Procyon Advisors LLC Has $19.36 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Procyon Advisors LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 60,092 shares of the financial services provider’s stock after purchasing an additional 9,370 shares during the quarter. JPMorgan Chase & Co. comprises about 0.3% of Procyon Advisors LLC’s holdings, making the stock its 24th biggest holding. Procyon Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $19,363,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in JPM. Magnus Financial Group LLC grew its holdings in JPMorgan Chase & Co. by 2.4% during the 4th quarter. Magnus Financial Group LLC now owns 57,198 shares of the financial services provider’s stock worth $18,430,000 after acquiring an additional 1,346 shares during the last quarter. Impact Capital Partners LLC increased its position in JPMorgan Chase & Co. by 1.4% in the 4th quarter. Impact Capital Partners LLC now owns 20,337 shares of the financial services provider’s stock valued at $6,553,000 after acquiring an additional 282 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. raised its stake in shares of JPMorgan Chase & Co. by 64.0% in the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 5,702 shares of the financial services provider’s stock worth $1,908,000 after acquiring an additional 2,225 shares during the last quarter. Everpar Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 2.7% in the fourth quarter. Everpar Advisors LLC now owns 33,866 shares of the financial services provider’s stock worth $10,912,000 after acquiring an additional 906 shares during the last quarter. Finally, Orgel Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 14.2% during the fourth quarter. Orgel Wealth Management LLC now owns 1,273 shares of the financial services provider’s stock worth $410,000 after purchasing an additional 158 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Truist Financial decreased their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Daiwa Securities Group boosted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Finally, Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is leading large financing deals for leveraged buyouts and syndications (boosting fee and loan revenue) — banks led by JPM kicked off an ~$8 billion junk‑bond sale to fund the EA buyout and increased the loan portion to about $5 billion. JPMorgan kicks off US$8 billion junk-bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded a credit commitment to Core Scientific with an extra $500M (bringing the facility to $1B), signalling further exposure to AI/data‑center and higher lending/fee opportunities. JPMorgan Adds $500M to Core Scientific Financing, Total Hits $1B
• Positive Sentiment: JPMorgan rolled out a client hedging solution aimed at AI‑related debt risk, demonstrating product innovation that can drive trading and advisory revenues. JPMorgan offers clients a new way to hedge AI debt risk
• Positive Sentiment: Regulatory relief could free up capital and boost lending capacity for big banks; analysts note proposed easing of capital rules could benefit JPMorgan’s franchise. The Zacks Analyst Blog Highlights JPMorgan
• Neutral Sentiment: CEO Jamie Dimon reiterated JPMorgan’s active AI deployment and warned about job displacement, underscoring the bank’s strategic focus but offering limited immediate financial impact. Jamie Dimon on AI Job Losses
• Neutral Sentiment: Industry research highlights tokenized deposits and on‑chain cash initiatives that include JPMorgan’s Kinexys effort — strategic positioning but longer‑term impact. Banks push tokenized deposits as onchain cash race intensifies
• Neutral Sentiment: Small institutional filings and analyst pieces (e.g., Zacks, MarketBeat/Fool previews) are circulating ahead of JPM’s April earnings, keeping attention on upcoming results rather than changing fundamentals today. JPMorgan Chase Surpasses Market Returns
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may weigh on investor sentiment and make clients more defensive ahead of macro prints and the bank’s earnings. JPMorgan just slashed 2026 stock market outlook again

JPMorgan Chase & Co. Stock Up 1.3%

Shares of NYSE:JPM opened at $290.16 on Tuesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The stock has a market cap of $782.56 billion, a price-to-earnings ratio of 14.50, a P/E/G ratio of 1.19 and a beta of 1.06. The company has a 50 day moving average of $301.64 and a 200-day moving average of $307.86. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 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 Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 over the last 90 days. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Company 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.