Soltis Investment Advisors LLC Raises Position in JPMorgan Chase & Co. $JPM

Soltis Investment Advisors LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,099 shares of the financial services provider’s stock after acquiring an additional 1,820 shares during the period. JPMorgan Chase & Co. comprises approximately 0.7% of Soltis Investment Advisors LLC’s portfolio, making the stock its 26th biggest holding. Soltis Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $10,343,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Howard Capital Management Inc. grew its holdings in shares of JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after acquiring an additional 3,976 shares in the last quarter. Andra AP fonden grew its holdings in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after acquiring an additional 3,300 shares in the last quarter. Newbridge Financial Services Group Inc. grew its holdings in shares of JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after acquiring an additional 3,027 shares in the last quarter. Banco Santander S.A. grew its holdings in shares of JPMorgan Chase & Co. by 9.0% in the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after acquiring an additional 37,550 shares in the last quarter. Finally, Brighton Jones LLC grew its holdings in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Autonomous Res reduced their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Piper Sandler increased their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Finally, Wells Fargo & Company reduced their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $339.08.

JPMorgan Chase & Co. News Roundup

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 JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The transaction 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, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value of $935,037.02. Following the sale, the chief financial officer owned 32,438 shares in the company, valued at approximately $10,036,641.58. This represents a 8.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 28,589 shares of company stock worth $8,747,496. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $306.49 on Tuesday. The stock has a fifty day simple moving average of $301.33 and a two-hundred day simple moving average of $307.10. JPMorgan Chase & Co. has a 1-year low of $256.00 and a 1-year high of $337.25. The firm has a market cap of $821.25 billion, a price-to-earnings ratio of 14.68, a price-to-earnings-growth ratio of 1.49 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. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same period in the prior year, the company earned $5.07 earnings per share. JPMorgan Chase & Co.’s revenue was up 10.0% compared to the same quarter last year. Analysts anticipate that JPMorgan Chase & Co. will post 22.43 earnings per share 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 given a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

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.