12,266 Shares in JPMorgan Chase & Co. $JPM Acquired by Left Brain Wealth Management LLC

Left Brain Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, Holdings Channel.com reports. The fund purchased 12,266 shares of the financial services provider’s stock, valued at approximately $3,952,000. JPMorgan Chase & Co. accounts for approximately 1.4% of Left Brain Wealth Management LLC’s investment portfolio, making the stock its 29th largest holding.

Several other large investors have also added to or reduced their stakes in the company. Legal & General Group Plc lifted its holdings in JPMorgan Chase & Co. by 3.3% during the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after purchasing an additional 607,025 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in JPMorgan Chase & Co. by 2.3% during the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after purchasing an additional 347,033 shares in the last quarter. Invesco Ltd. lifted its holdings in JPMorgan Chase & Co. by 2.3% during the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after purchasing an additional 322,735 shares in the last quarter. Boston Partners lifted its holdings in JPMorgan Chase & Co. by 2.3% during the third quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock valued at $2,360,045,000 after purchasing an additional 168,184 shares in the last quarter. Finally, California Public Employees Retirement System lifted its holdings in JPMorgan Chase & Co. by 19.6% during the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after purchasing an additional 1,082,913 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction that occurred on 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 sale, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. This trade represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 28,589 shares of company stock worth $8,747,496. 0.41% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have weighed in on JPM. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Argus lifted their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Finally, Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $339.08.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is accelerating its push into AI, with Dimon saying the bank will add more AI staff and rely less on traditional banker roles, which could boost productivity and lower operating costs over time. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: Executives said global investment banking and IPO activity remain solid, with stronger deal flow expected in Hong Kong and mainland China, especially in AI and healthcare. JPMorgan’s Foley Sees Strong IPO Growth in HK, China
• Positive Sentiment: JPMorgan launched its Chase digital retail bank in Germany, expanding its consumer footprint in Europe and opening another growth channel. JPMorgan Launches Its German Retail Bank, Aiming for ‘Top’ Rank
• Positive Sentiment: Financial stocks were broadly higher, providing a supportive sector backdrop for JPMorgan shares. Sector Update: Financial Stocks Higher Friday Afternoon
• Neutral Sentiment: Dimon also warned that interest rates could move much higher, which underscores a tougher macro environment even though JPMorgan may benefit from volatility in trading and markets. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Neutral Sentiment: JPMorgan Asset Management disclosed a new stake in Kitron ASA, which appears to be routine portfolio activity rather than a direct driver for JPM stock. JPMorgan Asset Management Takes Notifiable 5.6% Stake in Kitron ASA
• Negative Sentiment: One bearish analysis argued JPMorgan still faces valuation and “capital trap” concerns despite its AI strategy and scale. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)
• Negative Sentiment: JPMorgan is also trying to offload exposure tied to more than $4 billion in private-equity-linked loans, suggesting management is actively managing downside risk in a slower PE funding environment. JPMorgan looks to offload exposure to $4 billion in private equity-linked loans, FT reports

JPMorgan Chase & Co. Trading Up 0.0%

JPMorgan Chase & Co. stock opened at $306.49 on Monday. The stock has a market cap of $821.25 billion, a P/E ratio of 14.68, a PEG ratio of 1.49 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $256.00 and a 1 year high of $337.25. The firm’s 50 day moving average price is $300.85 and its 200-day moving average price is $307.12.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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 firm had revenue of $50.54 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 10.0% compared to the same quarter last year. During the same quarter last year, the business posted $5.07 earnings per share. On average, equities analysts predict that JPMorgan Chase & Co. will post 22.43 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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 given a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) 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.