JPMorgan Chase & Co. $JPM Shares Acquired by Florida Financial Advisors LLC

Florida Financial Advisors LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 20.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 16,437 shares of the financial services provider’s stock after purchasing an additional 2,755 shares during the quarter. JPMorgan Chase & Co. comprises 1.4% of Florida Financial Advisors LLC’s investment portfolio, making the stock its 15th biggest holding. Florida Financial Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $5,287,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its holdings in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after purchasing an additional 78 shares during the period. Jump Financial LLC acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at about $1,475,000. Finally, Betterment LLC boosted its holdings in JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after buying an additional 425 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

JPM has been the topic of several recent analyst reports. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Wells Fargo & Company decreased their price target on 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. Autonomous Res lowered their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Finally, Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Hold” and a consensus price target of $339.08.

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 9,136 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the sale, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Down 0.4%

JPM stock opened at $311.07 on Tuesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The company’s 50 day simple moving average is $304.28 and its 200-day simple moving average is $306.61. JPMorgan Chase & Co. has a 12 month low of $262.71 and a 12 month high of $337.25. The firm has a market capitalization of $833.51 billion, a PE ratio of 14.90, a P/E/G ratio of 1.52 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the firm posted $5.07 EPS. The company’s quarterly revenue was up 10.0% compared to the same quarter last year. Equities analysts expect that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan was highlighted in a Zacks article as a stock to watch thanks to its earnings growth and price strength, reinforcing investor confidence in the bank’s underlying fundamentals.
• Positive Sentiment: JPMorgan is helping lead a tokenized-deposit initiative with other major banks, a move aimed at competing with stablecoins and modernizing payments infrastructure over the next few years.
• Positive Sentiment: The firm is also involved in high-profile advisory and financing work, including Carlsberg’s planned India IPO and a SpaceX-related investor roadshow, which underscores JPMorgan’s strength in investment banking and capital markets.
• Neutral Sentiment: JPMorgan’s research desk turned cautious on the broader market, warning of an imminent pullback after recent volatility. That view reflects macro risk rather than a direct hit to JPMorgan’s business, but it can still weigh on bank shares if investors turn defensive.
• Neutral Sentiment: News that JPMorgan is shopping 15% yield debt for a Trump-backed oil driller highlights its active role in leveraged finance, but the headline is more about deal activity than an immediate earnings catalyst.
• Negative Sentiment: Broader macro headlines about rising rate-hike bets, Treasury weakness, and renewed Middle East tensions may be pressuring financial stocks by increasing volatility and risk aversion.
• Negative Sentiment: Crypto-related commentary around Jamie Dimon and JPMorgan has also added noise, with critics pushing back on the bank’s stance toward digital-asset firms and stablecoin rewards.

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.