Advisortrust Partners LLC Has $8.27 Million Stake in JPMorgan Chase & Co. $JPM

Advisortrust Partners LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 10.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 28,104 shares of the financial services provider’s stock after purchasing an additional 2,563 shares during the period. JPMorgan Chase & Co. accounts for approximately 3.4% of Advisortrust Partners LLC’s holdings, making the stock its 9th biggest holding. Advisortrust Partners LLC’s holdings in JPMorgan Chase & Co. were worth $8,267,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of JPM. Assetmark Inc. lifted its position in shares of JPMorgan Chase & Co. by 2.6% during the 1st quarter. Assetmark Inc. now owns 822,403 shares of the financial services provider’s stock valued at $241,918,000 after acquiring an additional 21,107 shares during the last quarter. PeakShares LLC lifted its stake in JPMorgan Chase & Co. by 14.0% in the 1st quarter. PeakShares LLC now owns 3,721 shares of the financial services provider’s stock worth $1,095,000 after acquiring an additional 457 shares in the last quarter. Gould Asset Management LLC CA lifted its stake in JPMorgan Chase & Co. by 2.2% in the 1st quarter. Gould Asset Management LLC CA now owns 5,901 shares of the financial services provider’s stock worth $1,736,000 after acquiring an additional 125 shares in the last quarter. Angeles Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 5.2% during the 1st quarter. Angeles Wealth Management LLC now owns 35,718 shares of the financial services provider’s stock worth $10,507,000 after acquiring an additional 1,778 shares during the period. Finally, Brown Shipley& Co Ltd boosted its position in JPMorgan Chase & Co. by 0.8% during the 1st quarter. Brown Shipley& Co Ltd now owns 31,077 shares of the financial services provider’s stock worth $9,142,000 after acquiring an additional 258 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Key JPMorgan Chase & Co. News

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. Trading Up 1.7%

Shares of JPM opened at $344.74 on Wednesday. The firm has a market capitalization of $923.73 billion, a price-to-earnings ratio of 14.77, a P/E/G ratio of 1.51 and a beta of 0.99. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock’s 50-day moving average price is $320.69 and its 200 day moving average price is $310.48. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $351.24.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter last year, the company earned $4.96 earnings per share. As a group, research analysts predict that JPMorgan Chase & Co. will post 23.38 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued 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 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on JPM shares. Wells Fargo & Company boosted 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. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Morgan Stanley reissued a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Finally, Barclays raised their target price on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $356.38.

Insider Activity

In related news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 18,876 shares of company stock worth $5,907,051. Corporate insiders own 0.41% of the company’s stock.

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.