Steadtrust LLC Invests $539,000 in JPMorgan Chase & Co. $JPM

Steadtrust LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,647 shares of the financial services provider’s stock, valued at approximately $539,000.

Several other large investors also recently modified their holdings of JPM. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd bought a new stake in JPMorgan Chase & Co. in the 4th quarter worth about $32,000. MBM Wealth Consultants LLC bought a new position in shares of JPMorgan Chase & Co. in the first quarter valued at approximately $29,000. Osbon Capital Management LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. during the third quarter valued at about $35,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity

In related news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: AI spending could support economic growth. Dimon said hyperscalers’ heavy AI infrastructure spending is likely to pay off, contributing to U.S. GDP growth, job creation and demand for construction materials. Sustained AI-related financing and advisory activity could benefit JPMorgan’s investment banking and commercial businesses. AI spending and Jamie Dimon
• Positive Sentiment: Payments platform gains a new merchant offering. Klarna’s integration with J.P. Morgan Payments is now live in the U.S., allowing merchants to offer installment and flexible-payment options without a separate integration. The deal may strengthen JPMorgan’s payments ecosystem and help retain or attract commerce-platform clients. Klarna integration with J.P. Morgan Payments
• Positive Sentiment: Swift framework expands cross-border payments. JPMorgan and Bank of America have launched Swift’s new payment framework, supporting faster international transfers for U.S. users and reinforcing JPMorgan’s position in global transaction banking. Swift payment framework launch
• Neutral Sentiment: Quarterly filing provides updated disclosure. JPMorgan filed its Form 10-Q for the quarter ended June 30, but the available announcement does not highlight new financial results or material changes. Investors will need to review the filing for details on credit quality, capital, trading performance and expenses. JPMorgan Form 10-Q filing
• Negative Sentiment: Dimon’s leverage warning creates a risk overhang. He said margin debt is at record highs and that hidden borrowing through hedge funds, prime brokerages and leveraged ETFs could trigger a sudden market disruption. He also warned that AI-driven capital demand, geopolitical tensions and fiscal deficits could keep inflation and interest rates elevated, potentially pressuring asset values and trading conditions. Jamie Dimon leverage warning

JPMorgan Chase & Co. Trading Down 0.0%

Shares of NYSE:JPM opened at $357.44 on Monday. The stock’s fifty day moving average price is $334.33 and its 200-day moving average price is $313.41. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market cap of $957.76 billion, a P/E ratio of 15.31, a PEG ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $363.00.

JPMorgan Chase & Co. Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. The Goldman Sachs Group reissued a “buy” rating and set a $418.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Bank of America raised their price target on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Argus lifted their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Truist Financial upped their price target on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research report on Wednesday, July 15th. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price 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.