Hudson Value Partners LLC Buys 1,413 Shares of JPMorgan Chase & Co. $JPM

Hudson Value Partners LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,496 shares of the financial services provider’s stock after buying an additional 1,413 shares during the period. JPMorgan Chase & Co. accounts for 1.4% of Hudson Value Partners LLC’s portfolio, making the stock its 26th biggest holding. Hudson Value Partners LLC’s holdings in JPMorgan Chase & Co. were worth $5,727,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in JPM. Brighton Jones LLC increased its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC lifted its stake in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after buying an additional 100 shares in the last quarter. Ignite Planners LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after buying an additional 78 shares in the last quarter. Jump Financial LLC bought a new position in JPMorgan Chase & Co. in the 2nd quarter worth $1,475,000. Finally, Betterment LLC boosted its holdings in JPMorgan Chase & Co. by 27.5% in the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after buying an additional 425 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.6%

Shares of JPM stock opened at $361.93 on Wednesday. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $363.12. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock’s 50-day moving average price is $336.78 and its 200-day moving average price is $314.23. The stock has a market capitalization of $962.09 billion, a price-to-earnings ratio of 15.51, a price-to-earnings-growth ratio of 1.48 and a beta of 0.99.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 25.71%.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The transaction was disclosed in a legal filing 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, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the transaction, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,435 shares of company stock valued at $4,353,502 in the last 90 days. 0.41% of the stock is currently owned by company insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Analysts raised JPMorgan’s earnings estimates. Erste Group increased its 2026 EPS forecast to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both estimates exceed the current consensus forecast of $24.27, providing a supportive signal for JPM stock. Erste Group earnings estimate report
• Positive Sentiment: JPMorgan is expanding its technology and financing businesses. The bank led a $441 million debt financing for AI infrastructure company Global AI, benefiting from demand for data centers. Separately, its Kinexys blockchain platform is being used for Schroders’ tokenized U.S. dollar money-market fund, representing a move toward commercial adoption of JPMorgan’s digital-asset infrastructure. JPMorgan AI infrastructure debt deal JPMorgan tokenized money-market fund mandate
• Positive Sentiment: JPMorgan raised its year-end S&P 500 target to 8,000. The firm cited stronger corporate earnings and increasingly productive AI investments. The bullish outlook can improve market sentiment and potentially support JPMorgan’s asset-management, investment-banking and trading businesses, although it does not directly change JPM’s earnings forecast. JPMorgan raises S&P 500 target
• Neutral Sentiment: JPMorgan will become the Olympics’ first global banking partner. The agreement covers the 2028 Los Angeles and 2030 French Alps Games and reportedly exceeds $200 million per four-year cycle. It strengthens JPMorgan’s global brand and marketing reach, but the substantial sponsorship cost makes the near-term financial impact uncertain. JPMorgan Olympics partnership
• Neutral Sentiment: Chief Human Resources Officer Robin Leopold sold 2,500 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. The planned nature and relatively small reduction lessen its significance as a bearish signal. JPMorgan insider transaction filing
• Negative Sentiment: CEO Jamie Dimon reiterated macroeconomic warnings. He cautioned that inflation may remain elevated and that excessive margin debt and hidden leverage could amplify a market selloff. Higher-for-longer interest rates and financial-market volatility could weigh on loan demand, credit quality and investor sentiment.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Wells Fargo & Company raised their price target on JPMorgan Chase & Co. from $360.00 to $375.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday, August 5th. Royal Bank Of Canada increased their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Morgan Stanley reissued a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Finally, UBS Group boosted their price target on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $359.33.

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.