Apollon Wealth Management LLC Boosts Stock Holdings in JPMorgan Chase & Co. $JPM

Apollon Wealth Management LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 9.4% during the first quarter, Holdings Channel.com reports. The firm owned 219,080 shares of the financial services provider’s stock after buying an additional 18,901 shares during the period. JPMorgan Chase & Co. accounts for about 1.0% of Apollon Wealth Management LLC’s portfolio, making the stock its 12th largest position. Apollon Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $64,445,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Timmons Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth about $27,000. MBM Wealth Consultants LLC bought a new stake in JPMorgan Chase & Co. during the 1st quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $32,000. Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.0%

JPMorgan Chase & Co. stock opened at $333.91 on Friday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $343.45. The business’s fifty day moving average is $312.93 and its 200 day moving average is $308.93. The stock has a market capitalization of $894.72 billion, a PE ratio of 15.99, a price-to-earnings-growth ratio of 1.53 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86.

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, topping the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the company posted $5.07 earnings per share. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 22.76 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for JPMorgan Chase, reinforcing expectations for continued earnings strength. JPMorgan Chase & Co. research update
• Positive Sentiment: Analyst-focused coverage ahead of earnings says JPMorgan remains a banking sector leader, with Wall Street’s recent price-target hikes pointing to confidence in the company’s outlook. Is JPMorgan Chase & Co. (JPM) Stock Still a Banking Sector Leader Ahead of Earnings Season?
• Positive Sentiment: Financial stocks were higher in afternoon trading, giving JPMorgan a supportive sector tailwind as investors rotated into banks. Sector Update: Financial Stocks Rise in Afternoon Trading
• Neutral Sentiment: JPMorgan’s AI chief Teresa Heitsenrether is set to retire at year-end, with CTO Scot Baldry absorbing the role; this looks like an organizational change rather than a major near-term financial event. JPMorgan AI chief Teresa Heitsenrether retiring in 2026
• Neutral Sentiment: JPMorgan also appeared in several non-core headlines, including stake disclosures in other companies and commentary on crypto regulation and Bitcoin market structure, which are unlikely to move JPM stock on their own. JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
• Negative Sentiment: JPMorgan’s warning that Strategy’s financing overhaul could create extra risk in the Bitcoin market adds a cautious tone to its crypto-related commentary, though the impact on JPM itself appears limited. JPMorgan Says Saylor’s Strategy Adds New Risk to Bitcoin Market

Insider Activity at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 4,919 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares in the company, valued at approximately $26,326,072.44. The trade was a 5.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through 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 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 completion of the sale, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This represents a 8.52% decrease in their ownership of the stock. 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. Over the last ninety days, insiders sold 33,623 shares of company stock worth $10,427,835. 0.41% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Daiwa Securities Group decreased their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Argus raised their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Finally, Evercore boosted their price target 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 research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $340.88.

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.