Beacon Harbor Wealth Advisors Inc. Invests $7.50 Million in JPMorgan Chase & Co. $JPM

Beacon Harbor Wealth Advisors Inc. purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the first quarter, Holdings Channel.com reports. The institutional investor purchased 25,495 shares of the financial services provider’s stock, valued at approximately $7,500,000.

Several other hedge funds have also recently added to or reduced their stakes in JPM. Brighton Jones LLC raised its position in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its stake in shares of JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares in the last quarter. Ignite Planners LLC boosted its position in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares during the last quarter. Jump Financial LLC acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $1,475,000. Finally, Betterment LLC grew its stake in JPMorgan Chase & Co. by 27.5% during the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after acquiring an additional 425 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction that occurred 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 transaction, the chief financial officer owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,876 shares of company stock worth $5,907,051 over the last three months. Insiders own 0.41% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan posted record Q2 results, with EPS and revenue both beating estimates by a wide margin as trading and investment banking surged, reinforcing the bullish case for the stock. JPMorganChase Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Analysts raised price targets after the earnings beat, suggesting Wall Street sees more upside if JPMorgan continues generating above-average profitability. These Analysts Raise Their Forecasts On JPMorgan Following Better-Than-Expected Q2 Earnings
• Positive Sentiment: The company raised its 2026 net interest income outlook, signaling that core lending earnings may stay strong even after the headline earnings beat. JPMorgan Chase, Stock Of The Day, Rises In Buy Zone: Next AI Winner?
• Positive Sentiment: Momentum around the stock has also been boosted by talk that JPMorgan is approaching a $1 trillion market value, a major milestone that reflects investor confidence in its earnings power and leadership. Dimon-led JPMorgan poised to become world’s first $1 trillion bank

Wall Street Analysts Forecast Growth

A number of analysts have commented on JPM shares. HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Weiss Ratings upgraded JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, July 6th. Jefferies Financial Group set a $350.00 target price on JPMorgan Chase & Co. in a research note on Tuesday. Royal Bank Of Canada boosted their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, UBS Group upped their price objective on shares of JPMorgan Chase & Co. from $375.00 to $384.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Fifteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $354.42.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $346.77 on Thursday. The firm has a market cap of $929.17 billion, a PE ratio of 14.86, a price-to-earnings-growth ratio of 1.56 and a beta of 0.99. 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. has a 52 week low of $279.10 and a 52 week high of $351.24. The business’s fifty day simple moving average is $317.58 and its 200-day simple moving average is $309.98.

JPMorgan Chase & Co. (NYSE:JPM) 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 analysts’ consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s quarterly revenue was up 10.0% on a year-over-year basis. During the same period last year, the company earned $5.07 EPS. Equities analysts forecast that JPMorgan Chase & Co. will post 22.82 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 25.71%.

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.