JPMorgan Chase & Co. $JPM Shares Purchased by Stephens Inc. AR

Stephens Inc. AR increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.6% in the fourth quarter, Holdings Channel reports. The firm owned 414,791 shares of the financial services provider’s stock after buying an additional 18,052 shares during the period. JPMorgan Chase & Co. comprises 1.7% of Stephens Inc. AR’s investment portfolio, making the stock its 10th largest holding. Stephens Inc. AR’s holdings in JPMorgan Chase & Co. were worth $133,846,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Merrithew & Thorsten Inc acquired a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $40,000. WHI TRUST Co LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $45,000. Cresta Advisors Ltd. purchased a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $48,000. Finally, Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $52,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, COO Jennifer Piepszak sold 9,136 shares of the business’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the business’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at approximately $10,870,263. This represents a 13.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 28,589 shares of company stock valued at $8,747,496. Corporate insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. UBS Group cut their price target on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a research note on Wednesday, May 6th. The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $339.08.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $306.49 on Monday. JPMorgan Chase & Co. has a one year low of $256.00 and a one year high of $337.25. The company has a market cap of $821.25 billion, a PE ratio of 14.68, a P/E/G ratio of 1.49 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The business has a 50-day simple moving average of $300.85 and a 200-day simple moving average of $307.12.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data 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. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the company posted $5.07 earnings per share. The business’s revenue for the quarter was up 10.0% on a year-over-year basis. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is accelerating its push into AI, with Dimon saying the bank will add more AI staff and rely less on traditional banker roles, which could boost productivity and lower operating costs over time. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: Executives said global investment banking and IPO activity remain solid, with stronger deal flow expected in Hong Kong and mainland China, especially in AI and healthcare. JPMorgan’s Foley Sees Strong IPO Growth in HK, China
• Positive Sentiment: JPMorgan launched its Chase digital retail bank in Germany, expanding its consumer footprint in Europe and opening another growth channel. JPMorgan Launches Its German Retail Bank, Aiming for ‘Top’ Rank
• Positive Sentiment: Financial stocks were broadly higher, providing a supportive sector backdrop for JPMorgan shares. Sector Update: Financial Stocks Higher Friday Afternoon
• Neutral Sentiment: Dimon also warned that interest rates could move much higher, which underscores a tougher macro environment even though JPMorgan may benefit from volatility in trading and markets. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Neutral Sentiment: JPMorgan Asset Management disclosed a new stake in Kitron ASA, which appears to be routine portfolio activity rather than a direct driver for JPM stock. JPMorgan Asset Management Takes Notifiable 5.6% Stake in Kitron ASA
• Negative Sentiment: One bearish analysis argued JPMorgan still faces valuation and “capital trap” concerns despite its AI strategy and scale. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)
• Negative Sentiment: JPMorgan is also trying to offload exposure tied to more than $4 billion in private-equity-linked loans, suggesting management is actively managing downside risk in a slower PE funding environment. JPMorgan looks to offload exposure to $4 billion in private equity-linked loans, FT reports

About JPMorgan Chase & Co.

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.