Madison Asset Management LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 137,868 shares of the financial services provider’s stock after acquiring an additional 5,285 shares during the quarter. Madison Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $44,424,000 at the end of the most recent quarter.
Several other large investors have also bought and sold shares of the business. Roxbury Financial LLC lifted its holdings in JPMorgan Chase & Co. by 0.4% in the fourth 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 fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after purchasing an additional 32 shares in the last quarter. Rialto Wealth Management LLC increased its stake in JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares in the last quarter. Essential Planning LLC. increased its stake 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 valued at $451,000 after purchasing an additional 33 shares in the last quarter. Finally, Tevis Investment Management increased its stake in JPMorgan Chase & Co. by 0.8% in the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after purchasing an additional 34 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several equities research analysts have commented on the stock. Royal Bank Of Canada reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Evercore upped their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a research note on Friday, April 17th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Autonomous Res lowered their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Finally, UBS Group lowered their target price on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a research note on Wednesday, May 6th. 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, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $339.08.
Insider Activity at JPMorgan Chase & Co.
In other news, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This represents a 5.47% decrease in their position. 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. Insiders sold 28,589 shares of company stock worth $8,747,496 over the last three months. 0.41% of the stock is currently owned by insiders.
Key Stories Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: CEO Jamie Dimon said JPMorgan will hire more AI specialists and fewer traditional bankers, signaling a push for efficiency and productivity gains without mass layoffs. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
- Positive Sentiment: JPMorgan rolled out AI tools across its global investment banking business, reinforcing the idea that technology investments could improve margins and competitiveness. JPMorgan rolls out AI tools in investment banking globally, senior banker says
- Positive Sentiment: JPMorgan opened its Chase digital retail bank in Germany, expanding its consumer banking footprint and creating a new long-term growth avenue in Europe. JPMorgan’s digital retail bank in Germany open for business
- Positive Sentiment: JPMorgan shareholders backed the board, pay, and governance plan at the annual meeting, reducing governance uncertainty. JPMorgan Shareholders Back Board, Pay, and Governance Approach
- Neutral Sentiment: Management also warned that interest rates could go materially higher, which is a macro risk for markets even though it may support JPMorgan’s trading activity. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
- Negative Sentiment: One recent commentary took a bearish view on valuation, arguing JPMorgan faces “capital traps” despite its scale and AI initiatives. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)
JPMorgan Chase & Co. Stock Up 0.4%
Shares of JPM stock opened at $303.13 on Friday. The firm has a fifty day moving average of $300.47 and a 200-day moving average of $307.14. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12-month low of $256.00 and a 12-month high of $337.25. The company has a market capitalization of $812.24 billion, a price-to-earnings ratio of 14.52, a P/E/G ratio of 1.47 and a beta of 1.03.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 earnings per share. The firm’s revenue was up 10.0% compared to the same quarter last year. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 22.43 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.
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.
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