JPMorgan Chase & Co. $JPM Stock Position Lifted by Vise Technologies Inc.

Vise Technologies Inc. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 66.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 132,017 shares of the financial services provider’s stock after purchasing an additional 52,479 shares during the period. JPMorgan Chase & Co. comprises approximately 1.3% of Vise Technologies Inc.’s holdings, making the stock its 19th largest position. Vise Technologies Inc.’s holdings in JPMorgan Chase & Co. were worth $42,538,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JPM. Fidelis Capital Partners LLC raised its stake in JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares during the last quarter. Howard Capital Management Inc. grew its position in JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after purchasing an additional 3,976 shares during the last quarter. Andra AP fonden grew its position in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. grew its position in JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after purchasing an additional 3,027 shares during the last quarter. Finally, Banco Santander S.A. raised its position in shares of JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after buying an additional 37,550 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Daiwa Securities Group cut their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Argus upped their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Finally, Autonomous Res decreased their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $339.08.

JPMorgan Chase & Co. Trading Down 0.9%

Shares of JPM stock opened at $309.78 on Thursday. JPMorgan Chase & Co. has a 52-week low of $262.71 and a 52-week high of $337.25. The stock has a market cap of $830.05 billion, a price-to-earnings ratio of 14.84, a P/E/G ratio of 1.53 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a fifty day moving average of $305.39 and a 200-day moving average of $306.75.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter in the prior year, the company posted $5.07 EPS. The business’s revenue was up 10.0% on a year-over-year basis. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is expanding its business and wealth-management footprint, including deploying more capital in the Gulf and reportedly doubling its private bankers in Singapore, which supports long-term fee and client growth. JP Morgan deploys $20bn in Gulf and says postwar rebuild may cost hundreds of billions
• Positive Sentiment: The bank continues to get credit for innovation, with coverage noting it plans to roll out more autonomous AI agents across operations in 2026, which could improve efficiency and reduce costs over time. JPMorgan Chase plans to deploy more powerful AI agents this year
• Positive Sentiment: JPMorgan also won dismissal of a lawsuit tied to the Tricolor subprime auto lender, removing one litigation overhang and signaling some legal relief for the bank. JPMorgan, Barclays, Fifth Third defeat lawsuit over missed ‘red flags’ at Tricolor
• Neutral Sentiment: Recent commentary suggests U.S. consumers are still spending, but inflation is eroding some household cushion; that keeps the outlook for credit quality and loan growth mixed. US consumers are still spending, but JPMorgan says the cushion against higher prices is thinning
• Negative Sentiment: The DOJ debanking investigation is the main headline driving caution, since it could lead to fines, compliance costs, and tighter scrutiny of JPMorgan’s account-closure practices. US Justice Department subpoenas major banks over alleged ‘debanking’, WSJ reports

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction 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 completion of the transaction, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. This represents a 9.22% decrease in their position. 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 90 days, insiders have sold 28,589 shares of company stock worth $8,747,496. Corporate insiders own 0.41% of the company’s stock.

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.