First Growth Capital LLC Buys Shares of 1,810 JPMorgan Chase & Co. $JPM

First Growth Capital LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 1,810 shares of the financial services provider’s stock, valued at approximately $563,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Roxbury Financial LLC increased its holdings in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after acquiring an additional 31 shares during the period. Collective Family Office LLC boosted its holdings in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after purchasing an additional 32 shares during the period. Rialto Wealth Management LLC boosted its holdings in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares during the period. Essential Planning LLC. grew its position in shares of JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after purchasing an additional 33 shares in the last quarter. Finally, Tevis Investment Management grew its position in shares of JPMorgan Chase & Co. by 0.8% during the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after purchasing an additional 34 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at $26,326,072.44. The trade was a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value 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 $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 28,589 shares of company stock worth $8,747,496. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $325.28 on Friday. The company’s fifty day moving average price is $308.83 and its 200-day moving average price is $307.57. 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 firm has a market capitalization of $871.58 billion, a price-to-earnings ratio of 15.58, a PEG ratio of 1.62 and a beta of 1.00. JPMorgan Chase & Co. has a one year low of $272.11 and a one year high of $338.09.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the firm posted $5.07 EPS. The firm’s revenue was up 10.0% compared to the same quarter last year. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 22.44 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company 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 yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s latest earnings showed a solid beat on both profit and revenue, with strong year-over-year growth, reinforcing the bank’s underlying earnings power and supporting the long-term bull case for JPM.
• Positive Sentiment: JPMorgan Asset Management and Chase are still leaning into growth initiatives, including a wider European digital banking push and a new public/private model portfolio partnership with Morningstar, which could expand fee and retail banking opportunities over time. JPMorgan Chase Expands Chase Digital Bank Across Europe In Five Year Push
• Positive Sentiment: Some market commentary remains constructive on banks, with analysts noting that a higher-rate environment could boost net interest income for lenders like JPM, and that investors have been rotating into financials. Fed Holds Rates But Signals Hike: Key Takeaways for Bank Investors
• Neutral Sentiment: JPMorgan also tapped insider Ben Walter to lead its workplace solutions unit, a management update that looks incremental rather than stock-moving. JPMorgan taps Walter to lead workplace solutions unit as La Padula heads to IRS
• Neutral Sentiment: Several headlines simply reflect JPMorgan’s broader market influence, including its views on equities, European stocks, and crypto mining, but these are not direct catalysts for the bank’s shares.
• Negative Sentiment: Macro concerns are weighing on the stock, including renewed worries that the Fed could keep rates elevated or even hike, which can pressure funding costs, credit quality, and securities valuations for banks like JPM.
• Negative Sentiment: JPMorgan also reportedly restricted Anthropic’s Claude AI access for Hong Kong staff, highlighting tighter governance and geopolitical scrutiny around AI use in sensitive markets. JPMorgan Chase cuts off Anthropic access for its Hong Kong staff, FT reports

Analyst Ratings Changes

JPM has been the topic of a number of recent analyst reports. Daiwa Securities Group lowered their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Piper Sandler boosted their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Argus upped their target price on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Finally, UBS Group dropped their price target on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $339.08.

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.