Osprey Private Wealth LLC Boosts Stock Holdings in JPMorgan Chase & Co. $JPM

Osprey Private Wealth LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.2% during the first quarter, HoldingsChannel.com reports. The fund owned 57,858 shares of the financial services provider’s stock after buying an additional 2,353 shares during the quarter. JPMorgan Chase & Co. makes up approximately 4.9% of Osprey Private Wealth LLC’s investment portfolio, making the stock its 3rd biggest holding. Osprey Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $17,020,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Roxbury Financial LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after purchasing an additional 32 shares during the last quarter. Essential Planning LLC. raised its stake in JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after buying an additional 33 shares during the last quarter. Tevis Investment Management boosted its stake in JPMorgan Chase & Co. by 0.8% in the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock worth $1,337,000 after purchasing an additional 34 shares in the last quarter. Finally, Spinnaker Investment Group LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.7% during the fourth quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock worth $1,670,000 after buying an additional 34 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

JPM has been the subject of a number of research reports. Daiwa Securities Group decreased their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. HSBC increased their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. The Goldman Sachs Group reissued a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday. Autonomous Res lowered their price objective 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. Finally, Evercore reaffirmed an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $354.42.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan posted record Q2 results, with EPS and revenue both beating estimates by a wide margin as trading and investment banking surged, reinforcing the bullish case for the stock. JPMorganChase Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Analysts raised price targets after the earnings beat, suggesting Wall Street sees more upside if JPMorgan continues generating above-average profitability. These Analysts Raise Their Forecasts On JPMorgan Following Better-Than-Expected Q2 Earnings
• Positive Sentiment: The company raised its 2026 net interest income outlook, signaling that core lending earnings may stay strong even after the headline earnings beat. JPMorgan Chase, Stock Of The Day, Rises In Buy Zone: Next AI Winner?
• Positive Sentiment: Momentum around the stock has also been boosted by talk that JPMorgan is approaching a $1 trillion market value, a major milestone that reflects investor confidence in its earnings power and leadership. Dimon-led JPMorgan poised to become world’s first $1 trillion bank

Insider Activity at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction dated 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 transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their position. The transaction was disclosed in a legal 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. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% decrease in their position. 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. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $346.77 on Thursday. The firm has a 50 day simple moving average of $317.58 and a 200-day simple moving average of $309.98. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86. The stock has a market cap of $929.17 billion, a price-to-earnings ratio of 14.86, a price-to-earnings-growth ratio of 1.56 and a beta of 0.99. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $351.24.

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. 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 return on equity of 18.23% and a net margin of 21.86%.The company’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.07 earnings per share. On average, analysts expect that JPMorgan Chase & Co. will post 22.82 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

About JPMorgan Chase & Co.

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.