CDM Financial Counseling Services Inc. Purchases Shares of 1,870 JPMorgan Chase & Co. $JPM

Posted by ABMN Staff on May 27th, 2026

CDM Financial Counseling Services Inc. purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 1,870 shares of the financial services provider’s stock, valued at approximately $603,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Legal & General Group Plc boosted its stake in JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after purchasing an additional 607,025 shares in the last quarter. Fisher Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after purchasing an additional 347,033 shares in the last quarter. Invesco Ltd. boosted its stake in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after purchasing an additional 322,735 shares in the last quarter. Boston Partners boosted its stake in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock valued at $2,360,045,000 after purchasing an additional 168,184 shares in the last quarter. Finally, California Public Employees Retirement System boosted its stake in JPMorgan Chase & Co. by 19.6% during the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after purchasing an additional 1,082,913 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Price Performance

JPM opened at $306.81 on Wednesday. The stock has a fifty day moving average of $301.79 and a 200-day moving average of $307.06. The firm has a market capitalization of $822.10 billion, a P/E ratio of 14.69, a PEG ratio of 1.49 and a beta of 1.03. JPMorgan Chase & Co. has a 12-month low of $260.31 and a 12-month high of $337.25. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its 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 analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.07 earnings per share. Equities analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. The trade was 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. Insiders have sold 28,589 shares of company stock worth $8,747,496 over the last three months. Company insiders own 0.41% of the company’s stock.

Key JPMorgan Chase & Co. News

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 hurdle and easing concerns about capital/planning scrutiny. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
Positive Sentiment: JPMorgan is expanding its AI use in investment banking, signaling a push toward automation and tech-enabled productivity that could improve efficiency over time. JPMorgan Expands AI Push as Banking Jobs Enter Transition Phase
Positive Sentiment: JPMorgan strategists said markets may be overpricing the risk of interest-rate hikes, a view that supports defensive stock leadership and suggests room for selective equity gains. JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
Neutral Sentiment: JPMorgan continues to highlight low-volatility and income-focused ETF products, which may support asset-management flows, but these items are not a direct driver of the bank’s core earnings outlook. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
Neutral Sentiment: Separately, JPMorgan warned that rising oil prices and geopolitical stress could hurt growth and end the U.S. “Goldilocks” backdrop, which is a macro risk for banks and the broader market. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
Negative Sentiment: JPMorgan’s warning that the Iran conflict and higher energy costs could trigger a negative growth shock raises recession risk, which could weigh on loan demand and credit quality if conditions worsen. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Daiwa Securities Group decreased their price target on 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. Truist Financial raised their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Autonomous Res reduced their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Finally, Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.08.

Read Our Latest Stock Analysis on JPM

JPMorgan Chase & Co. Profile

(Free Report)

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.