IFS Group LLC Takes Position in JPMorgan Chase & Co. $JPM

Posted by Francis Steltz on Jul 30th, 2026

IFS Group LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 2,584 shares of the financial services provider’s stock, valued at approximately $760,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in JPM. Timmons Wealth Management LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at $27,000. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. in the 1st quarter worth about $29,000. Caitong International Asset Management Co. Ltd acquired a new position in JPMorgan Chase & Co. in the 4th quarter worth about $32,000. Osbon Capital Management LLC bought a new position in JPMorgan Chase & Co. in the fourth quarter valued at about $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the third quarter valued at about $35,000. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

Positive Sentiment: Large capital-return program supports the stock. JPMorgan plans to increase its dividend by 10% and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. JPMorgan’s Robust Capital Position Fuels Higher Shareholder Returns
Positive Sentiment: Analyst earnings expectations moved higher. Erste Group raised its FY2027 EPS forecast for JPMorgan to $24.86 from $24.00, above the current full-year consensus estimate of $23.97. The upgrade follows JPMorgan’s strong quarterly results, including $6.14 in EPS and $58.02 billion in revenue. JPMorgan EPS Estimate Increase
Neutral Sentiment: Recent gains were interrupted. Reports noted that JPMorgan ended a six-session winning streak, suggesting some profit-taking after the stock approached its one-year high. This appears to reflect near-term positioning rather than a deterioration in the bank’s operating results. JPMorgan Snaps Six Straight Sessions of Gains
Negative Sentiment: Dimon’s caution is weighing on sentiment. The CEO said he would not currently buy U.S. stocks or long-duration Treasurys because markets may be underpricing geopolitical and economic risks. His warning reinforces concerns that investors have become too comfortable despite elevated valuations. Jamie Dimon Says Market Risks Are Bigger Than Other People Think
Negative Sentiment: AI-financing risks are pressuring bank stocks. JPMorgan and other major banks have funded the rapid AI infrastructure buildout, raising concerns about potential credit losses or weaker returns if AI-related valuations and investment plans falter. Worries About AI Drag Bank Stocks Lower

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 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 transaction of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $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. In the last 90 days, insiders have sold 18,876 shares of company stock worth $5,907,051. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Trading Down 3.3%

Shares of JPM stock opened at $345.49 on Thursday. The stock has a market cap of $925.74 billion, a price-to-earnings ratio of 14.80, a PEG ratio of 1.49 and a beta of 0.99. The stock has a 50-day moving average of $326.95 and a 200-day moving average of $311.44. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $359.30.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same period in the previous year, the firm earned $4.96 earnings per share. The firm’s quarterly revenue was up 27.7% on a year-over-year basis. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. UBS Group lifted their price target on JPMorgan Chase & Co. from $375.00 to $384.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Barclays raised their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Royal Bank Of Canada upped their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $358.67.

View Our Latest Report on JPM

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.