Lee Danner & Bass Inc. Boosts Stock Holdings in JPMorgan Chase & Co. $JPM

Lee Danner & Bass Inc. lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,502 shares of the financial services provider’s stock after buying an additional 2,613 shares during the quarter. Lee Danner & Bass Inc.’s holdings in JPMorgan Chase & Co. were worth $10,150,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at $32,000. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at about $52,000. Collier Financial bought a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at about $60,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth about $62,000. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Truist Financial boosted their price objective on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Piper Sandler increased their target price 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. HSBC raised their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday. Daiwa Securities Group decreased their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Finally, Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $338.12.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan participated in a cross‑border pilot to settle tokenized U.S. Treasuries in near real‑time with Ripple, Mastercard and Ondo Finance — a concrete step toward fee‑generating blockchain services and faster settlement capabilities. JPMorgan Weighs Tokenized Treasury Pilot
• Positive Sentiment: JPMorgan issued a new series of preferred stock (Series PP, 6.100% fixed‑rate reset) — a capital‑raising move that supports regulatory capital ratios and liquidity positioning. JPMorgan Issues New Series PP Preferred Stock
• Positive Sentiment: Broker commentary remains largely constructive (Barclays reaffirmed Buy; HSBC and others adjusted targets), which can support investor confidence even as price targets shift. HSBC adjusts price target on JPMorgan
• Neutral Sentiment: JPMorgan issued guidance allowing employees to use prediction markets under rules — a governance/policy change that reduces ambiguity but has limited direct near‑term earnings impact. JPMorgan Clears the Way for Employees to Trade on Prediction Markets
• Neutral Sentiment: UBS trimmed its price target slightly (from $380 to $375) — a modest calibration that highlights differing analyst views but leaves consensus still above current levels. UBS adjusts JPMorgan Chase price target
• Negative Sentiment: JPMorgan and Citigroup were sued by Chinese firm HY Energy over frozen payments tied to U.S. sanctions — a legal/regulatory dispute with potential financial and reputational implications for cross‑border payment flows. JPMorgan, Citi Sued for Frozen Payments
• Negative Sentiment: Reporting shows JPMorgan tried to privately settle harassment accusations against an executive — renewed reputational/legal scrutiny that can pressure sentiment and invite regulatory or litigation costs. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: CFO Jeremy Barnum (and other senior execs) executed Rule 10b5‑1 sales in recent days — routine in many cases but sometimes interpreted by markets as signal for caution. Barnum SEC filing

JPMorgan Chase & Co. Trading Down 2.7%

Shares of JPM opened at $306.44 on Friday. The firm’s 50 day simple moving average is $299.69 and its 200 day simple moving average is $307.26. The company has a market capitalization of $821.10 billion, a P/E ratio of 14.68, a P/E/G ratio of 1.53 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $251.55 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $5.07 EPS. Sell-side analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were given a $1.50 dividend. The ex-dividend date was Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 28.74%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 79,849 shares of company stock valued at $24,522,956 in the last three months. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. 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.