Clarity Financial LLC Buys 52,037 Shares of JPMorgan Chase & Co. $JPM

Clarity Financial LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 111.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 98,849 shares of the financial services provider’s stock after buying an additional 52,037 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.9% of Clarity Financial LLC’s holdings, making the stock its 10th biggest position. Clarity Financial LLC’s holdings in JPMorgan Chase & Co. were worth $31,851,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in the stock. Roxbury Financial LLC increased its stake in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after buying an additional 31 shares during the period. Collective Family Office LLC increased its stake in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after buying an additional 32 shares during the period. Rialto Wealth Management LLC increased its stake in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares during the period. Essential Planning LLC. grew its position in JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after acquiring an additional 33 shares in the last quarter. Finally, Granite Group Advisors LLC grew its position in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after acquiring an additional 34 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,908 shares of company stock worth $22,065,882. Insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

Several analysts have commented on the stock. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Evercore boosted their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. Finally, Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $336.16.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $312.89 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $248.83 and a fifty-two week high of $337.25. The firm has a fifty day moving average price of $299.19 and a two-hundred day moving average price of $307.03. The company has a market cap of $839.25 billion, a PE ratio of 14.99, a price-to-earnings-growth ratio of 1.53 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the prior year, the firm earned $5.07 EPS. The business’s revenue was up 10.0% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were paid a $1.50 dividend. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts’ Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says ‘Good Use Cases’ Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW’s Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A ‘Bond Crisis’ And Even Stagflation Could Be Coming

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.