JPMorgan Chase & Co. $JPM Shares Bought by Yarger Wealth Strategies LLC

Yarger Wealth Strategies LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 24.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,524 shares of the financial services provider’s stock after acquiring an additional 2,499 shares during the period. JPMorgan Chase & Co. comprises 1.7% of Yarger Wealth Strategies LLC’s portfolio, making the stock its 16th largest holding. Yarger Wealth Strategies LLC’s holdings in JPMorgan Chase & Co. were worth $4,036,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Brighton Jones LLC raised its position in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Acorns Advisers LLC raised its position in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC raised its position in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares during the last quarter. Jump Financial LLC acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $1,475,000. Finally, Betterment LLC raised its position in JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after acquiring an additional 425 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares of the company’s stock, valued at $10,870,263. This represents a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 86,776 shares of company stock valued at $26,716,478. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPM reported stronger‑than‑expected Q1 results — revenue and EPS beat consensus, driven by record trading and robust investment‑banking fees, which supports the bank’s earnings trajectory. Q1 Results
• Positive Sentiment: Analysts pushed up price targets after the quarter (Argus, Piper Sandler, Truist among others), lending technical support and signaling confidence in JPM’s near‑term outlook. Argus PT Raise
• Positive Sentiment: Capital returns: JPM raised its common dividend and also declared dividends on multiple preferred series, which supports income‑oriented demand. Preferred Dividends
• Positive Sentiment: Third‑party demand: A reported institutional allocation (Zengame) into JPMorgan wealth products shows external clients buying JPM exposure via wealth offerings. Zengame Investment
• Neutral Sentiment: Management flagged macro and geopolitical risks (energy, deficits, trade/tension), a cautionary tone that markets prize for context but doesn’t change near‑term fundamentals. Dimon Risks
• Neutral Sentiment: Investor housekeeping: virtual annual meeting set for May 19 — governance item but not market moving by itself. Annual Meeting
• Negative Sentiment: Management trimmed full‑year net‑interest‑income (NII) outlook — the reduced NII guide lowers forward earnings visibility and was cited as a key reason the stock pulled back despite the Q1 beat. NII Outlook Trimmed
• Negative Sentiment: Management signaled restraint on buybacks and noted valuation concerns — commentary that reduces the likelihood of aggressive repurchases supporting the stock at current multiples. Buybacks Commentary
• Negative Sentiment: Heavy insider and institutional selling: high‑profile insider sales (CEO Dimon reported selling ~$40M; CFO Jeremy Barnum and COO Jennifer Piepszak also disclosed sales under 10b5‑1 plans) plus a fund reporting a material trimming of JPM positions add selling pressure and negative sentiment. Dimon Sale CFO Sale Fund Trim

Analyst Ratings Changes

Several equities analysts recently issued reports on JPM shares. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Evercore reduced their price objective on shares of JPMorgan Chase & Co. from $350.00 to $320.00 and set an “outperform” rating on the stock in a research note on Monday, April 6th. Finally, Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $335.36.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $305.99 on Thursday. JPMorgan Chase & Co. has a one year low of $226.34 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The company has a 50 day moving average price of $298.90 and a 200 day moving average price of $306.77. The firm has a market capitalization of $820.72 billion, a price-to-earnings ratio of 14.65, a price-to-earnings-growth ratio of 1.55 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping 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 firm had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the prior year, the business posted $5.07 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% compared to the same quarter last year. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

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.