2,393 Shares in JPMorgan Chase & Co. $JPM Bought by KERR FINANCIAL PLANNING Corp

KERR FINANCIAL PLANNING Corp bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 2,393 shares of the financial services provider’s stock, valued at approximately $726,000. JPMorgan Chase & Co. makes up approximately 1.0% of KERR FINANCIAL PLANNING Corp’s portfolio, making the stock its 20th largest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JPM. Mizuho Securities Co. Ltd. lifted its holdings 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 valued at $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its stake in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the 3rd quarter worth approximately $35,000. Finally, Collier Financial acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter worth approximately $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have weighed in on JPM. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Robert W. Baird upped their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $340.00.

Insider Activity

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by company insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Proposal to loosen bank capital rules would free up capital for buybacks, dividends and lending, which should boost returns for big banks including JPMorgan. Big Banks Win Big With Proposal to Loosen Capital Rules
• Positive Sentiment: J.P. Morgan Asset Management launched two active Equity Premium Yield ETFs (ROCY, ROCQ), expanding its derivative-income product suite — a potential recurring fee stream. J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq
• Positive Sentiment: New wealth-management push targeting athletes (Athlete Council with high-profile partners) can deepen relationships and generate advisory and deposit flows over time. JPMorganChase Partners With Sports Legends to Help Athletes Master Their Money
• Positive Sentiment: JPMorgan Payments partnered with Mastercard to roll out a virtual card in Europe — product expansion that could boost commercial payments revenue. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Positive Sentiment: JPMorgan is sole mandated lead arranger on a ~$2B loan for Korea Zinc’s U.S. critical-minerals plant — a win for fee income and advisory. Korea Zinc Seeks $2 Billion Loan for US Critical Minerals Plant
• Positive Sentiment: Board declared a $1.50 quarterly dividend (ex-dividend Apr 6) — supports yield-oriented investor appeal and signals capital return commitment. JPMorgan Chase declares $1.50 dividend
• Neutral Sentiment: JPMorgan paused underwriting a $5.3B Qualtrics debt sale after weak demand — highlights episodic stress in syndicated debt markets but limited direct impact on JPM’s core franchise. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Unusually large put-option flow: traders bought ~135,219 puts on JPM (a ~58% rise vs. average), suggesting elevated hedging or bearish bets that can amplify intraday volatility. (internal options flow report)
• Negative Sentiment: JPMorgan strategists cut the S&P 500 year-end target to 7,200, warning that higher oil (and Middle East conflict) could shave corporate earnings — a cautious outlook that can hurt financial-sector sentiment. S&P 500 Price Target Slashed to 7,200 by JPMorgan on Recession Risks
• Negative Sentiment: Rising oil prices and escalating Middle East tensions are prompting investor risk-off that has pressured bank stocks broadly; JPM strategists warn investors may be complacent about the Iran war’s market impact. JPMorgan Strategists Say Investors Are Complacent on Iran War
• Negative Sentiment: Coverage pieces flag JPMorgan’s positioning against private credit and potential friction as that market re-prices — a strategic hedge but one that could get “messy” if stress rises. How JPMorgan Chase Is Betting Against Private Credit and Why It Could Get Messy

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $287.91 on Friday. The stock has a market capitalization of $776.50 billion, a P/E ratio of 14.39, a P/E/G ratio of 1.19 and a beta of 1.06. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a 50 day moving average of $303.18 and a 200-day moving average of $307.94. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $4.81 earnings per share. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

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.