JPMorgan Chase & Co. $JPM Shares Bought by GM Advisory Group LLC

GM Advisory Group LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 14.8% during the first quarter, HoldingsChannel reports. The firm owned 39,273 shares of the financial services provider’s stock after buying an additional 5,062 shares during the period. GM Advisory Group LLC’s holdings in JPMorgan Chase & Co. were worth $11,552,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $27,000. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. in the 1st quarter worth $29,000. Caitong International Asset Management Co. Ltd purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $32,000. Osbon Capital Management LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at about $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $335.20 on Friday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. The company has a market cap of $898.17 billion, a price-to-earnings ratio of 16.05, a price-to-earnings-growth ratio of 1.51 and a beta of 0.99. 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 $315.32 and a 200-day moving average of $309.60.

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 for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The business 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 company earned $5.07 EPS. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 22.82 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the sale, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their position. 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. In the last 90 days, insiders sold 33,623 shares of company stock worth $10,427,835. Insiders own 0.41% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is expanding its investment-banking reach with a new small-cap and mid-cap advisory push, which could open a fresh revenue stream from companies valued between $100 million and $500 million. JPMorgan to pursue smaller deals in latest growth push
• Positive Sentiment: Analysts remain constructive on JPM ahead of Q2 results, with Wall Street expecting solid earnings and revenue growth and some firms highlighting improving estimates and strong profitability. Unveiling JPMorgan Chase & Co. (JPM) Q2 Outlook: Wall Street Estimates for Key Metrics
• Positive Sentiment: JPMorgan is also being cited as a beneficiary of stronger capital returns, including a higher dividend and a large buyback authorization, which supports the stock’s appeal to income-focused investors. Why JPMorgan’s (JPM) Dividend Hike and $50 Billion Buyback Make It a Strong Capital-Return Tax Case
• Positive Sentiment: Several recent articles frame JPM as a high-quality bank stock heading into earnings, with support from strong profits, AI-related initiatives, and favorable sector trends. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
• Neutral Sentiment: JPMorgan’s positions in overseas companies such as Healius and Umicore fell below disclosure thresholds, but these updates appear to be routine portfolio changes rather than major catalysts for JPM shares. JPMorgan Group Drops Below Substantial Holder Threshold in Healius Umicore – Transparency notification by JP Morgan Chase & Co.
• Neutral Sentiment: Commentary around JPMorgan’s stablecoin views, its SambaNova AI partnership, and broader market chatter adds to the bullish narrative, but these items are still more thematic than immediate earnings drivers. Jamie Dimon Said the Clarity Act’s Stablecoin Rules Will “Blow Up” the System Intel-Backed SambaNova Raises $1Billion

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Autonomous Res dropped their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Morgan Stanley increased their price target on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the company an “equal weight” rating in a report on Monday, June 29th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Finally, The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $345.33.

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.