• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires

    3/3/26 9:30:00 AM ET
    $JPM
    Major Banks
    Finance
    Get the next $JPM alert in real time by email

    Stephanie Davis joins as Head of Private Wealth Alternatives from Hamilton Lane

    Sean Flynn tapped as Private Wealth Alternatives National Manager 

    NEW YORK, March 3, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the appointment of Stephanie Davis as Head of Private Wealth Alternatives, leading an increased focus on serving financial advisors across the U.S. Stephanie brings three decades of experience, most recently as Co-Head of U.S. Private Wealth Solutions at Hamilton Lane. Based in New York, she will report to Steve Lundquist, Head of U.S. Advisor.

    Stephanie Davis

    In her role, Stephanie will lead the firm's Private Wealth Alternatives client efforts, driving all go-to-market activities for private markets solutions built for financial advisors and their clients. She will also be deeply engaged with the ideation, launch, and growth of new and existing offerings, and the development and deployment of client education focused on investing in private markets.

    Additionally, Sean Flynn has been tapped as Private Wealth Alternatives National Manager, having previously led alternative investments for the firm's U.S. Wealth Management business. Working closely with Stephanie, Sean will oversee a growing team of field-based client advisors across the U.S. focused on education and engagement with alternative investments. This team will grow to 20 dedicated client-facing professionals by year end, bringing the total U.S. Advisor organization to 350 professionals. 

    Steve Lundquist, Head of U.S. Advisor at J.P. Morgan Asset Management: "We are thrilled to welcome Stephanie and Sean on board. They are both proven leaders and will play a critical role in our continued commitment to help educate financial advisors on the rapidly evolving private markets space. Stephanie's and Sean's track records and deep experience specializing in serving this important client segment will accelerate our momentum as investor demand for alternative investments continues to climb."

    J.P. Morgan Asset Management is a global leader in alternatives, with over 60 years of experience managing alternative investments and a $600 billion alternatives platform spanning real estate, private equity, private credit, liquid alternative products, infrastructure, transport, hedge funds, and forestry. The firm has served wealth management platforms for three decades and is deeply entrenched with financial advisors nationally. These new leadership roles underscore the firm's commitment to providing greater access to alternative solutions as well as to industry–leading education, including the Guide to Alternatives, which reaches more than 150,000 financial professionals globally each quarter, and the Alternative Realities podcast, which launched in 2024 and already has over 170,000 downloads.

    Biographies

    Stephanie Davis is Head of Private Wealth Alternatives at J.P. Morgan Asset Management. Stephanie leads strategy and delivery of evergreen and traditional private markets offerings to clients, and oversees the Private Wealth Alternatives Client team. Previously, she was Managing Director and Co-Head of U.S. Private Wealth Solutions at Hamilton Lane, where she was responsible for overall strategy and execution of the U.S. Private Wealth business with a focus on private market strategies across secondaries, co-investments in Private Equity, Credit, Infrastructure, and Venture Capital. Prior to that role, she led capital formation efforts at LL Funds (Ultra Capital LLC). Stephanie holds a BA from Georgetown University, and an MBA from Temple University. She is based in New York, NY.

    Sean Flynn is Private Wealth Alternatives National Manager at J.P. Morgan Asset Management. Sean oversees a team of client advisors across the U.S. to drive private wealth business growth, and further increase advisor adoption and client access. He was previously Head of Alternative Investments for U.S. Wealth Management at J.P. Morgan where he oversaw alternative investment sales for U.S. Wealth Management clients. Prior to that, Sean led alternative investment distribution and partner relations at First Republic Investment Management. He holds a BA from The Catholic University of America. He is based in New York, NY.

    About J.P. Morgan Asset Management

    J.P. Morgan Asset Management, with assets under management of $4.2 trillion (as of 12/31/2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity, and liquidity. For more information, visit: www.jpmorgan.com/am

    JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $4.4 trillion in assets and $362 billion in stockholders' equity (as of 12/31/2025). The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world's most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

    Sean Flynn

    J.P. Morgan Asset Management Logo (PRNewsfoto/J.P. Morgan Asset Management)

    Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/jp-morgan-asset-management-bolsters-commitment-to-private-wealth-alternatives-with-senior-hires-302702174.html

