HF Advisory Group LLC Acquires 71,141 Shares of JPMorgan Chase & Co. $JPM

HF Advisory Group LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 450.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 86,929 shares of the financial services provider’s stock after acquiring an additional 71,141 shares during the quarter. JPMorgan Chase & Co. makes up about 1.1% of HF Advisory Group LLC’s investment portfolio, making the stock its 14th biggest position. HF Advisory Group LLC’s holdings in JPMorgan Chase & Co. were worth $28,010,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of JPM. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. during the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC raised its holdings in JPMorgan Chase & Co. by 92.6% during the third 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 period. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter valued at about $35,000. Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $52,000. Finally, Collier Financial bought a new stake in shares of JPMorgan Chase & Co. in the third quarter worth about $60,000. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

JPM has been the topic of several research reports. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Truist Financial reduced their target price on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Finally, Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $333.17.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was 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. This represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 in the last quarter. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Trading Up 0.6%

Shares of JPM stock opened at $297.21 on Wednesday. The stock has a market capitalization of $801.58 billion, a price-to-earnings ratio of 14.85, a price-to-earnings-growth ratio of 1.41 and a beta of 1.05. JPMorgan Chase & Co. has a 12-month low of $211.00 and a 12-month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock’s 50-day moving average price is $298.78 and its 200-day moving average price is $306.88.

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, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the business posted $4.81 earnings per share. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

More JPMorgan Chase & Co. News

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

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.