Genesis Financial Group LLC Acquires Shares of 3,165 JPMorgan Chase & Co. $JPM

Genesis Financial Group LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 3,165 shares of the financial services provider’s stock, valued at approximately $1,020,000.

Other hedge funds also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $35,000. Miller Global Investments LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at $52,000. Finally, Collier Financial bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $60,000. Institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,029 shares of company stock valued at $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: Analysts and models expect JPMorgan to beat or print solid Q1 results; Zacks and other previews say JPM has the ingredients for an earnings beat, supporting buyer interest ahead of the April 14 report. JPMorgan Chase & Co. (JPM) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Goldman Sachs raised its price target on JPM to $365 (buy), a significant bullish signal that can bolster sentiment and buying interest despite other mixed analyst moves. JPMorgan Chase & Co. had its price target raised by The Goldman Sachs Group, Inc. from $352.00 to $365.00
• Positive Sentiment: JPMorgan is piloting JPM Coin for interbank settlements in Argentina — a business/tech win that demonstrates product monetization potential for tokenized deposits and could support future fee or transaction revenue. Argentine banks testing JPMorgan’s JPM Coin to speed up settlements: Report
• Neutral Sentiment: Mixed analyst activity: several firms trimmed price targets (Evercore to $320, Daiwa to $328, Autonomous and others trimmed), while the median 6‑month target remains above the share price; the net effect is divergence among investors but not a clear directional catalyst. Daiwa Securities adjusts PT on JPMorgan Chase Co to $328 from $340
• Neutral Sentiment: JPMorgan disclosed a small (6.1%) stake in Hexagon Composites via its J.P. Morgan Securities PLC arm — a portfolio/investment disclosure that is unlikely to move JPM’s stock materially but signals active principal investing. JPMorgan Discloses 6.1% Stake in Hexagon Composites
• Negative Sentiment: Management warnings: CEO Jamie Dimon’s annual letter flags the Iran war, higher inflation and the prospect of rates staying higher for longer — macro risks that could compress bank margins and lift credit costs, weighing on sentiment. JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets
• Negative Sentiment: Credit exposure actions: JPMorgan has restricted some lending to private credit funds after marking down loans in those portfolios — a direct, operational credit-and-liquidity development that could pressure trading and lending-related revenue. Private Credit Experiencing ‘Growing Pains,’ SLR Capital Partners’ Co-CEO Gross
• Negative Sentiment: Insider activity & executive pay disclosures (large estimated CEO pay and multiple insider sales) can be read negatively by some investors as reduced insider confidence or stock supply into the market. JPMORGAN CHASE & CO ($JPM) Chairman and CEO 2025 Pay Revealed

Analysts Set New Price Targets

Several equities analysts have recently commented on JPM shares. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Piper Sandler reaffirmed an “overweight” rating and issued a $325.00 price target (down from $345.00) on shares of JPMorgan Chase & Co. in a research report on Monday, March 30th. Finally, Evercore lowered their price target on shares of JPMorgan Chase & Co. from $350.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have given a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $333.17.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $297.21 on Wednesday. JPMorgan Chase & Co. has a 1-year low of $211.00 and a 1-year high of $337.25. The stock’s 50-day moving average is $298.78 and its 200 day moving average is $306.88. The company has a market cap of $801.58 billion, a P/E ratio of 14.85, a PEG ratio of 1.41 and a beta of 1.05. 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. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter last year, the company earned $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. Research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business 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. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

About JPMorgan Chase & Co.

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.