Fort Washington Investment Advisors Inc. OH boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 315,309 shares of the financial services provider’s stock after buying an additional 9,540 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in JPMorgan Chase & Co. were worth $92,751,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of JPM. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $27,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. during the first quarter worth about $29,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $32,000. Osbon Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
JPM has been the topic of a number of recent analyst reports. Morgan Stanley upped their price objective on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a report on Monday. HSBC raised their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Piper Sandler boosted their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Finally, UBS Group cut their price target on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Hold” and a consensus target price of $340.88.
Insider Transactions at JPMorgan Chase & Co.
In related news, COO Jennifer Piepszak sold 9,136 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the company’s stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at $10,870,263. This trade represents a 13.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 worth $10,427,835 in the last three months. Company insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Stock Down 0.8%
JPMorgan Chase & Co. stock opened at $326.91 on Wednesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $875.96 billion, a price-to-earnings ratio of 15.66, a price-to-earnings-growth ratio of 1.51 and a beta of 1.00. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $343.45. The stock’s fifty day moving average is $312.17 and its two-hundred day moving average is $308.70.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the firm posted $5.07 EPS. The company’s quarterly revenue was up 10.0% compared to the same quarter last year. Analysts predict that JPMorgan Chase & Co. will post 22.72 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.
Key JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan announced a $50 billion share buyback and a 10% dividend increase after passing the Federal Reserve’s 2026 stress test, reinforcing the bank’s strong capital position and shareholder-return story. America’s Biggest Banks Passed Their Stress Tests. Now They’re Showering Investors With Cash.
- Positive Sentiment: Several research notes highlighted JPMorgan’s earnings and price momentum, and Zacks upgraded the stock to Buy, signaling optimism about profit trends and near-term upside. JPMorgan Chase & Co. (JPM) Upgraded to Buy: Here’s Why
- Positive Sentiment: Analysts and media coverage also pointed to JPMorgan’s AI leadership and strong strategic positioning, which may support longer-term growth expectations. What a global ranking of banks on AI prowess says about the tech’s ‘flywheel’ effect
- Neutral Sentiment: Reports that JPMorgan is backing the crypto CLARITY Act only with “durable safeguards” suggest it remains engaged in the policy debate, but the stance is more about risk management than a clear earnings catalyst. JPMorgan Says Crypto Regulatory Clarity Matters Only If ‘Paired With Durable Safeguards,’ Flags Stablecoin Yield Risks
- Neutral Sentiment: Coverage of JPMorgan’s succession planning and leadership reshuffle keeps the long-term transition to the post-Dimon era in focus, but it is not an immediate fundamental change. Focus: As JPMorgan succession takes shape, insiders say this time it is for real
- Negative Sentiment: JPMorgan’s name also surfaced in a few cautionary headlines, including a dispute over a wrongful-termination verdict and commentary on potential stablecoin and shadow-banking risks, which may be adding some noise around the stock. JPMorgan Pushes for Reform Following $4 Million Deli Meat Verdict
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.
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