JPMorgan Chase & Co. $JPM Shares Bought by Stonekeep Investments LLC

Stonekeep Investments LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 47.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,832 shares of the financial services provider’s stock after acquiring an additional 1,877 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.1% of Stonekeep Investments LLC’s holdings, making the stock its 21st biggest position. Stonekeep Investments LLC’s holdings in JPMorgan Chase & Co. were worth $1,909,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Timmons Wealth Management LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd purchased a new position in JPMorgan Chase & Co. during the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. during the 1st quarter valued at about $29,000. Osbon Capital Management LLC acquired a new position in JPMorgan Chase & Co. during the fourth quarter worth about $35,000. Finally, Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. during the third quarter worth about $35,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $361.93 on Wednesday. The firm has a 50 day simple moving average of $336.78 and a 200-day simple moving average of $314.23. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market cap of $962.09 billion, a PE ratio of 15.51, a P/E/G ratio of 1.48 and a beta of 0.99. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $363.12.

JPMorgan Chase & Co. Dividend Announcement

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

Analysts Set New Price Targets

JPM has been the topic of several research reports. Truist Financial increased their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research report on Wednesday, July 15th. Piper Sandler upped their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Robert W. Baird increased their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Finally, Barclays boosted their price target on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $359.33.

Check Out Our Latest Stock Report on JPM

JPMorgan Chase & Co. News Roundup

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

  • Positive Sentiment: Analysts raised JPMorgan’s earnings estimates. Erste Group increased its 2026 EPS forecast to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both estimates exceed the current consensus forecast of $24.27, providing a supportive signal for JPM stock. Erste Group earnings estimate report
  • Positive Sentiment: JPMorgan is expanding its technology and financing businesses. The bank led a $441 million debt financing for AI infrastructure company Global AI, benefiting from demand for data centers. Separately, its Kinexys blockchain platform is being used for Schroders’ tokenized U.S. dollar money-market fund, representing a move toward commercial adoption of JPMorgan’s digital-asset infrastructure. JPMorgan AI infrastructure debt deal JPMorgan tokenized money-market fund mandate
  • Positive Sentiment: JPMorgan raised its year-end S&P 500 target to 8,000. The firm cited stronger corporate earnings and increasingly productive AI investments. The bullish outlook can improve market sentiment and potentially support JPMorgan’s asset-management, investment-banking and trading businesses, although it does not directly change JPM’s earnings forecast. JPMorgan raises S&P 500 target
  • Neutral Sentiment: JPMorgan will become the Olympics’ first global banking partner. The agreement covers the 2028 Los Angeles and 2030 French Alps Games and reportedly exceeds $200 million per four-year cycle. It strengthens JPMorgan’s global brand and marketing reach, but the substantial sponsorship cost makes the near-term financial impact uncertain. JPMorgan Olympics partnership
  • Neutral Sentiment: Chief Human Resources Officer Robin Leopold sold 2,500 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. The planned nature and relatively small reduction lessen its significance as a bearish signal. JPMorgan insider transaction filing
  • Negative Sentiment: CEO Jamie Dimon reiterated macroeconomic warnings. He cautioned that inflation may remain elevated and that excessive margin debt and hidden leverage could amplify a market selloff. Higher-for-longer interest rates and financial-market volatility could weigh on loan demand, credit quality and investor sentiment.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their position. 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 sold a total of 13,435 shares of company stock valued at $4,353,502 over the last quarter. 0.41% of the stock is currently owned by insiders.

About JPMorgan Chase & Co.

(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.

Featured Articles

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPMFree Report).

Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.