JPMorgan Chase & Co. $JPM Stake Increased by Duncker Streett & Co. Inc.

Duncker Streett & Co. Inc. increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.9% during the fourth quarter, HoldingsChannel reports. The fund owned 49,694 shares of the financial services provider’s stock after buying an additional 3,656 shares during the period. JPMorgan Chase & Co. comprises approximately 2.8% of Duncker Streett & Co. Inc.’s investment portfolio, making the stock its 8th biggest holding. Duncker Streett & Co. Inc.’s holdings in JPMorgan Chase & Co. were worth $16,012,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC boosted its holdings in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares in the last quarter. Ignite Planners LLC grew its position in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after buying an additional 78 shares during the period. Jump Financial LLC acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $1,475,000. Finally, Betterment LLC increased its holdings in JPMorgan Chase & Co. by 27.5% in the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after buying an additional 425 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.7%

Shares of JPMorgan Chase & Co. stock opened at $309.21 on Thursday. JPMorgan Chase & Co. has a 1 year low of $238.43 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The business has a 50 day moving average price of $299.07 and a 200 day moving average price of $306.98. The company has a market capitalization of $829.36 billion, a P/E ratio of 14.81, a P/E/G ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $5.07 EPS. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on JPM shares. Autonomous Res reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $336.16.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Large capital returns and share repurchases remain a tailwind — JPMorgan has been a heavy buyback spender (roughly $27.6B in the prior 12 months) and recently expanded repurchase capacity, supporting EPS and shareholder returns. 5 Stocks with the Biggest Share Buybacks
• Positive Sentiment: Analyst/upside revision to JPM’s own forecast — Erste Group raised its FY2026 EPS estimate for JPMorgan, which signals positive earnings visibility versus Street consensus. Erste Group raises FY2026 EPS estimate
• Positive Sentiment: Large tech & AI investment to boost productivity and future revenue — JPMorgan’s CIO is implementing a $19.8B annual tech/AI budget to reshape workflows across advisory, wealth and engineering teams, which can improve margins and competitive positioning over time. How JPMorgan’s CIO is reshaping work
• Positive Sentiment: Brand and fee-opportunity boost from Olympic partnership — JPMorgan was named a global banking partner for the LA28 Olympics and future Games, a reputational and client-fee opportunity. JPMorgan to become global partner of 2028 Olympics
• Neutral Sentiment: Executive commentary and culture notes are headline-grabbing but not directly market-moving — Jamie Dimon’s remarks on bureaucracy and meeting efficiency highlight management approach but have limited immediate financial impact. Jamie Dimon on bureaucracy
• Neutral Sentiment: Business reorganization: new leaders for biopharma & life-sciences banking — operationally relevant but incremental for near-term stock moves. JPMorgan names new leaders for biopharma banking
• Negative Sentiment: CEO warnings about a potential global bond crisis and a tougher private‑credit downturn are stoking investor fear — Jamie Dimon’s repeated public cautions raise uncertainty about future credit losses and flow of investor capital out of equities. Jamie Dimon warns of ‘bond crisis’
• Negative Sentiment: Rising Treasury yields and Fed dissent risk increase funding/market volatility — a Bloomberg report shows two‑year yields jumped on bets for tighter policy, which can pressure trading revenues and create mark‑to‑market volatility. Treasuries slump as Fed dissents spur wagers
• Negative Sentiment: Global FX and geopolitical risk: a weak yen and heightened market uncertainty could prompt risk-off flows — FX stress and geopolitical jitters increase volatility across JPM’s markets and capital-markets businesses. Yen falls below 160 per dollar

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 9,136 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the transaction, the chief operating officer 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 71,908 shares of company stock valued at $22,065,882. 0.41% of the stock is owned by company insiders.

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.