54,671 Shares in JPMorgan Chase & Co. $JPM Bought by Clear Trail Advisors LLC

Clear Trail Advisors LLC bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 54,671 shares of the financial services provider’s stock, valued at approximately $17,616,000. JPMorgan Chase & Co. accounts for about 4.1% of Clear Trail Advisors LLC’s holdings, making the stock its 6th biggest position.

Other hedge funds have also recently bought and sold shares of the company. BOS Asset Management LLC grew its position in JPMorgan Chase & Co. by 0.3% in the 4th quarter. BOS Asset Management LLC now owns 14,282 shares of the financial services provider’s stock worth $4,602,000 after purchasing an additional 40 shares during the last quarter. Cambridge Financial Group LLC increased its holdings in shares of JPMorgan Chase & Co. by 73.2% during the 4th quarter. Cambridge Financial Group LLC now owns 2,812 shares of the financial services provider’s stock worth $906,000 after purchasing an additional 1,188 shares during the period. Friday Financial raised its position in shares of JPMorgan Chase & Co. by 14.8% during the fourth quarter. Friday Financial now owns 2,367 shares of the financial services provider’s stock valued at $763,000 after buying an additional 306 shares during the last quarter. Diversified Trust Co. raised its position in shares of JPMorgan Chase & Co. by 1.2% during the fourth quarter. Diversified Trust Co. now owns 100,436 shares of the financial services provider’s stock valued at $32,362,000 after buying an additional 1,224 shares during the last quarter. Finally, Peterson Wealth Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. by 3.5% in the fourth quarter. Peterson Wealth Advisors LLC now owns 2,135 shares of the financial services provider’s stock valued at $688,000 after buying an additional 72 shares during the period. 71.55% of the stock is owned by institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This represents a 10.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,029 shares of company stock worth $22,195,693 over the last 90 days. Company insiders own 0.47% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group slightly raised its FY2026 EPS estimate for JPMorgan, a signal that some sell‑side forecasts are moving higher and supporting forward earnings expectations. Erste raises FY2026 EPS
• Positive Sentiment: JPMorgan is launching a private‑credit fund that permits 7.5% redemptions — a product push that can expand fee income and AUM, showing the bank is innovating its asset‑management offerings. JPMorgan Plans Private Credit Fund
• Positive Sentiment: Jefferies initiated coverage with a “Hold” and $310 price target—provides a baseline analyst view implying modest upside from current levels. Jefferies starts coverage
• Neutral Sentiment: JPMorgan is conducting large corporate bond underwriting and lending activity (including a widely noted $8B bond sale tied to the EA buyout and a $3.25B credit line extended to Robinhood) — these deals add fee and interest income but expose the bank to underwriting/credit market volatility. JPMorgan launches $8B bond sale Robinhood credit line
• Neutral Sentiment: Market commentary from JPMorgan (Dimon and research notes) highlights big thematic risks and opportunities—AI disruption, a dash‑to‑cash by investors, and tactical views on Bitcoin vs. metals—informing sentiment but not an immediate earnings shock. Jamie Dimon on AI Investors move back to cash
• Negative Sentiment: An investor group (Scott+Scott) is investigating JPMorgan’s directors and officers for alleged fiduciary breaches — litigation/governance risk tends to weigh on bank shares when raised publicly. Investor alert – Scott+Scott probe
• Negative Sentiment: J.P. Morgan strategists warn of a sequential crude‑supply shock from Strait of Hormuz disruptions that could push oil higher in April—higher oil risks inflation, squeezes consumer demand and corporate margins, and is a headwind for banks via market volatility and loan stress. Map shows crude supply risk
• Negative Sentiment: Financial sector weakness (XLF and bank peers off) is pressuring JPM shares as investors de‑risk the space ahead of earnings season and amid rate/inflation uncertainty. Financial stocks decline

JPMorgan Chase & Co. Trading Down 1.3%

Shares of JPMorgan Chase & Co. stock opened at $291.56 on Friday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The stock has a market capitalization of $786.34 billion, a P/E ratio of 14.57, a price-to-earnings-growth ratio of 1.22 and a beta of 1.06. The company has a 50-day simple moving average of $300.65 and a 200 day simple moving average of $307.64. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the business earned $4.81 earnings per share. Research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on JPM shares. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. The Goldman Sachs Group boosted their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $338.70.

JPMorgan Chase & Co. Profile

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.