Catalyst Financial Partners LLC Acquires 1,720 Shares of JPMorgan Chase & Co. $JPM

Catalyst Financial Partners LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 22,183 shares of the financial services provider’s stock after acquiring an additional 1,720 shares during the period. JPMorgan Chase & Co. makes up about 0.8% of Catalyst Financial Partners LLC’s investment portfolio, making the stock its 20th biggest position. Catalyst Financial Partners LLC’s holdings in JPMorgan Chase & Co. were worth $7,148,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Strategic Family Wealth Counselors L.L.C. increased its stake in JPMorgan Chase & Co. by 53.8% in the fourth quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,690 shares of the financial services provider’s stock valued at $2,631,000 after acquiring an additional 3,038 shares during the period. Biltmore Family Office LLC raised its position in JPMorgan Chase & Co. by 11.2% in the fourth quarter. Biltmore Family Office LLC now owns 17,214 shares of the financial services provider’s stock worth $5,547,000 after purchasing an additional 1,738 shares in the last quarter. Stonebridge Financial Group LLC MO acquired a new position in JPMorgan Chase & Co. in the fourth quarter worth about $1,225,000. Global Wealth Management Investment Advisory Inc. raised its position in JPMorgan Chase & Co. by 2.8% in the fourth quarter. Global Wealth Management Investment Advisory Inc. now owns 40,432 shares of the financial services provider’s stock worth $13,028,000 after purchasing an additional 1,083 shares in the last quarter. Finally, Ameritas Advisory Services LLC raised its position in JPMorgan Chase & Co. by 43.9% in the fourth quarter. Ameritas Advisory Services LLC now owns 34,433 shares of the financial services provider’s stock worth $11,095,000 after purchasing an additional 10,497 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently issued reports on JPM. HSBC increased their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Argus increased their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Evercore increased their price target on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $339.08.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is accelerating its push into AI, with Dimon saying the bank will add more AI staff and rely less on traditional banker roles, which could boost productivity and lower operating costs over time. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: Executives said global investment banking and IPO activity remain solid, with stronger deal flow expected in Hong Kong and mainland China, especially in AI and healthcare. JPMorgan’s Foley Sees Strong IPO Growth in HK, China
• Positive Sentiment: JPMorgan launched its Chase digital retail bank in Germany, expanding its consumer footprint in Europe and opening another growth channel. JPMorgan Launches Its German Retail Bank, Aiming for ‘Top’ Rank
• Positive Sentiment: Financial stocks were broadly higher, providing a supportive sector backdrop for JPMorgan shares. Sector Update: Financial Stocks Higher Friday Afternoon
• Neutral Sentiment: Dimon also warned that interest rates could move much higher, which underscores a tougher macro environment even though JPMorgan may benefit from volatility in trading and markets. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Neutral Sentiment: JPMorgan Asset Management disclosed a new stake in Kitron ASA, which appears to be routine portfolio activity rather than a direct driver for JPM stock. JPMorgan Asset Management Takes Notifiable 5.6% Stake in Kitron ASA
• Negative Sentiment: One bearish analysis argued JPMorgan still faces valuation and “capital trap” concerns despite its AI strategy and scale. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)
• Negative Sentiment: JPMorgan is also trying to offload exposure tied to more than $4 billion in private-equity-linked loans, suggesting management is actively managing downside risk in a slower PE funding environment. JPMorgan looks to offload exposure to $4 billion in private equity-linked loans, FT reports

JPMorgan Chase & Co. Stock Up 1.2%

Shares of NYSE JPM opened at $306.49 on Friday. The firm has a market capitalization of $821.25 billion, a PE ratio of 14.68, a price-to-earnings-growth ratio of 1.48 and a beta of 1.03. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1 year low of $256.00 and a 1 year high of $337.25. The firm’s 50-day moving average is $300.85 and its 200-day moving average is $307.13.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter last year, the firm earned $5.07 EPS. Equities analysts expect that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares in the company, valued at $10,870,263. This trade represents a 13.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 28,589 shares of company stock worth $8,747,496 over the last quarter. Company insiders own 0.41% of the company’s stock.

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.