Sterling Capital Management LLC Acquires 154,398 Shares of JPMorgan Chase & Co. $JPM

Sterling Capital Management LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 188.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 236,535 shares of the financial services provider’s stock after acquiring an additional 154,398 shares during the quarter. JPMorgan Chase & Co. makes up 1.3% of Sterling Capital Management LLC’s investment portfolio, making the stock its 9th largest position. Sterling Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $69,579,000 as of its most recent SEC filing.

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

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares in the company, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the transaction, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 33,623 shares of company stock valued at $10,427,835. Insiders own 0.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on JPM. Daiwa Securities Group reduced their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Evercore upped their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a report on Friday, April 17th. Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Truist Financial lifted their price target on shares of JPMorgan Chase & Co. from $332.00 to $344.00 and gave the stock a “hold” rating in a report on Friday. Finally, Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $340.88.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $326.91 on Wednesday. The stock has a fifty day moving average price of $312.17 and a 200 day moving average price of $308.70. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $343.45. The firm has a market capitalization of $875.96 billion, a P/E ratio of 15.66, a PEG ratio of 1.51 and a beta of 1.00. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion for 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 firm’s quarterly revenue was up 10.0% on a year-over-year basis. During the same period last year, the company earned $5.07 EPS. Equities research analysts anticipate that JPMorgan Chase & Co. will post 22.72 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan announced a $50 billion share buyback and a 10% dividend increase after passing the Federal Reserve’s 2026 stress test, reinforcing the bank’s strong capital position and shareholder-return story. America’s Biggest Banks Passed Their Stress Tests. Now They’re Showering Investors With Cash.
• Positive Sentiment: Several research notes highlighted JPMorgan’s earnings and price momentum, and Zacks upgraded the stock to Buy, signaling optimism about profit trends and near-term upside. JPMorgan Chase & Co. (JPM) Upgraded to Buy: Here’s Why
• Positive Sentiment: Analysts and media coverage also pointed to JPMorgan’s AI leadership and strong strategic positioning, which may support longer-term growth expectations. What a global ranking of banks on AI prowess says about the tech’s ‘flywheel’ effect
• Neutral Sentiment: Reports that JPMorgan is backing the crypto CLARITY Act only with “durable safeguards” suggest it remains engaged in the policy debate, but the stance is more about risk management than a clear earnings catalyst. JPMorgan Says Crypto Regulatory Clarity Matters Only If ‘Paired With Durable Safeguards,’ Flags Stablecoin Yield Risks
• Neutral Sentiment: Coverage of JPMorgan’s succession planning and leadership reshuffle keeps the long-term transition to the post-Dimon era in focus, but it is not an immediate fundamental change. Focus: As JPMorgan succession takes shape, insiders say this time it is for real
• Negative Sentiment: JPMorgan’s name also surfaced in a few cautionary headlines, including a dispute over a wrongful-termination verdict and commentary on potential stablecoin and shadow-banking risks, which may be adding some noise around the stock. JPMorgan Pushes for Reform Following $4 Million Deli Meat Verdict

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.