Ticino Wealth Increases Position in JPMorgan Chase & Co. $JPM

Ticino Wealth lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 161.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,207 shares of the financial services provider’s stock after buying an additional 8,146 shares during the quarter. JPMorgan Chase & Co. makes up about 1.4% of Ticino Wealth’s portfolio, making the stock its 19th biggest position. Ticino Wealth’s holdings in JPMorgan Chase & Co. were worth $4,323,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of JPM. Fidelis Capital Partners LLC grew its stake in JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after acquiring an additional 5,101 shares in the last quarter. Howard Capital Management Inc. raised its stake 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 valued at $8,308,000 after acquiring an additional 3,976 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services boosted its holdings in shares of JPMorgan Chase & Co. by 18.7% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after purchasing an additional 6,492 shares during the period. Brighton Jones LLC boosted its holdings in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares during the period. Finally, FAS Wealth Partners Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 4.3% in the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after purchasing an additional 1,794 shares during the period. 71.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

JPM has been the topic of several research reports. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Keefe, Bruyette & Woods upped their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. The Goldman Sachs Group restated a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a report on Wednesday, July 22nd. Finally, Wells Fargo & Company upped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $375.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $359.33.

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% 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 sold 13,435 shares of company stock worth $4,353,502 in the last quarter. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Down 0.5%

JPMorgan Chase & Co. stock opened at $363.37 on Friday. The business has a fifty day moving average of $339.11 and a two-hundred day moving average of $315.12. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The firm has a market cap of $965.91 billion, a P/E ratio of 15.57, a P/E/G ratio of 1.50 and a beta of 0.99. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period last year, the business posted $4.96 EPS. The business’s revenue was up 27.7% compared to the same quarter last year. On average, analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan shares reached an all-time high. The milestone reflects continued investor enthusiasm after the bank’s latest earnings beat, which included $6.14 in EPS and $58.02 billion in revenue—well above analyst estimates. The stock is up 5.3% since that report and remains well above its 50-day and 200-day moving averages. JPMorgan reaches all-time high
• Positive Sentiment: Analyst sentiment remains supportive. JPMorgan received a “Moderate Buy” consensus rating, while UBS raised its price target to $400 and Zacks Research upgraded the stock to “Strong Buy.” JPM was also included on Zacks’ list of top-rated income stocks. JPMorgan analyst rating Zacks income stock ranking
• Positive Sentiment: Corporate banking growth is improving. JPMorgan’s Asia-Pacific corporate banking revenue increased more than 20%, helped by AI investment, data-center financing and intra-Asia trade. The trend could support revenue growth into 2027. JPMorgan Asia-Pacific corporate banking growth
• Positive Sentiment: JPMorgan raised its S&P 500 target to 8,000. The bank cited stronger earnings and productive AI investment. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses, although this is not a direct change to JPM’s earnings outlook. JPMorgan raises S&P 500 target
• Neutral Sentiment: Recent institutional activity is mixed. Ballast increased its JPM position, while UMB Bank reduced its holdings by approximately 11%. These disclosed portfolio changes are relatively small compared with JPMorgan’s nearly $1 trillion market value. Ballast JPMorgan purchase
• Negative Sentiment: Macro and regulatory risks remain. CEO Jamie Dimon warned about persistent inflation, leverage and potential market volatility. Separately, political pressure alleging discriminatory banking practices could create reputational or regulatory uncertainty. An executive’s 2,500-share sale under a pre-arranged 10b5-1 plan is a minor additional overhang. Jamie Dimon macroeconomic warning

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.