JPMorgan Chase & Co. $JPM Shares Purchased by Sterling Capital Management LLC

Sterling Capital Management LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 188.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 236,535 shares of the financial services provider’s stock after purchasing an additional 154,398 shares during the period. JPMorgan Chase & Co. accounts for about 1.3% of Sterling Capital Management LLC’s holdings, making the stock its 9th biggest position. Sterling Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $69,579,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Fidelis Capital Partners LLC boosted its position 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 during the period. Howard Capital Management Inc. grew its stake in JPMorgan Chase & Co. by 18.2% during 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. Andra AP fonden increased its position in JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after buying an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. lifted its stake in JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after buying an additional 3,027 shares during the last quarter. Finally, Banco Santander S.A. lifted its stake in JPMorgan Chase & Co. by 9.0% in the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after buying an additional 37,550 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan announced a $50 billion share buyback and a 10% dividend increase after passing the Federal Reserve’s 2026 stress test, reinforcing the bank’s strong capital position and shareholder-return story. America’s Biggest Banks Passed Their Stress Tests. Now They’re Showering Investors With Cash.
• Positive Sentiment: Several research notes highlighted JPMorgan’s earnings and price momentum, and Zacks upgraded the stock to Buy, signaling optimism about profit trends and near-term upside. JPMorgan Chase & Co. (JPM) Upgraded to Buy: Here’s Why
• Positive Sentiment: Analysts and media coverage also pointed to JPMorgan’s AI leadership and strong strategic positioning, which may support longer-term growth expectations. What a global ranking of banks on AI prowess says about the tech’s ‘flywheel’ effect
• Neutral Sentiment: Reports that JPMorgan is backing the crypto CLARITY Act only with “durable safeguards” suggest it remains engaged in the policy debate, but the stance is more about risk management than a clear earnings catalyst. JPMorgan Says Crypto Regulatory Clarity Matters Only If ‘Paired With Durable Safeguards,’ Flags Stablecoin Yield Risks
• Neutral Sentiment: Coverage of JPMorgan’s succession planning and leadership reshuffle keeps the long-term transition to the post-Dimon era in focus, but it is not an immediate fundamental change. Focus: As JPMorgan succession takes shape, insiders say this time it is for real
• Negative Sentiment: JPMorgan’s name also surfaced in a few cautionary headlines, including a dispute over a wrongful-termination verdict and commentary on potential stablecoin and shadow-banking risks, which may be adding some noise around the stock. JPMorgan Pushes for Reform Following $4 Million Deli Meat Verdict

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on JPM. Autonomous Res lowered their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Argus raised their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Thursday, June 25th. Finally, Truist Financial raised their price target on JPMorgan Chase & Co. from $332.00 to $344.00 and gave the stock a “hold” rating in a report on Friday. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $340.88.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. This trade represents a 13.66% 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. Over the last quarter, insiders sold 33,623 shares of company stock worth $10,427,835. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Down 0.8%

JPM stock opened at $326.91 on Wednesday. The stock has a market capitalization of $875.96 billion, a PE ratio of 15.66, a price-to-earnings-growth ratio of 1.51 and a beta of 1.00. The company has a fifty day moving average of $312.17 and a 200-day moving average of $308.70. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $343.45.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period in the prior year, the company posted $5.07 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 22.72 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

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.