Buckhead Capital Management LLC Has $5.05 Million Holdings in JPMorgan Chase & Co. $JPM

Buckhead Capital Management LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 15,665 shares of the financial services provider’s stock after selling 1,805 shares during the quarter. JPMorgan Chase & Co. accounts for 1.8% of Buckhead Capital Management LLC’s investment portfolio, making the stock its 11th biggest holding. Buckhead Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $5,048,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Howard Capital Management Inc. grew its holdings 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 worth $8,308,000 after buying an additional 3,976 shares in the last quarter. Andra AP fonden grew its holdings in JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after buying an additional 3,300 shares in the last quarter. Newbridge Financial Services Group Inc. grew its holdings in JPMorgan Chase & Co. by 51.7% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after buying an additional 3,027 shares in the last quarter. Banco Santander S.A. grew its holdings in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after buying an additional 37,550 shares in the last quarter. Finally, Brighton Jones LLC grew its holdings in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s Q2 2026 fee income is expected to rise, with markets revenue likely up 11% and investment banking fees up 10%, driven by volatility and stronger deal-making. JPMorgan’s Bullish Q2 Outlook Highlights Fee Income Potential
• Positive Sentiment: JPMorgan was highlighted in analyst and industry roundups as a preferred large-cap financial stock, reinforcing investor confidence in its earnings durability and valuation. The Zacks Analyst Blog Highlights JPMorgan Chase, GE Aerospace, Western Digital, Syntec Optics and Investors Title
• Positive Sentiment: Several market commentaries argued JPMorgan should hold up well even if the Fed hikes again, since higher rates can benefit the bank’s deposit franchise and net interest income. If the Fed Hikes Again, These 3 Financial Stocks Should Still Hold Up

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. HSBC upped their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a report on Monday, May 4th. Truist Financial upped their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Finally, Jefferies Financial Group restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $339.08.

JPMorgan Chase & Co. Stock Down 0.8%

Shares of NYSE JPM opened at $296.84 on Tuesday. JPMorgan Chase & Co. has a one year low of $260.31 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The business’s fifty day moving average price is $302.65 and its 200-day moving average price is $306.58. The stock has a market capitalization of $795.38 billion, a PE ratio of 14.22, a P/E/G ratio of 1.46 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 EPS. The business’s revenue for the quarter was up 10.0% compared to the same quarter last year. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared 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. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Insider Transactions at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the transaction, the chief operating officer owned 90,001 shares of the company’s stock, valued at $27,590,706.56. This represents a 9.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 28,589 shares of company stock worth $8,747,496 over the last quarter. 0.41% of the stock is currently owned by corporate insiders.

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.