Codex Capital Asset Management L.L.C. Has $12.16 Million Stock Position in JPMorgan Chase & Co. $JPM

Codex Capital Asset Management L.L.C. lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 10.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 37,750 shares of the financial services provider’s stock after buying an additional 3,500 shares during the period. JPMorgan Chase & Co. accounts for approximately 4.4% of Codex Capital Asset Management L.L.C.’s holdings, making the stock its 8th biggest position. Codex Capital Asset Management L.L.C.’s holdings in JPMorgan Chase & Co. were worth $12,164,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Roxbury Financial LLC grew its position in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after purchasing an additional 31 shares during the last quarter. Collective Family Office LLC grew its position in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares during the last quarter. Rialto Wealth Management LLC grew its position in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the last quarter. Essential Planning LLC. grew its position in 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 worth $451,000 after purchasing an additional 33 shares during the last quarter. Finally, Tevis Investment Management grew its position in JPMorgan Chase & Co. by 0.8% in the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock worth $1,337,000 after purchasing an additional 34 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction that occurred 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 directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This represents a 8.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is currently owned by insiders.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. HSBC upped their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Argus upped their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Autonomous Res decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Finally, Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average price target of $339.08.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s trading desk and broader market commentary point to a “risk-on” move that favors banks, as easing oil shock fears and lower rate-cut expectations support financial stocks. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
• Positive Sentiment: Reports that JPMorgan Chase is planning to expand its Chase digital bank into at least three additional European countries, with France, Spain and Italy among the markets under consideration, suggest a new long-term growth opportunity. JPMorgan mulls Chase expansion into Europe’s largest markets, FT reports
• Positive Sentiment: JPMorgan also highlighted that the AI buildout is becoming a major financing opportunity, reinforcing the bank’s role as a key lender and capital markets provider in a large new funding cycle. The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
• Neutral Sentiment: JPMorgan Chase & Co. announced it will host its second-quarter 2026 earnings call on July 14, keeping investors focused on upcoming results but not changing fundamentals by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles noting that JPM has attracted investor attention and is trading near recent highs mainly reflect strong sentiment and momentum rather than new company-specific financial data. JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

JPMorgan Chase & Co. Trading Up 3.7%

Shares of NYSE:JPM opened at $331.13 on Wednesday. The company has a 50 day moving average of $307.51 and a 200-day moving average of $307.30. The firm has a market cap of $887.27 billion, a P/E ratio of 15.86, a P/E/G ratio of 1.56 and a beta of 1.00. JPMorgan Chase & Co. has a twelve month low of $267.80 and a twelve month high of $337.25. 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. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping 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 net margin of 20.66% and a return on equity of 17.54%. The business’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the business posted $5.07 EPS. As a group, analysts anticipate that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

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.