JPMorgan Chase & Co. $JPM is Live Oak Private Wealth LLC’s 7th Largest Position

Live Oak Private Wealth LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 49,021 shares of the financial services provider’s stock after selling 1,820 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.0% of Live Oak Private Wealth LLC’s portfolio, making the stock its 7th largest holding. Live Oak Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $16,046,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at approximately $27,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. in the 1st quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at approximately $32,000. Osbon Capital Management LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $35,000. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Royal Bank Of Canada increased their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a research note on Wednesday, July 22nd. Morgan Stanley reissued a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Barclays boosted their target price on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. Finally, 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 research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $359.33.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $363.37 on Friday. 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 company has a market capitalization of $965.91 billion, a PE ratio of 15.57, a P/E/G ratio of 1.50 and a beta of 0.99. The firm has a fifty day simple moving average of $339.11 and a two-hundred day simple moving average of $315.12. 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 posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same period in the prior year, the business posted $4.96 earnings per share. The company’s revenue was up 27.7% on a year-over-year basis. Research analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

JPMorgan Chase & Co. News Roundup

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

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred 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 owned 73,547 shares of the company’s stock, valued at $26,580,621.27. The trade was a 3.29% 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. Insiders have sold a total of 13,435 shares of company stock valued at $4,353,502 over the last 90 days. 0.41% of the stock is currently owned by company insiders.

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.