Gould Capital LLC Invests $3 Million in JPMorgan Chase & Co. $JPM

Gould Capital LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the first quarter, Holdings Channel reports. The firm acquired 10,195 shares of the financial services provider’s stock, valued at approximately $2,999,000. JPMorgan Chase & Co. makes up approximately 1.8% of Gould Capital LLC’s investment portfolio, making the stock its 22nd largest holding.

A number of other hedge funds have also added to or reduced their stakes in the stock. Fidelis Capital Partners LLC raised its holdings in shares of JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares in the last quarter. Howard Capital Management Inc. lifted its holdings in JPMorgan Chase & Co. by 18.2% during the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after buying an additional 3,976 shares during the period. Newbridge Financial Services Group Inc. boosted its position in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after acquiring an additional 3,027 shares in the last quarter. Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Finally, KTF Investments LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter worth $6,449,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Down 3.3%

Shares of JPMorgan Chase & Co. stock opened at $345.49 on Thursday. The firm has a fifty day moving average price of $326.95 and a 200 day moving average price of $311.44. The stock has a market cap of $925.74 billion, a PE ratio of 14.80, a price-to-earnings-growth ratio of 1.49 and a beta of 0.99. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $359.30. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating 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 analysts’ expectations of $50.72 billion. During the same period last year, the business earned $4.96 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 27.7% on a year-over-year basis. Equities research analysts predict that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders 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 25.71%.

Analyst Ratings Changes

Several research firms have commented on JPM. Robert W. Baird increased their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Weiss Ratings lowered shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a report on Tuesday, July 21st. Autonomous Res decreased their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Finally, Morgan Stanley reissued a “positive” rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $358.67.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This represents a 10.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the transaction, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. This trade represents a 5.47% 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 in the last 90 days. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Large capital-return program supports the stock. JPMorgan plans to increase its dividend by 10% and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. JPMorgan’s Robust Capital Position Fuels Higher Shareholder Returns
• Positive Sentiment: Analyst earnings expectations moved higher. Erste Group raised its FY2027 EPS forecast for JPMorgan to $24.86 from $24.00, above the current full-year consensus estimate of $23.97. The upgrade follows JPMorgan’s strong quarterly results, including $6.14 in EPS and $58.02 billion in revenue. JPMorgan EPS Estimate Increase
• Neutral Sentiment: Recent gains were interrupted. Reports noted that JPMorgan ended a six-session winning streak, suggesting some profit-taking after the stock approached its one-year high. This appears to reflect near-term positioning rather than a deterioration in the bank’s operating results. JPMorgan Snaps Six Straight Sessions of Gains
• Negative Sentiment: Dimon’s caution is weighing on sentiment. The CEO said he would not currently buy U.S. stocks or long-duration Treasurys because markets may be underpricing geopolitical and economic risks. His warning reinforces concerns that investors have become too comfortable despite elevated valuations. Jamie Dimon Says Market Risks Are Bigger Than Other People Think
• Negative Sentiment: AI-financing risks are pressuring bank stocks. JPMorgan and other major banks have funded the rapid AI infrastructure buildout, raising concerns about potential credit losses or weaker returns if AI-related valuations and investment plans falter. Worries About AI Drag Bank Stocks Lower

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.