• 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
    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
    1/3/2025$269.00Peer Perform → Outperform
    Wolfe Research
    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

    One Beverly Hills Finalizes $4.3 Billion Financing to Complete Development

    One Beverly Hills, featuring Aman Beverly Hills and The Beverly Hilton, today announced a $4.3 billion financing to complete its development of a world-class mixed-use urban destination and residential enclave that redefines luxury living in the heart of Beverly Hills. The financing, led by J.P. Morgan and VICI Properties Inc. (NYSE:VICI), is among the largest of its kind in the last decade. Spanning 17.5 acres, One Beverly Hills will introduce Aman's first urban residences, hotel, and members' club to the West Coast, alongside retail, hospitality, wellness and leisure concepts set within 10 acres of gardens and open space. The development, sponsored by Cain in partnership with Eldridge I

    3/23/26 9:00:00 AM ET
    $JPM
    $VICI
    Major Banks
    Finance
    Real Estate Investment Trusts
    Real Estate

    VICI Properties Inc. Increases Involvement in One Beverly Hills Financing & Extends Strategic Relationship With Cain and Eldridge Industries

    – Increases One Beverly Hills Mezzanine Loan to $1.5 Billion – – Cain, Eldridge Industries & VICI Expand Strategic Relationship Into Experiential Cross-Capital Venture – VICI Properties Inc. (NYSE:VICI) ("VICI", "VICI Properties" or the "Company") today announced that it has expanded its long-term strategic relationship with Cain and Eldridge Industries by providing a $1.5 billion mezzanine loan (the "VICI Mezzanine Loan") behind a $2.8 billion senior loan commitment led by J.P. Morgan as part of the construction financing for One Beverly Hills. The VICI Mezzanine Loan represents a $1.05 billion incremental commitment beyond VICI's existing $450.0 million investment in the project and is

    3/23/26 8:55:00 AM ET
    $JPM
    $VICI
    Major Banks
    Finance
    Real Estate Investment Trusts
    Real Estate

    J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq

    New Active ETFs Expand Innovative Derivative Income Suite NEW YORK, March 19, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of two new active ETFs on the Nasdaq Exchange as part of the firm's landmark derivative income suite, the JPMorgan Equity Premium Yield ETF (ROCY) and the JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ). With the introduction of ROCY and ROCQ, J.P. Morgan is now the only ETF provider offering a comprehensive suite of actively managed derivative income strategies, with three distinct methods of treating options premium.Led by H

    3/19/26 12:30:00 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

    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

    JPMorgan Chase upgraded by Keefe Bruyette with a new price target

    Keefe Bruyette upgraded JPMorgan Chase from Mkt Perform to Outperform and set a new price target of $327.00

    7/9/25 8:15:06 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)

    3/23/26 1:44:58 PM ET
    $JPM
    Major Banks
    Finance

    SEC Form FWP filed by JP Morgan Chase & Co.

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

    3/20/26 8:09:07 PM ET
    $JPM
    Major Banks
    Finance

    SEC Form FWP filed by JP Morgan Chase & Co.

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

    3/20/26 9:13:47 AM ET
    $JPM
    Major Banks
    Finance

    $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 Leopold Robin

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

    3/23/26 6:29:58 PM ET
    $JPM
    Major Banks
    Finance

    SEC Form 4 filed by Petno Douglas B

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

    3/19/26 4:19:50 PM ET
    $JPM
    Major Banks
    Finance

    SEC Form 4 filed by Lake Marianne

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

    3/19/26 4:19:51 PM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Leadership Updates

    Live Leadership Updates

    View All

    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

    J.P. Morgan Asset Management Welcomes Pam Hess as Retirement Strategist

    Experienced retirement research expert to help meet increased demand for actionable retirement insights NEW YORK, Jan. 27, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the appointment of Pam Hess as Executive Director and Retirement Strategist on the Retirement Insights team reporting to Michael Conrath, Chief Retirement Strategist. This key hire reflects the firm's ongoing commitment to investing in resources that help financial professionals, participants and plan sponsors navigate today's complex retirement landscape. In this role, Pam supports the deve

    1/27/26 10:00:00 AM ET
    $JPM
    Major Banks
    Finance

    $JPM
    Financials

    Live finance-specific insights

    View All

    J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq

    New Active ETFs Expand Innovative Derivative Income Suite NEW YORK, March 19, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of two new active ETFs on the Nasdaq Exchange as part of the firm's landmark derivative income suite, the JPMorgan Equity Premium Yield ETF (ROCY) and the JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ). With the introduction of ROCY and ROCQ, J.P. Morgan is now the only ETF provider offering a comprehensive suite of actively managed derivative income strategies, with three distinct methods of treating options premium.Led by H

    3/19/26 12:30:00 PM ET
    $JPM
    Major Banks
    Finance

    JPMorganChase Declares Common Stock Dividend

    JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") declared a quarterly dividend on the outstanding shares of the common stock of JPMorganChase. 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 $4.4 trillion in assets and $362 billion in stockholders' equity as of December 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

    3/17/26 4:47:00 PM ET
    $JPM
    Major Banks
    Finance

    JPMorganChase to Host First-Quarter 2026 Earnings Call

    As previously announced, JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") will host a conference call to review first-quarter 2026 financial results on Tuesday, April 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

    3/17/26 4:43:00 PM 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