World Investment Advisors Acquires 12,425 Shares of JPMorgan Chase & Co. $JPM

World Investment Advisors boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 246,018 shares of the financial services provider’s stock after buying an additional 12,425 shares during the period. JPMorgan Chase & Co. comprises about 1.2% of World Investment Advisors’ portfolio, making the stock its 9th biggest holding. World Investment Advisors’ holdings in JPMorgan Chase & Co. were worth $75,343,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. during the third quarter valued at about $32,000. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter valued at about $35,000. Merrithew & Thorsten Inc bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $40,000. Cresta Advisors Ltd. bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $48,000. Finally, Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $52,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of recent analyst reports. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Autonomous Res decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Piper Sandler upped their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. HSBC upped their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Finally, The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned 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 $339.08.

JPMorgan Chase & Co. Stock Up 0.4%

NYSE JPM opened at $303.13 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 firm has a 50-day simple moving average of $300.47 and a 200 day simple moving average of $307.14. JPMorgan Chase & Co. has a twelve month low of $256.00 and a twelve month high of $337.25. The stock has a market cap of $812.24 billion, a PE ratio of 14.52, a PEG ratio of 1.47 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) last released 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. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the company earned $5.07 earnings per share. The firm’s revenue was up 10.0% on a year-over-year basis. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction dated 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 owned 35,460 shares of the company’s stock, valued at approximately $10,870,263. This represents a 13.66% 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 have sold 28,589 shares of company stock worth $8,747,496 in the last three months. 0.41% of the stock is currently owned by company insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: CEO Jamie Dimon said JPMorgan plans to hire more AI specialists and fewer traditional bankers, reinforcing a push for productivity and long-term cost discipline. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: JPMorgan rolled out AI tools across its global investment banking business, which could improve efficiency and support margins over time. JPMorgan rolls out AI tools investment banking globally, senior banker says
• Positive Sentiment: JPMorgan opened its Chase digital retail bank in Germany, expanding its consumer banking presence and creating a new growth avenue in Europe. JPMorgan Launches Its German Retail Bank, Aiming for ‘Top’ Rank
• Positive Sentiment: JPMorgan is reportedly considering ways to offload risk tied to more than $4 billion in private-equity-linked loans, which could reduce balance-sheet exposure if a deal is completed. JPMorgan looks to offload exposure to $4 billion in private equity-linked loans, FT reports
• Positive Sentiment: JPMorgan’s quarterly earnings and revenue previously beat expectations, helping support the stock’s valuation backdrop. JPMorgan Chase & Co. Stock Information
• Neutral Sentiment: Jamie Dimon also warned that interest rates could move higher, which may support net interest income but keeps the macro backdrop uncertain. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Neutral Sentiment: General Counsel Stacey Friedman sold shares under a pre-arranged trading plan, which is routine insider activity and not necessarily a negative signal. Stacey Friedman Sells 5,468 Shares of JPMorgan Chase & Co. (NYSE:JPM) Stock
• Negative Sentiment: One recent commentary took a more bearish view on JPMorgan’s valuation, warning about “capital traps” despite the bank’s AI and scale advantages. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)

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.