    SOURCE J.P. Morgan Asset Management

    Get the next $JPM alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $JPM

    DatePrice TargetRatingAnalyst
    3/26/2026$310.00Hold
    Jefferies
    2/3/2026$280.00Underperform → Neutral
    Robert W. Baird
    1/7/2026Outperform → Peer Perform
    Wolfe Research
    7/9/2025$327.00Mkt Perform → Outperform
    Keefe Bruyette
    7/8/2025$259.00Hold → Reduce
    HSBC Securities
    6/27/2025$235.00Neutral → Underperform
    Robert W. Baird
    5/15/2025$305.00Buy
    TD Cowen
    3/7/2025$215.00 → $220.00Underperform → Neutral
    Robert W. Baird
    More analyst ratings

    $JPM
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Large owner Jpmorgan Chase & Co sold 14 shares and bought $51 worth of shares (14 units at $3.67) (SEC Form 4)

    4 - JPMORGAN CHASE & CO (0000019617) (Reporting)

    4/11/25 4:55:53 PM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    JPMorganChase Declares Preferred Stock Dividends

    JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") has declared dividends on the outstanding shares of the Firm’s Series DD, EE, GG, JJ, LL, MM and NN preferred stock. Information can be found on the Firm’s Investor Relations website at https://www.jpmorganchase.com/ir/news. JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $5.0 trillion in assets and $375 billion in stockholders’ equity as of June 30, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asse

    7/15/26 4:28:00 PM ET
    $JPM
    Major Banks
    Finance

    Chase Sapphire Lounge by The Club Opens at Dallas Fort Worth International Airport (DFW)

    New lounge in Terminal D brings elevated dining, a signature bar, wellness offerings and locally inspired design Chase announced its Chase Sapphire Lounge by The Club at Dallas Fort Worth International Airport (DFW) will open tomorrow, July 16, 2026. Located post-security in Terminal D by Gate D25, the new lounge offers a premium retreat for Chase Sapphire Reserve cardmembers. Opening at DFW lets Chase Sapphire meet cardmembers where they travel most, as the Dallas–Fort Worth area continues to grow year over year as a top destination for Chase Sapphire Reserve cardmembers. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/202607151

    7/15/26 12:00:00 PM ET
    $JPM
    Major Banks
    Finance

    NYSE Content Update: Madrona Highlights Private Companies Building AI Apps

    NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, July 14, 2026 /CNW/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.  Ashley Mastronardi delivers the pre-market update on July 14thWall Street is analyzing key data points ahead of market open.The Bureau of Labor Statistics released the June 2026 CPI Report, offering a fresh look at the state of inflation.JPMorgan Chase (NYSE:JPM), Goldman Sachs (NYSE:GS), and Bank of America (NYSE:BAC) kicked off earnings season.Madrona and 2025 Intelligence Ap

    7/14/26 8:55:00 AM ET
    $ICE
    $BAC
    $GS
    Investment Bankers/Brokers/Service
    Finance
    Major Banks
    Computer Software: Prepackaged Software

    $JPM
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    SEC Form 4 filed by CEO CCB Lake Marianne

    4 - JPMORGAN CHASE & CO (0000019617) (Issuer)

    7/8/26 4:16:24 PM ET
    $JPM
    Major Banks
    Finance

    Director Burke Stephen B was granted 172 shares, increasing direct ownership by 0.08% to 208,303 units (SEC Form 4)

    4 - JPMORGAN CHASE & CO (0000019617) (Issuer)

    7/1/26 4:16:42 PM ET
    $JPM
    Major Banks
    Finance

    Director Rometty Virginia M was granted 122 shares, increasing direct ownership by 0.82% to 15,032 units (SEC Form 4)

    4 - JPMORGAN CHASE & CO (0000019617) (Issuer)

    7/1/26 4:16:47 PM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Jefferies initiated coverage on JPMorgan Chase with a new price target

    Jefferies initiated coverage of JPMorgan Chase with a rating of Hold and set a new price target of $310.00

    3/26/26 8:49:56 AM ET
    $JPM
    Major Banks
    Finance

    JPMorgan Chase upgraded by Robert W. Baird with a new price target

    Robert W. Baird upgraded JPMorgan Chase from Underperform to Neutral and set a new price target of $280.00

    2/3/26 6:50:14 AM ET
    $JPM
    Major Banks
    Finance

    JPMorgan Chase downgraded by Wolfe Research

    Wolfe Research downgraded JPMorgan Chase from Outperform to Peer Perform

    1/7/26 8:56:58 AM ET
    $JPM
    Major Banks
    Finance

    $JPM
    SEC Filings

    View All

    SEC Form FWP filed by JP Morgan Chase & Co.

    FWP - JPMORGAN CHASE & CO (0000019617) (Subject)

    7/21/26 9:24:44 AM ET
    $JPM
    Major Banks
    Finance

    SEC Form FWP filed by JP Morgan Chase & Co.

