Brookstone Capital Management Decreases Stake in JPMorgan Chase & Co. $JPM

Brookstone Capital Management lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.4% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 103,901 shares of the financial services provider’s stock after selling 3,708 shares during the quarter. Brookstone Capital Management’s holdings in JPMorgan Chase & Co. were worth $30,564,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $11,396,496,000. Cardano Risk Management B.V. boosted its position in JPMorgan Chase & Co. by 889.3% during the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after buying an additional 7,796,814 shares during the period. Danske Bank A S bought a new stake in JPMorgan Chase & Co. in the 3rd quarter worth $696,885,000. American Assets Investment Management LLC grew its holdings in JPMorgan Chase & Co. by 1,172.2% in the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after acquiring an additional 2,081,800 shares during the last quarter. Finally, Holocene Advisors LP increased its position in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after acquiring an additional 1,964,958 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 1.0%

NYSE:JPM opened at $334.95 on Wednesday. The company has a 50-day moving average price of $310.11 and a 200-day moving average price of $308.02. The stock has a market cap of $897.50 billion, a price-to-earnings ratio of 16.04, a P/E/G ratio of 1.54 and a beta of 1.00. 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 12 month low of $279.10 and a 12 month high of $338.09.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly 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. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter in the previous year, the company earned $5.07 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. Equities analysts predict that JPMorgan Chase & Co. will post 22.44 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed 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. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is presently 28.74%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Argus increased their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. HSBC upped their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. UBS Group dropped their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Finally, Evercore lifted their price objective on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. Fourteen equities 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.com, JPMorgan Chase & Co. currently has an average rating of “Hold” and an average target price of $339.08.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and highlighted it as one of the highest-quality financial stocks, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: Reports that JPMorgan is deploying agentic AI across parts of its banking operations suggest potential efficiency gains and margin support over time. Article Title
• Positive Sentiment: Recent earnings strength remains an important tailwind, as JPMorgan previously beat expectations on both EPS and revenue, backing up the stock’s premium valuation.
• Neutral Sentiment: General Counsel Stacey Friedman sold 5,467 shares under a pre-arranged 10b5-1 trading plan; the sale may draw attention, but the scheduled nature of the trade makes it a limited signal on fundamentals. Article Title
• Neutral Sentiment: Several headlines referenced JPMorgan strategists discussing market risks such as Fed policy, institutional rebalancing, and inflation; these are broader market themes rather than direct JPMorgan-specific catalysts.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the transaction, 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Company 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.