JPMorgan Chase & Co. $JPM Shares Purchased by Charles Schwab Trust Co

Charles Schwab Trust Co boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 8.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,921 shares of the financial services provider’s stock after buying an additional 2,689 shares during the period. Charles Schwab Trust Co’s holdings in JPMorgan Chase & Co. were worth $10,776,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of JPM. Sterling Group Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock worth $1,183,000 after acquiring an additional 33 shares during the last quarter. Vestia Personal Wealth Advisors increased its holdings in JPMorgan Chase & Co. by 2.7% in the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after purchasing an additional 34 shares during the last quarter. South Street Advisors LLC raised its position in JPMorgan Chase & Co. by 0.4% in the fourth quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock valued at $3,036,000 after purchasing an additional 34 shares during the period. Continental Investors Services Inc. raised its position in JPMorgan Chase & Co. by 4.9% in the fourth quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider’s stock valued at $225,000 after purchasing an additional 34 shares during the period. Finally, Beacon Financial Advisory LLC lifted its stake in JPMorgan Chase & Co. by 0.3% during the first quarter. Beacon Financial Advisory LLC now owns 11,598 shares of the financial services provider’s stock worth $3,412,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $358.93 on Tuesday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $363.00. The company has a market cap of $961.76 billion, a PE ratio of 15.38, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The business has a 50-day simple moving average of $335.57 and a 200-day simple moving average of $313.80.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is 25.71%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Citigroup lifted their price objective on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday, July 20th. Piper Sandler increased their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a report on Wednesday, July 22nd. Morgan Stanley reaffirmed a “positive” rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Finally, Keefe, Bruyette & Woods boosted their price target on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $359.33.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Blockchain platform wins first approved client mandate: JPMorgan is providing its Kinexys multichain tokenization infrastructure for Schroders’ tokenized U.S. dollar money-market fund share class. The move represents a transition from internal testing to regulated client deployment and could strengthen JPM’s position in digital-asset infrastructure and fund administration. JPMorgan Chase Wins First Approved Tokenised Money Market Fund Mandate
• Positive Sentiment: Payments partnership expands merchant reach: JPMorgan Payments is integrating Klarna’s flexible checkout options into its Commerce Platform, allowing merchants to add the service without significant technical work. The arrangement could increase payment volumes and reinforce JPM’s role in embedded payments. Klarna Group Following J.P. Morgan Payments Tie Up
• Positive Sentiment: Favorable market outlook and analyst support: JPMorgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing resilient earnings and AI-related growth. JPM was also added to Zacks’ Strong Buy and best-income-stock lists, supporting the investment case for its earnings, dividend and capital-return profile. Wall Street’s Biggest Bank Raised Its Market Outlook
• Positive Sentiment: Fee opportunities remain strong: JPMorgan is leading a $441 million debt financing for AI infrastructure company Global, while the bank expects technology bond issuance to exceed $500 billion in 2026. This points to continued investment-banking and financing demand tied to AI infrastructure.
• Neutral Sentiment: Portfolio activity: JPMorgan disclosed a notifiable 5% stake in Hexagon Composites, though the investment is not expected to materially affect JPM’s near-term earnings.
• Negative Sentiment: Dimon flags market vulnerabilities: The CEO warned that record margin debt and hidden leverage could amplify forced selling during a market decline. He also cautioned that a loss of U.S. economic leadership could eventually undermine the dollar’s reserve-currency status, highlighting longer-term volatility and macroeconomic risks.

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.