JPMorgan Chase & Co. $JPM Shares Bought by Clarity Financial LLC

Clarity Financial LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 37.8% during the second quarter, HoldingsChannel.com reports. The firm owned 73,022 shares of the financial services provider’s stock after purchasing an additional 20,033 shares during the period. JPMorgan Chase & Co. makes up approximately 2.0% of Clarity Financial LLC’s holdings, making the stock its 16th largest holding. Clarity Financial LLC’s holdings in JPMorgan Chase & Co. were worth $23,902,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Fidelis Capital Partners LLC raised its position in shares of JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after purchasing an additional 5,101 shares during the last quarter. Howard Capital Management Inc. boosted its holdings in JPMorgan Chase & Co. by 18.2% in the 4th 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 last quarter. First National Bank of Mount Dora Trust Investment Services boosted its holdings in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock worth $12,125,000 after buying an additional 6,492 shares during the last quarter. Brighton Jones LLC increased its stake in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares in the last quarter. Finally, FAS Wealth Partners Inc. increased its stake in JPMorgan Chase & Co. by 4.3% during the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after buying an additional 1,794 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Bank of America raised their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Barclays lifted their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Robert W. Baird upped their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a report on Wednesday, July 15th. Finally, HSBC increased their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $359.33.

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated 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 transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% 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. Over the last 90 days, insiders have sold 13,435 shares of company stock valued at $4,353,502. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $363.37 on Friday. The business’s 50 day moving average price is $339.11 and its 200 day moving average price is $315.12. The company has a market cap of $965.91 billion, a price-to-earnings ratio of 15.57, a PEG ratio of 1.50 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) 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 in the prior year, the business earned $4.96 EPS. The firm’s quarterly revenue was up 27.7% on a year-over-year basis. On average, research analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan shares reached an all-time high. The milestone reflects continued investor enthusiasm after the bank’s latest earnings beat, which included $6.14 in EPS and $58.02 billion in revenue—well above analyst estimates. The stock is up 5.3% since that report and remains well above its 50-day and 200-day moving averages. JPMorgan reaches all-time high
• Positive Sentiment: Analyst sentiment remains supportive. JPMorgan received a “Moderate Buy” consensus rating, while UBS raised its price target to $400 and Zacks Research upgraded the stock to “Strong Buy.” JPM was also included on Zacks’ list of top-rated income stocks. JPMorgan analyst rating Zacks income stock ranking
• Positive Sentiment: Corporate banking growth is improving. JPMorgan’s Asia-Pacific corporate banking revenue increased more than 20%, helped by AI investment, data-center financing and intra-Asia trade. The trend could support revenue growth into 2027. JPMorgan Asia-Pacific corporate banking growth
• Positive Sentiment: JPMorgan raised its S&P 500 target to 8,000. The bank cited stronger earnings and productive AI investment. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses, although this is not a direct change to JPM’s earnings outlook. JPMorgan raises S&P 500 target
• Neutral Sentiment: Recent institutional activity is mixed. Ballast increased its JPM position, while UMB Bank reduced its holdings by approximately 11%. These disclosed portfolio changes are relatively small compared with JPMorgan’s nearly $1 trillion market value. Ballast JPMorgan purchase
• Negative Sentiment: Macro and regulatory risks remain. CEO Jamie Dimon warned about persistent inflation, leverage and potential market volatility. Separately, political pressure alleging discriminatory banking practices could create reputational or regulatory uncertainty. An executive’s 2,500-share sale under a pre-arranged 10b5-1 plan is a minor additional overhang. Jamie Dimon macroeconomic warning

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.