3,175 Shares in JPMorgan Chase & Co. $JPM Acquired by Cornerstone Financial Management LLC

Posted by Stanley Muller on Jun 14th, 2026

Cornerstone Financial Management LLC acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 3,175 shares of the financial services provider’s stock, valued at approximately $1,023,000.

A number of other large investors have also added to or reduced their stakes in the company. Roxbury Financial LLC increased its stake in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after acquiring an additional 31 shares during the last quarter. Collective Family Office LLC raised its stake in shares of JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after acquiring an additional 32 shares during the period. Rialto Wealth Management LLC raised its stake in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 33 shares during the period. Essential Planning LLC. raised its stake in shares of JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after acquiring an additional 33 shares during the period. Finally, Tevis Investment Management raised its stake in shares of JPMorgan Chase & Co. by 0.8% in the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after acquiring an additional 34 shares during the period. Institutional investors own 71.55% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: Erste Group raised its FY2027 earnings estimate for JPMorgan, signaling confidence in the bank’s longer-term profitability; it now expects $23.55 per share versus a prior $23.47. MarketBeat earnings estimate update
Positive Sentiment: JPMorgan is deepening its presence in the Charlotte suburbs with new branch openings, a sign of continued retail banking expansion and customer acquisition. Business Journals article
Positive Sentiment: Several recent commentary pieces highlighted JPMorgan as an attractive stock to own, reinforcing the view that investors still see it as a high-quality banking franchise. Yahoo Finance article
Neutral Sentiment: Media coverage around Jamie Dimon’s criticism of crypto regulation and the “debanking” probe keeps JPMorgan in the regulatory spotlight, but these stories are more about policy debate than immediate fundamentals. Benzinga article
Negative Sentiment: The Justice Department’s sweeping “debanking” investigation into JPMorgan and other large banks adds a legal and reputational overhang that could weigh on sentiment if the probe intensifies. New York Post/Reuters coverage

JPMorgan Chase & Co. Price Performance

JPM opened at $320.55 on Friday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $858.93 billion, a price-to-earnings ratio of 15.35, a PEG ratio of 1.57 and a beta of 1.00. JPMorgan Chase & Co. has a 12-month low of $262.71 and a 12-month high of $337.25. The business’s fifty day simple moving average is $306.29 and its 200-day simple moving average is $306.96.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 17.54% and a net margin of 20.66%.The firm’s quarterly revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the business posted $5.07 EPS. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Insider Buying and Selling

In related news, insider Robin Leopold sold 433 shares of the company’s 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 in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% 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 90 days, insiders have sold 28,589 shares of company stock valued at $8,747,496. Company insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on JPM. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. HSBC upped their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Finally, Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $339.08.

Check Out Our Latest Research Report on JPM

JPMorgan Chase & Co. 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.