WealthBridge Capital Management LLC Increases Stock Position in JPMorgan Chase & Co. $JPM

30 Nov 2025, 09:06 by Jessica Moore · The Cerbat Gem

WealthBridge Capital Management LLC raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.6% in the second quarter, Holdings Channel.com reports. The fund owned 10,795 shares of the financial services provider’s stock after purchasing an additional 573 shares during the period. JPMorgan Chase & Co. makes up approximately 0.8% of WealthBridge Capital Management LLC’s investment portfolio, making the stock its 28th biggest position. WealthBridge Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $3,130,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $26,000. MJT & Associates Financial Advisory Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at $28,000. University of Illinois Foundation purchased a new stake in shares of JPMorgan Chase & Co. in the 1st quarter valued at $30,000. Mizuho Securities Co. Ltd. lifted its stake in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares in the last quarter. Finally, Ryan Investment Management Inc. purchased a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $37,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $313.26 on Friday. The company has a current ratio of 0.86, a quick ratio of 0.88 and a debt-to-equity ratio of 1.26. The firm has a fifty day moving average price of $306.89 and a 200 day moving average price of $293.25. The company has a market cap of $852.78 billion, a P/E ratio of 15.52, a PEG ratio of 1.84 and a beta of 1.14. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $322.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, beating analysts’ consensus estimates of $4.83 by $0.24. The company had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.JPMorgan Chase & Co.’s quarterly revenue was up 8.8% on a year-over-year basis. During the same period last year, the firm earned $4.37 earnings per share. Sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 31st. Stockholders of record on Monday, October 6th were given a dividend of $1.50 per share. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.40. The ex-dividend date of this dividend was Monday, October 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on JPM shares. Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $290.00 to $319.00 and gave the stock a “hold” rating in a research note on Tuesday, September 23rd. Loop Capital set a $310.00 target price on shares of JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Daiwa Capital Markets increased their price objective on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a research note on Wednesday, October 8th. Fifteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $326.38.

Check Out Our Latest Report on JPM

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, Director Linda Bammann sold 9,500 shares of the firm’s stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $297.94, for a total transaction of $2,830,430.00. Following the sale, the director owned 82,207 shares of the company’s stock, valued at approximately $24,492,753.58. This trade represents a 10.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the sale, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.47% of the stock is owned by insiders.

About JPMorgan Chase & Co.

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