Assetmark Inc. Increases Stock Holdings in JPMorgan Chase & Co. $JPM

Assetmark Inc. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 822,403 shares of the financial services provider’s stock after purchasing an additional 21,107 shares during the period. Assetmark Inc.’s holdings in JPMorgan Chase & Co. were worth $241,918,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of JPM. Essential Planning LLC. raised its holdings in shares of JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after purchasing an additional 33 shares in the last quarter. Sterling Group Wealth Management LLC grew its position in JPMorgan Chase & Co. by 0.8% during the first quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock worth $1,183,000 after buying an additional 33 shares during the period. Spinnaker Investment Group LLC increased its stake in JPMorgan Chase & Co. by 0.7% in the 4th quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock valued at $1,670,000 after purchasing an additional 34 shares in the last quarter. Vestia Personal Wealth Advisors boosted its position in shares of JPMorgan Chase & Co. by 2.7% in the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock worth $391,000 after buying an additional 34 shares in the last quarter. Finally, South Street Advisors LLC grew its holdings in JPMorgan Chase & Co. by 0.4% during the 4th quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock valued at $3,036,000 after buying an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Daiwa Securities Group lowered 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 report on Tuesday, April 7th. Barclays raised their price objective on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. Piper Sandler lifted their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Wells Fargo & Company increased their price objective on shares of JPMorgan Chase & Co. from $360.00 to $375.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Finally, HSBC raised their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $356.38.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were 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 of the company’s stock, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $1,522,036.98. Following the sale, 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. 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 three months, insiders sold 18,876 shares of company stock worth $5,907,051. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Up 1.7%

Shares of NYSE:JPM opened at $344.74 on Wednesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. The company’s fifty day moving average is $320.69 and its two-hundred day moving average is $310.48. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $351.24. The stock has a market capitalization of $923.73 billion, a price-to-earnings ratio of 14.77, a price-to-earnings-growth ratio of 1.51 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same period in the prior year, the company earned $4.96 earnings per share. The business’s revenue was up 27.7% compared to the same quarter last year. Equities analysts anticipate that JPMorgan Chase & Co. will post 23.38 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is presently 25.71%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan was named in Reuters reports as a potential participant in financing Japan’s planned $550 billion U.S. investment program, which could create additional fee and lending opportunities for the bank. Article Title
• Positive Sentiment: Analyst coverage remained constructive, with KBW initiating a Buy rating and a $384 price target, citing JPMorgan’s strong capital position, diversified revenue streams, and upside potential. Article Title
• Positive Sentiment: A separate note said JPMorgan may be about 4% undervalued based on fee growth and bond issuance activity, pointing to continued strength in capital markets and debt underwriting. Article Title
• Positive Sentiment: Financial stocks broadly moved higher during afternoon trading, and sector rotation commentary from Jim Cramer favoring banks over volatile tech stocks also supported the group. Article Title
• Neutral Sentiment: Jamie Dimon gave multiple interviews warning that markets are underestimating geopolitical, fiscal, and bond-market risks, and said he would not be buying stocks or long-term Treasurys at current levels. Those remarks may temper enthusiasm, but they also reinforce his reputation for caution rather than signaling a JPMorgan-specific problem. Article Title
• Neutral Sentiment: Dimon also said AI is already reducing jobs in some JPMorgan units, but framed it as a way to protect margins and improve efficiency rather than a direct earnings threat. Article Title
• Negative Sentiment: Dimon’s repeated warnings about geopolitics, U.S. debt, and bond-market risks could make some investors more cautious about the broader banking and market outlook. Article Title

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.