2,091 Shares in JPMorgan Chase & Co. $JPM Purchased by LGL Partners LLC

Posted by Brian Himes on Jun 4th, 2026

LGL Partners LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 2,091 shares of the financial services provider’s stock, valued at approximately $674,000. JPMorgan Chase & Co. makes up approximately 0.3% of LGL Partners LLC’s investment portfolio, making the stock its 29th biggest position.

A number of other hedge funds have also recently added to or reduced their stakes in JPM. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Merrithew & Thorsten Inc bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth about $40,000. WHI TRUST Co LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $45,000. Cresta Advisors Ltd. bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $48,000. Finally, Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $301.06 on Thursday. The company has a market capitalization of $806.70 billion, a price-to-earnings ratio of 14.42, a P/E/G ratio of 1.47 and a beta of 1.00. The firm’s 50 day simple moving average is $303.16 and its 200 day simple moving average is $306.39. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a fifty-two week low of $260.31 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period last year, the company posted $5.07 EPS. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 22.4 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Piper Sandler raised their target price 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, April 15th. Wells Fargo & Company reduced their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, Argus raised their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Fourteen investment 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.com, the stock presently has an average rating of “Hold” and a consensus target price of $339.08.

Read Our Latest Stock Analysis on JPM

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan is helping arrange a roughly $1 billion financing package for Transportadora de Gas del Sur’s Vaca Muerta project in Argentina, reinforcing the bank’s role in large-scale global lending and fee-generating deals. Santander, JPMorgan to Back $1 Billion TGS Vaca Muerta Financing
Positive Sentiment: CEO Jamie Dimon plans to discuss SpaceX’s upcoming IPO with JPMorgan’s ultra-wealthy clients, which highlights the bank’s access to major investment-banking opportunities and affluent customer relationships. JPMorgan’s Dimon to discuss SpaceX IPO roadshow with ultra-rich clients, Bloomberg News reports
Positive Sentiment: JPMorgan continues to be cited as a defensive, diversified financial stock as investors look beyond the AI trade, supporting the view that it remains a core large-cap banking name. Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification
Neutral Sentiment: JPMorgan expanded its 2030 fixed-to-floating notes offering with a $500 million public deal, reflecting active funding management but not a major surprise for investors. JPMorgan Chase Expands 2030 Fixed-to-Floating Notes Offering
Neutral Sentiment: JPMorgan also drew attention for CEO Jamie Dimon’s comments about a possible large acquisition and the bank’s push into Europe and crypto-related policy debate, but these are longer-term strategic themes rather than immediate catalysts. JPMorgan Weighs US$20b Deal While Expanding In Europe And Crypto Debate
Negative Sentiment: More broadly, financial stocks sold off in late-afternoon trading, which likely pressured JPMorgan shares along with the rest of the sector. Sector Update: Financial Stocks Decline Late Afternoon
Negative Sentiment: JPMorgan’s public criticism of the CLARITY Act and broader crypto regulation debate could create some headline risk, though the direct stock impact appears limited for now. CLARITY Act At The Center Of Latest Political Clash: Sen. Lummis Hits Back At JPMorgan CEO

Insider Activity

In related news, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the sale, the chief financial officer directly owned 32,438 shares in the company, valued at $10,036,641.58. This trade represents a 8.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction that occurred 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 28,589 shares of company stock valued at $8,747,496. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Company Profile

(Free Report)

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.