Mcguire Capital Advisors Inc. Buys Shares of 8,279 JPMorgan Chase & Co. $JPM

Mcguire Capital Advisors Inc. acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 8,279 shares of the financial services provider’s stock, valued at approximately $2,668,000. JPMorgan Chase & Co. comprises about 1.7% of Mcguire Capital Advisors Inc.’s portfolio, making the stock its 13th biggest holding.

A number of other large investors also recently bought and sold shares of the company. Hamilton Wealth LLC lifted its stake in JPMorgan Chase & Co. by 9.3% during the fourth quarter. Hamilton Wealth LLC now owns 4,748 shares of the financial services provider’s stock worth $1,530,000 after purchasing an additional 405 shares during the last quarter. WealthPoint Financial LLC bought a new position in JPMorgan Chase & Co. in the fourth quarter worth about $800,000. Van Diest Capital LLC acquired a new position in JPMorgan Chase & Co. in the fourth quarter valued at approximately $1,196,000. Compound Planning Inc. grew its holdings in shares of JPMorgan Chase & Co. by 12.3% during the fourth quarter. Compound Planning Inc. now owns 79,859 shares of the financial services provider’s stock valued at $25,732,000 after purchasing an additional 8,749 shares during the last quarter. Finally, Claris Financial LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $2,897,000. Institutional investors 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’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 Upgrades and Downgrades

Several brokerages have recently issued reports on JPM. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Daiwa Securities Group dropped their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. HSBC boosted 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 note on Monday, May 4th. Autonomous Res decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $339.08.

JPMorgan Chase & Co. Stock Down 2.5%

JPM opened at $325.28 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $871.58 billion, a PE ratio of 15.58, a P/E/G ratio of 1.62 and a beta of 1.00. The stock’s fifty day moving average is $308.83 and its 200-day moving average is $307.57. 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 announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $5.07 earnings per share. On average, equities analysts predict that JPMorgan Chase & Co. will post 22.44 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed 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 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. The trade was a 10.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at approximately $10,870,263. This represents a 13.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, 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. 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.