Bravias Capital Group LLC Has $782,000 Stock Holdings in JPMorgan Chase & Co. $JPM

Bravias Capital Group LLC decreased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 37.7% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,657 shares of the financial services provider’s stock after selling 1,608 shares during the quarter. Bravias Capital Group LLC’s holdings in JPMorgan Chase & Co. were worth $782,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of JPM. Brighton Jones LLC raised its position in JPMorgan Chase & Co. by 11.0% during 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. Acorns Advisers LLC grew its position in JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC grew its position in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares in the last quarter. Jump Financial LLC acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth $1,475,000. Finally, Betterment LLC increased its stake in shares of JPMorgan Chase & Co. by 27.5% during the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after purchasing an additional 425 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is expanding its investment-banking reach with a new small-cap and mid-cap advisory push, which could open a fresh revenue stream from companies valued between $100 million and $500 million. JPMorgan to pursue smaller deals in latest growth push
• Positive Sentiment: Analysts remain constructive on JPM ahead of Q2 results, with Wall Street expecting solid earnings and revenue growth and some firms highlighting improving estimates and strong profitability. Unveiling JPMorgan Chase & Co. (JPM) Q2 Outlook: Wall Street Estimates for Key Metrics
• Positive Sentiment: JPMorgan is also being cited as a beneficiary of stronger capital returns, including a higher dividend and a large buyback authorization, which supports the stock’s appeal to income-focused investors. Why JPMorgan’s (JPM) Dividend Hike and $50 Billion Buyback Make It a Strong Capital-Return Tax Case
• Positive Sentiment: Several recent articles frame JPM as a high-quality bank stock heading into earnings, with support from strong profits, AI-related initiatives, and favorable sector trends. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
• Neutral Sentiment: JPMorgan’s positions in overseas companies such as Healius and Umicore fell below disclosure thresholds, but these updates appear to be routine portfolio changes rather than major catalysts for JPM shares. JPMorgan Group Drops Below Substantial Holder Threshold in Healius Umicore – Transparency notification by JP Morgan Chase & Co.
• Neutral Sentiment: Commentary around JPMorgan’s stablecoin views, its SambaNova AI partnership, and broader market chatter adds to the bullish narrative, but these items are still more thematic than immediate earnings drivers. Jamie Dimon Said the Clarity Act’s Stablecoin Rules Will “Blow Up” the System Intel-Backed SambaNova Raises $1Billion

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction that occurred on 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 completion of the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. The trade was a 13.66% 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. Insiders have sold a total of 33,623 shares of company stock valued at $10,427,835 in the last three months. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $335.20 on Friday. The company has a market capitalization of $898.17 billion, a PE ratio of 16.05, a price-to-earnings-growth ratio of 1.51 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. has a one year low of $279.10 and a one year high of $343.45. The company’s fifty day moving average price is $315.32 and its 200 day moving average price is $309.60.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion during 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 business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company earned $5.07 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 22.82 earnings per share 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. Shareholders 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 yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analysts Forecast Growth

JPM has been the subject of several analyst reports. Argus lifted their price objective 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. UBS Group increased their target price on shares of JPMorgan Chase & Co. from $375.00 to $384.00 and gave the stock a “buy” rating in a research report on Tuesday. Royal Bank Of Canada restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Finally, Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday. Fourteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $345.33.

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.