Perryman Financial Advisory Inc. AD Makes New Investment in JPMorgan Chase & Co. $JPM

Posted by Stuart Ham on Jun 16th, 2026

Perryman Financial Advisory Inc. AD purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 57,128 shares of the financial services provider’s stock, valued at approximately $18,408,000. JPMorgan Chase & Co. makes up approximately 2.7% of Perryman Financial Advisory Inc. AD’s investment portfolio, making the stock its 8th biggest holding.

Several other hedge funds have also bought and sold shares of JPM. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $32,000. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Merrithew & Thorsten Inc purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $40,000. Finally, WHI TRUST Co LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $45,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $319.36 on Tuesday. The company has a market capitalization of $855.74 billion, a price-to-earnings ratio of 15.30, a PEG ratio of 1.57 and a beta of 1.00. JPMorgan Chase & Co. has a 12 month low of $266.85 and a 12 month high of $337.25. The firm’s 50-day moving average is $306.78 and its 200 day moving average is $307.14. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30.

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

JPMorgan Chase & Co. Announces Dividend

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

Wall Street Analyst Weigh In

Several analysts have recently issued reports on JPM shares. HSBC upped their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Truist Financial upped their price target on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Finally, Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $339.08.

Check Out Our Latest Stock Analysis on JPMorgan Chase & Co.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorganChase declared dividends on its Series CC preferred stock, a routine but supportive signal that the bank continues returning capital to investors. JPMorganChase Declares Preferred Stock Dividends
Positive Sentiment: The company announced it will hold a 2027 Investor Day in New York, which may help build confidence by giving management a platform to discuss long-term growth, capital plans, and strategy. JPMorganChase Announces 2027 Investor Day
Positive Sentiment: JPMorgan’s trading desk said the market could see a broad risk-on move after the Iran-related peace news, which could favor cyclicals and financials like JPM if investor sentiment improves. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
Neutral Sentiment: Several articles mentioned JPMorgan in market commentary and stock-picking notes, but they do not appear to change the bank’s fundamentals directly. Which is the Better Bank Stock to Buy: JPMorgan or Citigroup?
Negative Sentiment: One broader theme in the market is a possible rotation toward higher-beta and cyclically sensitive names, which could slightly pressure defensive large-cap financial trades if investors shift away from quality premiums. Morgan Stanley’s Wilson Sees US Stock Market Rally Broadening

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the transaction, 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 5,611 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer owned 35,460 shares in the company, valued at $10,870,263. This represents a 13.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 28,589 shares of company stock valued at $8,747,496 over the last 90 days. 0.41% of the stock is currently owned by insiders.

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.