Krane Financial Solutions LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 3,983 shares of the financial services provider’s stock, valued at approximately $1,172,000. JPMorgan Chase & Co. makes up 0.8% of Krane Financial Solutions LLC’s portfolio, making the stock its 19th biggest holding.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Essential Planning LLC. grew its position 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 worth $451,000 after buying an additional 33 shares during the last quarter. Sterling Group Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 0.8% during the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock valued at $1,183,000 after acquiring an additional 33 shares during the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of JPMorgan Chase & Co. by 2.7% during the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock worth $391,000 after acquiring an additional 34 shares in the last quarter. South Street Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.4% in the 4th quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock worth $3,036,000 after acquiring an additional 34 shares during the last quarter. Finally, Continental Investors Services Inc. grew its holdings in shares of JPMorgan Chase & Co. by 4.9% in the 4th quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider’s stock worth $225,000 after acquiring an additional 34 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Stock Performance
Shares of JPMorgan Chase & Co. stock opened at $352.18 on Friday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $359.30. 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 has a market cap of $943.68 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 1.45 and a beta of 0.99. The business has a fifty day simple moving average of $328.81 and a 200-day simple moving average of $311.88.
JPMorgan Chase & Co. Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Monday, July 6th were issued a $1.50 dividend. The ex-dividend date was 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 is currently 25.71%.
Analysts Set New Price Targets
Several equities research analysts have recently commented on the company. Morgan Stanley reaffirmed a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Bank of America lifted their price target on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Evercore restated an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Daiwa Securities Group reduced their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Finally, Royal Bank Of Canada raised their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $358.67.
Read Our Latest Research Report on JPM
Insider Transactions at JPMorgan Chase & Co.
In related news, CFO Jeremy Barnum sold 3,022 shares of the firm’s 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 sale, the chief financial officer directly owned 32,438 shares in the company, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the business’s stock in a transaction that occurred 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 transaction, the chief operating officer directly owned 85,082 shares in the company, valued at $26,326,072.44. The trade was a 5.47% 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 18,876 shares of company stock valued at $5,907,051 over the last three months. 0.41% of the stock is owned by corporate insiders.
More JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP
- Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate
- Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis
- Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan
- Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction
- Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning
- Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy
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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