Odyssey Capital Advisors Inc. Makes New Investment in JPMorgan Chase & Co. $JPM

Posted by Alanna Baker on May 27th, 2026

Odyssey Capital Advisors Inc. purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,665 shares of the financial services provider’s stock, valued at approximately $859,000.

A number of other large investors have also bought and sold shares of JPM. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Merrithew & Thorsten Inc purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $40,000. WHI TRUST Co LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $45,000. Cresta Advisors Ltd. purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $48,000. Finally, Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $52,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $306.81 on Wednesday. The firm has a market cap of $822.10 billion, a P/E ratio of 14.69, a P/E/G ratio of 1.49 and a beta of 1.03. JPMorgan Chase & Co. has a fifty-two week low of $260.31 and a fifty-two week high of $337.25. The business’s 50 day moving average price is $301.79 and its 200-day moving average price is $307.06. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86.

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 for the quarter, topping 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 firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same period last year, the company earned $5.07 EPS. The business’s quarterly revenue was up 10.0% compared to the same quarter last year. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 22.43 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors 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 payout ratio is currently 28.74%.

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value 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 represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 28,589 shares of company stock valued at $8,747,496. Company insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Daiwa Securities Group cut their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Finally, Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $339.08.

View Our Latest Analysis on JPM

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory hurdle and easing concerns about capital/planning scrutiny. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
Positive Sentiment: JPMorgan is expanding its AI use in investment banking, signaling a push toward automation and tech-enabled productivity that could improve efficiency over time. JPMorgan Expands AI Push as Banking Jobs Enter Transition Phase
Positive Sentiment: JPMorgan strategists said markets may be overpricing the risk of interest-rate hikes, a view that supports defensive stock leadership and suggests room for selective equity gains. JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
Neutral Sentiment: JPMorgan continues to highlight low-volatility and income-focused ETF products, which may support asset-management flows, but these items are not a direct driver of the bank’s core earnings outlook. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
Neutral Sentiment: Separately, JPMorgan warned that rising oil prices and geopolitical stress could hurt growth and end the U.S. “Goldilocks” backdrop, which is a macro risk for banks and the broader market. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
Negative Sentiment: JPMorgan’s warning that the Iran conflict and higher energy costs could trigger a negative growth shock raises recession risk, which could weigh on loan demand and credit quality if conditions worsen. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy

About JPMorgan Chase & Co.

(Free Report)

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.