Retirement Planning Group LLC Purchases 5,071 Shares of JPMorgan Chase & Co. $JPM

Retirement Planning Group LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 66.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,734 shares of the financial services provider’s stock after acquiring an additional 5,071 shares during the period. Retirement Planning Group LLC’s holdings in JPMorgan Chase & Co. were worth $4,017,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $26,000. Mizuho Securities Co. Ltd. lifted its position in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares during the last quarter. Family Legacy Financial Solutions LLC boosted its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares in the last quarter. Clarity Asset Management Inc. grew its position in JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the last quarter. Finally, Sagard Holdings Management Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $64,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $303.22 on Friday. The stock has a market cap of $825.44 billion, a price-to-earnings ratio of 15.15, a P/E/G ratio of 1.48 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company’s fifty day moving average is $314.57 and its 200 day moving average is $305.51. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the business earned $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Analyst Ratings Changes

A number of research firms have recently commented on JPM. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft upped their price target on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a report on Tuesday, September 30th. Finally, Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $336.32.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Big‑bank fundamentals remain supportive — the industry recap shows strong Q4 profit results for major banks, helping underpin JPM’s earnings outlook and investor confidence. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Positive Sentiment: Analysts and institutional flows appear resilient — several notes and coverage updates show buy ratings and commentary that JPM can withstand headline noise, which helps limit downside from political/legal stories. JPMorgan Chase Stock (JPM) Defies Trump’s $5B Lawsuit
• Neutral Sentiment: Debt issuance completed — JPM completed $6 billion of public offers, a financing action that is likely routine but worth noting for short‑term balance‑sheet and funding metrics. JPMorgan Chase Issues $6 Billion in New Debt
• Neutral Sentiment: JPMorgan publicly disputes the lawsuit’s merits — the bank issued a statement saying it does not close accounts for political reasons and will defend itself, which should limit immediate reputational escalation. JPMorganChase Statement Regarding President Trump’s Lawsuit
• Neutral Sentiment: Portfolio rebalancing item — JPMorgan no longer reports as a substantial holder in Telix Pharmaceuticals; small housekeeping item without clear impact on JPM’s core operations. JPMorgan Ceases to Be Substantial Holder in Telix Pharmaceuticals
• Negative Sentiment: Major lawsuit filed by former President Trump seeking $5B for alleged “political” debanking — this creates headline and legal risk, potential discovery/regulatory exposure, and political noise; however, analysts note the claim is small relative to JPM’s scale (the amount is a small fraction of annual revenue). Monitor legal filings and any wider regulatory follow‑up. Trump Sues JPMorgan for Closing His Bank Accounts for Political Reasons
• Negative Sentiment: CEO compensation jump to $43M (roughly a 10% increase) may attract governance and political criticism — a near‑term PR negative that could amplify scrutiny given the simultaneous lawsuit naming CEO Jamie Dimon. JPMorgan CEO Jamie Dimon’s pay rises to $43 million in 2025

Insider Buying and Selling

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 15,834 shares of company stock valued at $4,951,910. Insiders own 0.47% of the company’s stock.

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.