Staley Capital Advisers Inc. Has $135.48 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Staley Capital Advisers Inc. decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.0% during the fourth quarter, HoldingsChannel reports. The firm owned 420,469 shares of the financial services provider’s stock after selling 8,681 shares during the quarter. JPMorgan Chase & Co. makes up about 5.6% of Staley Capital Advisers Inc.’s investment portfolio, making the stock its 4th largest position. Staley Capital Advisers Inc.’s holdings in JPMorgan Chase & Co. were worth $135,484,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the stock. Roxbury Financial LLC increased its stake in JPMorgan Chase & Co. by 0.4% during 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 increased its stake in 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 in the last quarter. Rialto Wealth Management LLC increased its stake in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares in the last quarter. Essential Planning LLC. increased its stake in JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after purchasing an additional 33 shares in the last quarter. Finally, Tevis Investment Management increased its stake in JPMorgan Chase & Co. by 0.8% during the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after purchasing an additional 34 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. UBS Group reduced their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a research note on Wednesday, May 6th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Finally, Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $339.08.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $306.49 on Tuesday. The stock has a 50-day simple moving average of $301.33 and a two-hundred day simple moving average of $307.10. The firm has a market capitalization of $821.25 billion, a P/E ratio of 14.68, a PEG ratio of 1.49 and a beta of 1.03. JPMorgan Chase & Co. has a fifty-two week low of $256.00 and a fifty-two week high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company’s revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $5.07 EPS. On average, equities analysts forecast that JPMorgan Chase & Co. will post 22.43 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory concern and reinforcing confidence in the bank’s capital and resolution planning. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
• Positive Sentiment: The company also declared a quarterly dividend of $1.50 per share, underscoring its strong cash generation and shareholder-return profile, which can support demand from income-focused investors. JPMorgan Chase & Co. (JPM) Declares Quarterly Dividend of $1.50 per Share
• Positive Sentiment: J.P. Morgan Asset Management announced cash distributions for its ETFs, keeping JPMorgan’s asset-management franchise in the spotlight and highlighting steady fee-driven business activity. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Neutral Sentiment: JPMorgan remains a widely watched bank stock, with recent search interest and broader coverage suggesting investors are still focused on its earnings power, valuation, and regulatory posture. Investors Heavily Search JPMorgan Chase & Co. (JPM): Here is What You Need to Know
• Neutral Sentiment: JPMorgan is also drawing attention for its push into security-related sectors and AI-enabled operations, but these longer-term initiatives are unlikely to move the stock sharply in the near term. JPMorgan Chase Targets Security Sectors And AI As Valuation Draws Attention

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 9,136 shares of the firm’s stock in a transaction on 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 sale, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 on 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 sale, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. This represents a 10.54% 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. Over the last 90 days, insiders have sold 28,589 shares of company stock worth $8,747,496. Corporate insiders own 0.41% of the company’s stock.

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.