    FWP - JPMORGAN CHASE & CO (0000019617) (Subject)

    7/21/26 9:21:21 AM ET
    $JPM
    Major Banks
    Finance

    SEC Form FWP filed by JP Morgan Chase & Co.

    FWP - JPMORGAN CHASE & CO (0000019617) (Subject)

    7/21/26 9:19:59 AM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Financials

    Live finance-specific insights

    View All

    JPMorganChase Declares Preferred Stock Dividends

    JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") has declared dividends on the outstanding shares of the Firm’s Series DD, EE, GG, JJ, LL, MM and NN preferred stock. Information can be found on the Firm’s Investor Relations website at https://www.jpmorganchase.com/ir/news. JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $5.0 trillion in assets and $375 billion in stockholders’ equity as of June 30, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asse

    7/15/26 4:28:00 PM ET
    $JPM
    Major Banks
    Finance

    JPMorganChase Regulatory Capital Update

    JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") has announced updated information relating to its third quarter dividend, common share repurchase program and regulatory capital requirements. More information is available at www.jpmorganchase.com under Investor Relations, Press Releases. JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $4.9 trillion in assets and $364 billion in stockholders’ equity as of March 31, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction pro

    6/24/26 4:14:00 PM ET
    $JPM
    Major Banks
    Finance

    JPMorganChase to Host Second-Quarter 2026 Earnings Call

    As previously announced, JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") will host a conference call to review second-quarter 2026 financial results on Tuesday, July 14, 2026 at 8:30 a.m. (ET). The results are scheduled to be released at approximately 7:00 a.m. (ET). The live audio webcast and presentation slides will be available on www.jpmorganchase.com under Investor Relations, Events & Presentations. JPMorganChase will notify the public that financial results have been issued through its social media outlet @JPMorgan and @Chase on X, and by a press release over Business Wire that will provide the link to the Firm's Investor Relations website. In addition to being avail

    6/16/26 4:20:00 PM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Leadership Updates

    Live Leadership Updates

    View All

    Campbell Global Appoints Michael Barbara to Head of Global Acquisitions

    NEW YORK, July 13, 2026 /PRNewswire/ -- (NYSE: JPM) Campbell Global, a leading timberland investment management firm and subsidiary of J.P. Morgan Asset Management, is pleased to announce the promotion of Michael Barbara to Head of Global Acquisitions, effective immediately. In his new role, Mr. Barbara will lead Campbell Global's timberland investment activities worldwide, including investment origination, due diligence, transaction execution, and divestments. He will also continue his current responsibility as Head of Australasia. Michael will contribute to the firm's global i

    7/13/26 12:05:00 PM ET
    $JPM
    Major Banks
    Finance

    JPMorganChase Partners With Sports Legends to Help Athletes Master Their Money

    Athlete Council to guide JPMorganChase in new programs for athletes JPMorganChase today announced a new initiative to help athletes navigate every aspect of their financial lives, from early career stages through retirement. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260318551874/en/Names listed in photo order from left to right for each row. Building on the firm's extensive banking and wealth planning and management expertise, the JPMorganChase Athlete Council brings together some of the world's most accomplished sports figures who will meet with JPMorganChase leaders on a periodic basis to discuss the unique financial ne

    3/18/26 12:30:00 PM ET
    $JPM
    Major Banks
    Finance

    J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires

    Stephanie Davis joins as Head of Private Wealth Alternatives from Hamilton LaneSean Flynn tapped as Private Wealth Alternatives National Manager  NEW YORK, March 3, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the appointment of Stephanie Davis as Head of Private Wealth Alternatives, leading an increased focus on serving financial advisors across the U.S. Stephanie brings three decades of experience, most recently as Co-Head of U.S. Private Wealth Solutions at Hamilton Lane. Based in New York, she will report to Steve Lundquist, Head of U.S. Advisor. In her

    3/3/26 9:30:00 AM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13D filed by JP Morgan Chase & Co.

    SC 13D - JPMORGAN CHASE & CO (0000019617) (Filed by)

    9/12/24 2:46:34 PM ET
    $JPM
    Major Banks
    Finance

    Amendment: SEC Form SC 13G/A filed by JP Morgan Chase & Co.

    SC 13G/A - JPMORGAN CHASE & CO (0000019617) (Filed by)

    8/9/24 1:40:34 PM ET
    $JPM
    Major Banks
    Finance

    SEC Form SC 13G/A filed by JP Morgan Chase & Co. (Amendment)

    SC 13G/A - JPMORGAN CHASE & CO (0000019617) (Subject)

    2/13/24 4:55:49 PM ET
    $JPM
    Major Banks
    Finance