Stephens Inc. AR Buys 9,279 Shares of JPMorgan Chase & Co. $JPM

Stephens Inc. AR increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 424,070 shares of the financial services provider’s stock after acquiring an additional 9,279 shares during the quarter. JPMorgan Chase & Co. makes up about 1.6% of Stephens Inc. AR’s portfolio, making the stock its 9th largest position. Stephens Inc. AR’s holdings in JPMorgan Chase & Co. were worth $125,064,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the 4th quarter valued at $27,000. MBM Wealth Consultants LLC purchased a new stake in JPMorgan Chase & Co. in the 1st quarter valued at $29,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $32,000. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth $35,000. Finally, Osbon Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $35,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Up 1.4%

NYSE:JPM opened at $335.20 on Friday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $343.45. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The firm’s 50 day moving average is $315.32 and its 200 day moving average is $309.60. The stock has a market capitalization of $898.17 billion, a PE ratio of 16.05, a price-to-earnings-growth ratio of 1.51 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same period in the prior year, the company earned $5.07 earnings per share. JPMorgan Chase & Co.’s revenue was up 10.0% compared to the same quarter last year. Sell-side analysts expect that JPMorgan Chase & Co. will post 22.82 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the sale, the chief financial officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% 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. In the last 90 days, insiders sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of recent analyst reports. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Truist Financial increased their price objective on shares of JPMorgan Chase & Co. from $332.00 to $344.00 and gave the company a “hold” rating in a research note on Friday, June 26th. Wells Fargo & Company lifted their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, Robert W. Baird set a $295.00 price target on JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $345.33.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is expanding its investment-banking reach with a new small-cap and mid-cap advisory push, which could open a fresh revenue stream from companies valued between $100 million and $500 million. JPMorgan to pursue smaller deals in latest growth push
• Positive Sentiment: Analysts remain constructive on JPM ahead of Q2 results, with Wall Street expecting solid earnings and revenue growth and some firms highlighting improving estimates and strong profitability. Unveiling JPMorgan Chase & Co. (JPM) Q2 Outlook: Wall Street Estimates for Key Metrics
• Positive Sentiment: JPMorgan is also being cited as a beneficiary of stronger capital returns, including a higher dividend and a large buyback authorization, which supports the stock’s appeal to income-focused investors. Why JPMorgan’s (JPM) Dividend Hike and $50 Billion Buyback Make It a Strong Capital-Return Tax Case
• Positive Sentiment: Several recent articles frame JPM as a high-quality bank stock heading into earnings, with support from strong profits, AI-related initiatives, and favorable sector trends. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
• Neutral Sentiment: JPMorgan’s positions in overseas companies such as Healius and Umicore fell below disclosure thresholds, but these updates appear to be routine portfolio changes rather than major catalysts for JPM shares. JPMorgan Group Drops Below Substantial Holder Threshold in Healius Umicore – Transparency notification by JP Morgan Chase & Co.
• Neutral Sentiment: Commentary around JPMorgan’s stablecoin views, its SambaNova AI partnership, and broader market chatter adds to the bullish narrative, but these items are still more thematic than immediate earnings drivers. Jamie Dimon Said the Clarity Act’s Stablecoin Rules Will “Blow Up” the System Intel-Backed SambaNova Raises $1Billion

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.