Hennion & Walsh Asset Management Inc. lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 7.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,171 shares of the financial services provider’s stock after acquiring an additional 3,471 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $15,440,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Sterling Group Wealth Management LLC grew its position in JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock worth $1,183,000 after purchasing an additional 33 shares in the last quarter. Vestia Personal Wealth Advisors increased its stake in JPMorgan Chase & Co. by 2.7% in the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after buying an additional 34 shares during the last quarter. South Street Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock worth $3,036,000 after buying an additional 34 shares in the last quarter. Continental Investors Services Inc. lifted its position in shares of JPMorgan Chase & Co. by 4.9% during the 4th quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider’s stock worth $225,000 after buying an additional 34 shares in the last quarter. Finally, Beacon Financial Advisory LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the 1st quarter. Beacon Financial Advisory LLC now owns 11,598 shares of the financial services provider’s stock worth $3,412,000 after buying an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Analysts Set New Price Targets
JPM has been the subject of several recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective on the stock in a research report on Wednesday, July 22nd. 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 note on Monday, May 4th. Finally, Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $359.33.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: AI spending could support economic growth. Dimon said hyperscalers’ heavy AI infrastructure spending is likely to pay off, contributing to U.S. GDP growth, job creation and demand for construction materials. Sustained AI-related financing and advisory activity could benefit JPMorgan’s investment banking and commercial businesses. AI spending and Jamie Dimon
- Positive Sentiment: Payments platform gains a new merchant offering. Klarna’s integration with J.P. Morgan Payments is now live in the U.S., allowing merchants to offer installment and flexible-payment options without a separate integration. The deal may strengthen JPMorgan’s payments ecosystem and help retain or attract commerce-platform clients. Klarna integration with J.P. Morgan Payments
- Positive Sentiment: Swift framework expands cross-border payments. JPMorgan and Bank of America have launched Swift’s new payment framework, supporting faster international transfers for U.S. users and reinforcing JPMorgan’s position in global transaction banking. Swift payment framework launch
- Neutral Sentiment: Quarterly filing provides updated disclosure. JPMorgan filed its Form 10-Q for the quarter ended June 30, but the available announcement does not highlight new financial results or material changes. Investors will need to review the filing for details on credit quality, capital, trading performance and expenses. JPMorgan Form 10-Q filing
- Negative Sentiment: Dimon’s leverage warning creates a risk overhang. He said margin debt is at record highs and that hidden borrowing through hedge funds, prime brokerages and leveraged ETFs could trigger a sudden market disruption. He also warned that AI-driven capital demand, geopolitical tensions and fiscal deficits could keep inflation and interest rates elevated, potentially pressuring asset values and trading conditions. Jamie Dimon leverage warning
Insider Activity at JPMorgan Chase & Co.
In related news, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Price Performance
NYSE JPM opened at $357.44 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market cap of $957.76 billion, a PE ratio of 15.31, a price-to-earnings-growth ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $363.00. The firm’s 50-day simple moving average is $334.33 and its two-hundred day simple moving average is $313.40.
JPMorgan Chase & Co. Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.
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.
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