FinArc Investments Inc. Makes New Investment in JPMorgan Chase & Co. $JPM

FinArc Investments Inc. purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 1st quarter, HoldingsChannel reports. The firm purchased 11,027 shares of the financial services provider’s stock, valued at approximately $3,244,000. JPMorgan Chase & Co. accounts for about 3.1% of FinArc Investments Inc.’s holdings, making the stock its 9th biggest holding.

A number of other hedge funds have also modified their holdings of JPM. Fidelis Capital Partners LLC boosted its holdings in shares of JPMorgan Chase & Co. by 7.9% in the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after acquiring an additional 5,101 shares in the last quarter. Howard Capital Management Inc. raised its holdings in JPMorgan Chase & Co. by 18.2% during the fourth 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 in the last quarter. Newbridge Financial Services Group Inc. raised its holdings in JPMorgan Chase & Co. by 51.7% during the fourth 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 in the last quarter. Brighton Jones LLC lifted its position in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the period. Finally, KTF Investments LLC bought a new position in JPMorgan Chase & Co. during the 4th quarter valued at $6,449,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Evercore reaffirmed an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Piper Sandler lifted their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Citigroup boosted their price target on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research report on Monday, July 20th. Finally, Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average target price of $358.67.

Insider Activity

In other news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction 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 transaction, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction 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 transaction, the chief operating officer directly owned 85,082 shares in the company, valued at $26,326,072.44. The trade was 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 quarter, insiders have sold 18,876 shares of company stock worth $5,907,051. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Up 1.7%

Shares of NYSE:JPM opened at $350.57 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. The company has a market cap of $939.36 billion, a PE ratio of 15.02, a price-to-earnings-growth ratio of 1.42 and a beta of 0.99. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $359.30. The firm has a 50 day simple moving average of $327.90 and a 200 day simple moving average of $311.59.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same period in the previous year, the company posted $4.96 EPS. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. As a group, research analysts expect that JPMorgan Chase & Co. will post 24.27 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Higher earnings estimates: Erste Group raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76 and its FY2027 estimate to $24.86 from $24.00. The revisions are above the current consensus estimate of $23.97 for the year. Erste Group raises JPMorgan earnings estimates
• Positive Sentiment: Capital-return outlook remains attractive: JPMorgan plans a 10% dividend increase and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. These measures can enhance per-share earnings and make the stock more appealing to income-focused investors. JPMorgan capital position and shareholder returns
• Positive Sentiment: Strong fundamentals and sector rotation: JPMorgan’s recent quarter produced $6.14 in EPS and approximately $58 billion in revenue, beating expectations by wide margins. Financial stocks have since outperformed as investors moved toward relatively cheaper, defensive companies and banks benefited from investment-banking and AI-financing activity. JPMorgan second-quarter strength
• Neutral Sentiment: JPMorgan Private Bank’s record 10 awards in Asia-Pacific reinforce the firm’s brand and wealth-management franchise, but the recognition is unlikely to materially affect near-term valuation. J.P. Morgan Private Bank awards
• Negative Sentiment: CEO Jamie Dimon’s warnings that markets may be underpricing economic and geopolitical risks could temper enthusiasm and increase volatility. Separately, JPMorgan economists moved their forecast for the next Federal Reserve rate hike to December, citing persistent inflation; higher rates may support interest income but could pressure economic growth and credit quality. Jamie Dimon market warning

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.