Synergy Asset Management LLC Acquires 16,801 Shares of JPMorgan Chase & Co. $JPM

Synergy Asset Management LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 560.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,800 shares of the financial services provider’s stock after buying an additional 16,801 shares during the quarter. Synergy Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $6,380,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its position in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $35,000. Miller Global Investments LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $52,000. Finally, Collier Financial acquired a new stake in JPMorgan Chase & Co. in the third quarter valued at approximately $60,000. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Robert W. Baird upped their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Piper Sandler reiterated an “overweight” rating and issued a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a research report on Monday. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $337.83.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the “American Dream Initiative,” committing substantial, multi‑year investments and plans to lend roughly $80 billion to U.S. small businesses and hire 1,000 bankers — a growth & fee‑generation push that supports future revenue and community‑banking growth. Read More.
• Positive Sentiment: JPMorgan’s Kinexys blockchain network continues to scale: Mitsubishi Corporation is adopting the rails for cross‑border payments, supporting JPM’s digital‑assets strategy and fee opportunities as transaction volumes rise toward its $10B daily target. Read More.
• Positive Sentiment: JPMorgan was appointed as a lead banker on a planned $1B IPO for INOX Air Products in India — underwriting fees and ECM activity in Asia provide incremental revenue and highlight JPM’s global franchise. Read More.
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” stance on JPM with a $325 price target (down from $345), keeping institutional support but reflecting cautious near‑term assumptions. Read More.
• Neutral Sentiment: JPMorgan says IPO demand in Australia remains resilient despite market turmoil — a signal that equity capital markets activity could stay steady for the bank’s ECM pipeline. Read More.
• Negative Sentiment: Investors raised concerns over terms in JPMorgan’s role financing CD&R’s Sealed Air takeover (a $7.2B deal), with pushback on protections and demand — potential reputational and underwriting risk if execution problems continue. Read More.
• Negative Sentiment: A federal judge ruled JPMorgan must face Wells Fargo’s lawsuit tied to a troubled $481M commercial real‑estate loan, creating litigation risk and potential losses or legal costs. Read More.
• Negative Sentiment: Truist trimmed its price target on JPM (to $323 from $330) citing macro pressures — a modest analyst headwind that may cap near‑term upside. Read More.
• Negative Sentiment: Localized layoffs reported in New Jersey and investor unease around energy/geo‑political shocks add near‑term cost or sentiment risks for large banks, including JPM. Read More.

JPMorgan Chase & Co. Stock Up 0.3%

Shares of JPM opened at $283.64 on Tuesday. The stock’s 50-day moving average price is $299.49 and its two-hundred day moving average price is $307.54. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a market capitalization of $764.99 billion, a PE ratio of 14.18, a PEG ratio of 1.17 and a beta of 1.06. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the company earned $4.81 earnings per share. The firm’s revenue was up 7.1% compared to the same quarter last year. On average, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,029 shares of company stock valued at $22,195,693 over the last 90 days. 0.47% of the stock is owned by company insiders.

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.