JPMorgan Chase & Co. $JPM Shares Bought by Brady Martz Wealth Solutions LLC

Brady Martz Wealth Solutions LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 12,026 shares of the financial services provider’s stock after purchasing an additional 1,901 shares during the period. Brady Martz Wealth Solutions LLC’s holdings in JPMorgan Chase & Co. were worth $3,537,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. Roxbury Financial LLC boosted its holdings in JPMorgan Chase & Co. by 0.4% during the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after buying an additional 31 shares in the last quarter. Collective Family Office LLC grew its position in JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares during the last quarter. Rialto Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares in the last quarter. Essential Planning LLC. increased its holdings in shares of JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after buying an additional 33 shares in the last quarter. Finally, Tevis Investment Management lifted its position in shares of JPMorgan Chase & Co. by 0.8% during the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after acquiring an additional 34 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: Morningstar said JPMorgan is becoming increasingly attractive at current levels and described it as one of the highest-quality financial stocks to own, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: JPMorgan-related commentary highlighted the company’s growing use of agentic AI in banking operations, suggesting potential efficiency gains and long-term margin support from automation. Article Title
• Positive Sentiment: Recent background earnings remain strong, with JPMorgan having recently beaten consensus on both EPS and revenue, which continues to underpin investor confidence in the stock.
• Neutral Sentiment: The company’s general counsel sold 5,467 shares under a pre-arranged trading plan; while insider sales can weigh on sentiment, the planned nature of the transaction reduces the likelihood that it signals a negative fundamental change. Article Title
• Neutral Sentiment: Several articles referenced JPMorgan research or executives discussing broader market themes, including institutional rebalancing and rate policy, but these were more market commentary than direct company-specific catalysts.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction dated 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 transaction, the chief financial officer owned 35,460 shares of the company’s stock, valued at $10,870,263. The trade was a 13.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the transaction, the chief operating officer directly owned 90,001 shares in the company, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 33,623 shares of company stock valued at $10,427,835. Company insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of several research reports. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. 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 report on Tuesday, April 7th. Evercore lifted their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus target price of $339.08.

JPMorgan Chase & Co. Trading Up 2.2%

NYSE JPM opened at $332.42 on Tuesday. JPMorgan Chase & Co. has a twelve month low of $272.11 and a twelve month high of $338.09. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a market cap of $890.73 billion, a price-to-earnings ratio of 15.92, a PEG ratio of 1.51 and a beta of 1.00. The firm’s 50 day moving average price is $309.61 and its two-hundred day moving average price is $307.85.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company’s revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the business earned $5.07 EPS. Equities analysts anticipate that JPMorgan Chase & Co. will post 22.44 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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