Keybank National Association OH lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the 1st quarter, HoldingsChannel.com reports. The fund owned 1,788,071 shares of the financial services provider’s stock after selling 11,286 shares during the quarter. JPMorgan Chase & Co. makes up about 1.9% of Keybank National Association OH’s portfolio, making the stock its 9th largest holding. Keybank National Association OH’s holdings in JPMorgan Chase & Co. were worth $525,979,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Roxbury Financial LLC lifted its holdings 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 valued at $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares in the last quarter. Essential Planning LLC. raised its position 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 buying an additional 33 shares during the last quarter. Tevis Investment Management raised its position 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 buying an additional 34 shares during the last quarter. Finally, Spinnaker Investment Group LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.7% in the fourth quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock worth $1,670,000 after buying an additional 34 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities analysts recently weighed in on JPM shares. Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Wells Fargo & Company raised their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research note on Monday. HSBC raised their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Daiwa Securities Group dropped their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Finally, The Goldman Sachs Group set a $361.00 price target on JPMorgan Chase & Co. in a report on Tuesday, April 14th. Fourteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus price target of $342.50.
JPMorgan Chase & Co. Trading Up 0.7%
JPMorgan Chase & Co. stock traded up $2.50 during midday trading on Tuesday, hitting $340.22. 785,742 shares of the stock were exchanged, compared to its average volume of 10,027,932. 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 stock’s 50-day simple moving average is $313.35 and its 200 day simple moving average is $309.02. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $343.45. The stock has a market capitalization of $911.63 billion, a price-to-earnings ratio of 16.33, a PEG ratio of 1.53 and a beta of 0.99.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted 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 company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same period in the previous year, the business posted $5.07 EPS. JPMorgan Chase & Co.’s revenue was up 10.0% on a year-over-year basis. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 22.76 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently disclosed 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 annualized dividend and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.
Insiders Place Their Bets
In other news, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value of $935,037.02. Following the transaction, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This represents a 8.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the 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 transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This 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. Insiders sold a total of 33,623 shares of company stock valued at $10,427,835 over the last quarter. 0.41% of the stock is owned by insiders.
Key Stories Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Wells Fargo raised its price target on JPMorgan Chase to $360 and kept an overweight rating, signaling continued upside expectations for the bank. Benzinga/The Fly report
- Positive Sentiment: Analysts expect strong second-quarter results for large Wall Street banks, helped by a surge in trading activity and deal fees, including activity tied to the SpaceX IPO. Reuters
- Positive Sentiment: JPMorgan’s own strategists have been constructive on risk assets, including recommending investors buy the semiconductor pullback and highlighting a broader market recovery later in 2026. Yahoo Finance/Investing.com
- Positive Sentiment: The bank was also cited in reports about large U.S. banks exploring a possible Fiserv debit-network deal, which could eventually give major issuers more leverage over debit-fee economics. Reuters
- Neutral Sentiment: JPMorgan was mentioned in reports about adding a high-yield dividend stock to its July U.S. Equity Analyst Focus List, but the article does not indicate a direct change to JPM’s own fundamentals. 24/7 Wall St.
- Neutral Sentiment: JPMorgan is expected to report earnings soon, keeping investor attention focused on whether trading, investment banking, and lending strength can translate into another beat. American Banking News
- Negative Sentiment: CEO Jamie Dimon reiterated that JPMorgan wants to fight stablecoin yield rules in the proposed CLARITY Act, underscoring ongoing regulatory and policy risk in digital assets. Motley Fool
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.
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