JPMorgan Chase & Co. $JPM Shares Acquired by Hamilton Wealth LLC

Hamilton Wealth LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 45.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,896 shares of the financial services provider’s stock after purchasing an additional 2,148 shares during the period. Hamilton Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $2,029,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in JPM. Morgan Stanley grew its stake in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after buying an additional 939,421 shares in the last quarter. Norges Bank acquired a new position in JPMorgan Chase & Co. during the 4th quarter worth approximately $11,396,496,000. Bank of New York Mellon Corp boosted its holdings in JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after acquiring an additional 1,194,583 shares during the period. Legal & General Group Plc boosted its holdings in JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock worth $6,128,484,000 after acquiring an additional 110,586 shares during the period. Finally, Dimensional Fund Advisors LP grew its position in JPMorgan Chase & Co. by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider’s stock valued at $5,578,788,000 after acquiring an additional 607,288 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Up 1.7%

Shares of NYSE JPM opened at $350.57 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock’s 50 day moving average price is $327.90 and its two-hundred day moving average price is $311.59. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $359.30. The stock has a market capitalization of $939.36 billion, a P/E ratio of 15.02, a PEG ratio of 1.42 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same quarter last year, the firm earned $4.96 EPS. The business’s revenue was up 27.7% on a year-over-year basis. On average, analysts anticipate that JPMorgan Chase & Co. will post 24.27 earnings per share for the current fiscal 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 paid a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Higher earnings estimates: Erste Group raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76 and its FY2027 estimate to $24.86 from $24.00. The revisions are above the current consensus estimate of $23.97 for the year. Erste Group raises JPMorgan earnings estimates
• Positive Sentiment: Capital-return outlook remains attractive: JPMorgan plans a 10% dividend increase and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. These measures can enhance per-share earnings and make the stock more appealing to income-focused investors. JPMorgan capital position and shareholder returns
• Positive Sentiment: Strong fundamentals and sector rotation: JPMorgan’s recent quarter produced $6.14 in EPS and approximately $58 billion in revenue, beating expectations by wide margins. Financial stocks have since outperformed as investors moved toward relatively cheaper, defensive companies and banks benefited from investment-banking and AI-financing activity. JPMorgan second-quarter strength
• Neutral Sentiment: JPMorgan Private Bank’s record 10 awards in Asia-Pacific reinforce the firm’s brand and wealth-management franchise, but the recognition is unlikely to materially affect near-term valuation. J.P. Morgan Private Bank awards
• Negative Sentiment: CEO Jamie Dimon’s warnings that markets may be underpricing economic and geopolitical risks could temper enthusiasm and increase volatility. Separately, JPMorgan economists moved their forecast for the next Federal Reserve rate hike to December, citing persistent inflation; higher rates may support interest income but could pressure economic growth and credit quality. Jamie Dimon market warning

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction on Tuesday, May 5th. The shares were 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 approximately $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was 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 in the company, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. 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 a total of 18,876 shares of company stock valued at $5,907,051 over the last 90 days. 0.41% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on JPM shares. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a research report on Wednesday, July 22nd. Evercore reaffirmed an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Autonomous Res dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research note on Monday, April 6th. Barclays boosted their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. Finally, Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $360.00 to $375.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $358.67.

About JPMorgan Chase & Co.

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.