JPMorgan Chase & Co. $JPM Shares Acquired by Independence Financial Advisors LLC

Independence Financial Advisors LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 416.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,279 shares of the financial services provider’s stock after purchasing an additional 3,451 shares during the quarter. JPMorgan Chase & Co. accounts for 0.4% of Independence Financial Advisors LLC’s portfolio, making the stock its 28th largest position. Independence Financial Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,379,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Triangle Securities Wealth Management grew its stake in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares in the last quarter. Andra AP fonden increased its holdings in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares during the last quarter. Banco Santander S.A. raised its position in shares of JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after purchasing an additional 37,550 shares in the last quarter. Brighton Jones LLC raised its position in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Finally, Rakuten Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $11,350,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by company insiders.

Analysts Set New Price Targets

JPM has been the subject of a number of recent analyst reports. HSBC decreased their price target on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a research report on Wednesday, April 1st. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $336.48.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $294.66 on Monday. The stock has a market capitalization of $794.70 billion, a PE ratio of 14.73, a price-to-earnings-growth ratio of 1.41 and a beta of 1.05. The business’s fifty day moving average price is $298.95 and its 200 day moving average price is $307.13. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during 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 firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.81 earnings per share. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Asset Management is buying short-dated government bonds (two- to five-year Treasuries, gilts and similar) after recent selloffs, signaling portfolio repositioning into areas it views as oversold — a move that could protect fee income and attract flows into its fixed-income products. JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks
• Positive Sentiment: JPMorgan’s asset-management teams reportedly bought short-term bonds after a global selloff, favoring two- to five-year debt as yields rose — an active positioning that can translate into outperformance for JPM’s funds and support asset-gathering. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration income ETF (JPIE) has delivered strong returns since inception (reported 15.24%), highlighting product stability and steady distributions that can support long-term fee revenue. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception While the Bond Market Cratered
• Positive Sentiment: JPMorgan launched/markets new ETF products (ROCY) focused on tax-advantaged return-of-capital strategies — product expansion that can grow AUM and fee streams over time. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan research continues to move markets — the firm upgraded PACCAR to Overweight, underscoring the influence of JPM’s analyst franchise (a structural revenue and reputation positive). The Bull Case For PACCAR (PCAR) Could Change Following JP Morgan’s Upgrade
• Neutral Sentiment: JPMorgan strategist David Kelly described recent oil and tariff pressures as “temporary,” which could reassure investors about near-term macro risk but is not a direct company-specific catalyst. JPMorgan’s David Kelly calls oil and tariff pressures ‘temporary’
• Neutral Sentiment: Content pieces and lifestyle research (e.g., Fortune piece on wealthy families’ habits published by JPMorgan research/marketing) are brand-positive but unlikely to move the stock materially. The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: JPMorgan upgraded Full Truck Alliance coverage to Neutral — another reminder of active research flow but not a direct JPM stock driver. Full Truck Alliance upgraded to Neutral from Underweight at JPMorgan
• Negative Sentiment: Geopolitical tensions (Trump’s Iran remarks) pushed yields and oil higher, creating market volatility. Higher yields can boost net interest income for banks but also increase trading volatility and credit stress — a mixed-to-negative short-term backdrop for bank stocks. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
• Negative Sentiment: CEO Jamie Dimon’s renewed hardline return-to-office stance has generated internal pushback and negative headlines, which could have modest reputational or talent-retention implications over time. JPMorgan Chase CEO Jamie Dimon doubles down on return-to-office

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.