0% during the 4th quarter. NWF Advisory Services Inc. now owns 18,537 shares of the financial services provider’s stock worth $5,973,000 after buying an additional 1,206 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $1,623,000. Cogent Strategic Wealth LLC acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $362,000. Finally, Reflection Asset Management acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $1,059,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on JPM shares. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. HSBC upped their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Finally, Daiwa Securities Group cut their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $339.08.

View Our Latest Stock Analysis on JPMorgan Chase & Co.

JPMorgan Chase & Co. Trading Up 0.0%

Shares of NYSE:JPM opened at $325.28 on Friday. JPMorgan Chase & Co. has a 52-week low of $272.11 and a 52-week high of $338.09. The company has a market capitalization of $871.58 billion, a P/E ratio of 15.58, a price-to-earnings-growth ratio of 1.51 and a beta of 1.00. The company has a 50-day simple moving average of $309.17 and a 200 day simple moving average of $307.69. 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. (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 for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.07 earnings per share. Sell-side analysts forecast that JPMorgan Chase & Co. will post 22.44 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan was highlighted as a long-term favorite by multiple market commentators, with articles pointing to Jamie Dimon’s leadership, a strong balance sheet, and the bank’s durable profit record. Jamie Dimon’s Savvy Leadership, Bold Initiatives Keep JPMorgan Chase on Top
Positive Sentiment: The bank’s planned expansion of the Chase digital bank into at least five European countries over the next five years suggests a new growth avenue that could widen its customer base and support future revenue. JPMorgan Chase & Co. (JPM) – Among the Top 10 Dividend Stocks to Buy According to Reddit
Positive Sentiment: JPMorgan was also linked to a new Morningstar collaboration with Apollo and Franklin Templeton on model portfolios, reinforcing JPMorgan’s role in wealth-management product innovation. Morningstar (MORN) Teams Up With Apollo, Franklin Templeton, And JPMorgan On New Models
Neutral Sentiment: Several articles simply reaffirmed JPMorgan as a top dividend or long-term holding, which is supportive sentiment but does not by itself change the near-term earnings outlook. Why JPMorgan Chase & Co. (JPM) is a Top Stock for the Long-Term
Negative Sentiment: Offsetting the positives, the DOJ is probing transactions tied to a business network linked to Iran’s supreme leader, and JPMorgan was named in the coverage. That adds regulatory and reputational risk, which can pressure the shares if the investigation deepens. DOJ probes JPMorgan, Citigroup transactions tied to Iran supreme leader’s business network

Insiders Place Their Bets

In related news, insider Robin Leopold sold 433 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 over the last 90 days. 0.41% of the stock is owned by insiders.

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.