Dana Investment Advisors Inc. Has $39.39 Million Stake in JPMorgan Chase & Co. $JPM

Dana Investment Advisors Inc. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 122,235 shares of the financial services provider’s stock after selling 3,035 shares during the period. JPMorgan Chase & Co. makes up about 1.1% of Dana Investment Advisors Inc.’s portfolio, making the stock its 12th biggest holding. Dana Investment Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $39,387,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. during the 3rd quarter worth $35,000. Merrithew & Thorsten Inc bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth $40,000. WHI TRUST Co LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth $45,000. Cresta Advisors Ltd. bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth $48,000. Finally, Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth $52,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on JPM. UBS Group reduced their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Piper Sandler boosted their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $339.08.

JPMorgan Chase & Co. Stock Up 0.0%

Shares of JPM opened at $306.49 on Tuesday. The company has a market capitalization of $821.25 billion, a PE ratio of 14.68, a PEG ratio of 1.49 and a beta of 1.03. JPMorgan Chase & Co. has a 12 month low of $256.00 and a 12 month high of $337.25. The stock’s 50-day moving average price is $301.33 and its two-hundred day moving average price is $307.10. 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. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the business earned $5.07 EPS. On average, analysts anticipate that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory concern and reinforcing confidence in the bank’s capital and resolution planning. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
• Positive Sentiment: The company also declared a quarterly dividend of $1.50 per share, underscoring its strong cash generation and shareholder-return profile, which can support demand from income-focused investors. JPMorgan Chase & Co. (JPM) Declares Quarterly Dividend of $1.50 per Share
• Positive Sentiment: J.P. Morgan Asset Management announced cash distributions for its ETFs, keeping JPMorgan’s asset-management franchise in the spotlight and highlighting steady fee-driven business activity. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Neutral Sentiment: JPMorgan remains a widely watched bank stock, with recent search interest and broader coverage suggesting investors are still focused on its earnings power, valuation, and regulatory posture. Investors Heavily Search JPMorgan Chase & Co. (JPM): Here is What You Need to Know
• Neutral Sentiment: JPMorgan is also drawing attention for its push into security-related sectors and AI-enabled operations, but these longer-term initiatives are unlikely to move the stock sharply in the near term. JPMorgan Chase Targets Security Sectors And AI As Valuation Draws Attention

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 5,468 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. The trade was a 10.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. This represents a 9.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 28,589 shares of company stock valued at $8,747,496 over the last 90 days. 0.41% of the stock is owned by corporate insiders.

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.