Coquina Private Wealth LLC Purchases Shares of 6,842 JPMorgan Chase & Co. $JPM

Coquina Private Wealth LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 6,842 shares of the financial services provider’s stock, valued at approximately $2,205,000. JPMorgan Chase & Co. accounts for approximately 1.8% of Coquina Private Wealth LLC’s investment portfolio, making the stock its 13th largest position.

Several other hedge funds have also bought and sold shares of JPM. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth about $32,000. Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth about $35,000. Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $52,000. Collier Financial bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth about $60,000. Finally, Nvest Wealth Strategies Inc. bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $62,000. Institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 5,611 shares of the 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 completion of the transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at approximately $10,870,263. This represents a 13.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the transaction, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 79,849 shares of company stock valued at $24,522,956 in the last 90 days. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $315.02 on Thursday. The stock has a 50 day moving average of $299.51 and a 200 day moving average of $307.19. JPMorgan Chase & Co. has a 12 month low of $248.83 and a 12 month high of $337.25. The firm has a market cap of $844.09 billion, a PE ratio of 15.09, a PEG ratio of 1.51 and a beta of 1.03. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same period in the prior year, the company earned $5.07 earnings per share. The firm’s revenue was up 10.0% on a year-over-year basis. On average, research analysts expect that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Blockchain pilot: JPMorgan’s Kinexys unit, working with Ripple, Ondo Finance and Mastercard, completed a near‑real‑time cross‑border settlement of tokenized U.S. Treasuries — a tangible step toward fee‑generating tokenization services and payments interoperability that lifted the stock. Ondo, JPMorgan Settle Tokenized Treasuries on XRP Ledger
• Positive Sentiment: Analyst/bench support: Barclays and RBC reaffirmed bullish views (Barclays kept a Buy) and HSBC adjusted its price target upward — analyst backing helps underpin investor confidence. Barclays keeps Buy on JPMorgan
• Positive Sentiment: Strategic growth moves: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries and is rolling out product upgrades to attract Gen‑Z/new‑to‑bank customers — both expand low‑cost deposit gathering and fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle Chase Revamps Products to Win Gen Z Deposits
• Neutral Sentiment: Macro/market context: Financial stocks were broadly higher today, giving JPMorgan a sector tailwind that can amplify positive company‑specific news. Sector Update: Financial Stocks Higher
• Neutral Sentiment: CEO commentary: Jamie Dimon said he’s unsure how consumer AI will play out — a cautious stance that signals management is monitoring tech risks/opportunities but implies no immediate strategic shift. Jamie Dimon on consumer AI
• Negative Sentiment: Reputational/legal risk: The New York Times reports JPMorgan offered roughly $1M to settle harassment accusations involving an executive before a former employee filed suit — this could prompt investor concern about governance, litigation exposure and headline risk. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed sales totaling ~8,000 shares under Rule 10b5‑1 plans; routine but often read unfavorably by some investors as executives lock in gains. Piepszak SEC filing Barnum SEC filing

Analyst Ratings Changes

JPM has been the subject of a number of recent analyst reports. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $337.12.

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.