EverSource Wealth Advisors LLC Acquires 14,771 Shares of JPMorgan Chase & Co. $JPM

EverSource Wealth Advisors LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 41.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 50,412 shares of the financial services provider’s stock after acquiring an additional 14,771 shares during the period. EverSource Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,830,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Fidelis Capital Partners LLC lifted its stake in JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after purchasing an additional 5,101 shares in the last quarter. Howard Capital Management Inc. boosted its stake 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 valued at $8,308,000 after buying an additional 3,976 shares during the last quarter. Newbridge Financial Services Group Inc. increased its stake 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 acquiring an additional 3,027 shares during the last quarter. Brighton Jones LLC raised its holdings in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Finally, KTF Investments LLC bought a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at approximately $6,449,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 3.3%

Shares of JPM opened at $345.49 on Thursday. The company has a market cap of $925.74 billion, a PE ratio of 14.80, a P/E/G ratio of 1.49 and a beta of 0.99. The business has a fifty day moving average of $326.95 and a 200 day moving average of $311.44. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $359.30. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.

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, beating analysts’ consensus estimates 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 business had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the previous year, the business posted $4.96 earnings per share. The business’s revenue was up 27.7% compared to the same quarter last year. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 23.97 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be 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 is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Large capital-return program supports the stock. JPMorgan plans to increase its dividend by 10% and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. JPMorgan’s Robust Capital Position Fuels Higher Shareholder Returns
• Positive Sentiment: Analyst earnings expectations moved higher. Erste Group raised its FY2027 EPS forecast for JPMorgan to $24.86 from $24.00, above the current full-year consensus estimate of $23.97. The upgrade follows JPMorgan’s strong quarterly results, including $6.14 in EPS and $58.02 billion in revenue. JPMorgan EPS Estimate Increase
• Neutral Sentiment: Recent gains were interrupted. Reports noted that JPMorgan ended a six-session winning streak, suggesting some profit-taking after the stock approached its one-year high. This appears to reflect near-term positioning rather than a deterioration in the bank’s operating results. JPMorgan Snaps Six Straight Sessions of Gains
• Negative Sentiment: Dimon’s caution is weighing on sentiment. The CEO said he would not currently buy U.S. stocks or long-duration Treasurys because markets may be underpricing geopolitical and economic risks. His warning reinforces concerns that investors have become too comfortable despite elevated valuations. Jamie Dimon Says Market Risks Are Bigger Than Other People Think
• Negative Sentiment: AI-financing risks are pressuring bank stocks. JPMorgan and other major banks have funded the rapid AI infrastructure buildout, raising concerns about potential credit losses or weaker returns if AI-related valuations and investment plans falter. Worries About AI Drag Bank Stocks Lower

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the transaction, the chief financial officer owned 32,438 shares in the company, valued at $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the company’s 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 transaction, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. This represents a 10.54% 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 ninety days, insiders have sold 18,876 shares of company stock worth $5,907,051. Insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on JPM shares. Barclays raised their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Weiss Ratings lowered shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research report on Tuesday, July 21st. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Wells Fargo & Company upped their target price on shares of JPMorgan Chase & Co. from $360.00 to $375.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. 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 research 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.com, the company has an average rating of “Moderate Buy” and a consensus price target of $358.67.

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.