Krilogy Financial LLC Boosts Stock Position in JPMorgan Chase & Co. $JPM

Krilogy Financial LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 17.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,747 shares of the financial services provider’s stock after acquiring an additional 3,574 shares during the quarter. Krilogy Financial LLC’s holdings in JPMorgan Chase & Co. were worth $7,360,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fidelis Capital Partners LLC lifted its position in shares of JPMorgan Chase & Co. by 7.9% in the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after acquiring an additional 5,101 shares in the last quarter. Howard Capital Management Inc. grew its position in shares of JPMorgan Chase & Co. by 18.2% during the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after purchasing an additional 3,976 shares in the last quarter. Andra AP fonden grew its position in shares of JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares in the last quarter. Newbridge Financial Services Group Inc. raised its stake in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after purchasing an additional 3,027 shares during the period. Finally, Banco Santander S.A. lifted its holdings in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after purchasing an additional 37,550 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on JPM shares. 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 note on Tuesday, April 7th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Truist Financial upped their target price on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Finally, Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average price target of $339.08.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 5,611 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. This represents a 13.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. The trade was a 9.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 33,623 shares of company stock worth $10,427,835 over the last 90 days. 0.41% of the stock is owned by insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan unveiled a $50 billion share buyback and said it will raise its quarterly dividend to $1.65 from $1.50, a sign of strong capital generation after the bank passed the Federal Reserve’s stress test. JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress test
• Positive Sentiment: The Federal Reserve stress test results showed major U.S. banks remain resilient, supporting expectations for higher payouts and signaling JPMorgan has excess capital to return to shareholders. JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
• Positive Sentiment: JPMorgan promoted Doug Petno and Troy Rohrbaugh to co-presidents, which helped clarify the CEO succession pipeline and eased uncertainty around the eventual replacement for Jamie Dimon. JPMorgan names Doug Petno, Troy Rohrbaugh as co-presidents
• Neutral Sentiment: JPMorgan also said it will open a private banking office in Hamburg, a modest expansion that points to international wealth-management growth but is unlikely to move the stock on its own. JPMorgan Chase Set to Open Private Banking Office in Hamburg
• Negative Sentiment: News that JPMorgan will lay off nearly 250 employees in North Texas may raise concerns about cost-cutting or restructuring in some business lines, though the financial impact appears limited relative to the bank’s overall scale. JPMorgan Chase to layoff nearly 250 employees in North Texas

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $335.01 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. The stock’s 50 day simple moving average is $310.99 and its two-hundred day simple moving average is $308.28. The company has a market cap of $897.67 billion, a price-to-earnings ratio of 16.04, a PEG ratio of 1.55 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates 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 prior year, the company earned $5.07 EPS. The company’s quarterly revenue was up 10.0% compared to the same quarter last year. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 22.44 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given 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 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

JPMorgan Chase & Co. Company 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.