Boomfish Wealth Group LLC Boosts Holdings in JPMorgan Chase & Co. $JPM

Boomfish Wealth Group LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 743.1% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 9,131 shares of the financial services provider’s stock after acquiring an additional 8,048 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.4% of Boomfish Wealth Group LLC’s holdings, making the stock its 29th biggest holding. Boomfish Wealth Group LLC’s holdings in JPMorgan Chase & Co. were worth $2,686,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in 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 worth $11,682,000 after purchasing an additional 4,841 shares during the period. Acorns Advisers LLC increased its stake in shares of JPMorgan Chase & Co. by 6.9% in 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 during the period. Ignite Planners LLC increased its stake in shares of JPMorgan Chase & Co. by 0.7% in 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 bought a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $1,475,000. Finally, Betterment LLC raised its holdings in JPMorgan Chase & Co. by 27.5% during the 2nd 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 during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $333.97 on Thursday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. The stock has a market capitalization of $894.88 billion, a P/E ratio of 15.99, a P/E/G ratio of 1.50 and a beta of 0.99. The company’s 50-day moving average is $312.52 and its 200 day moving average is $308.82. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period last year, the business posted $5.07 earnings per share. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 22.75 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan announced a massive $50 billion buyback and a 10% dividend increase after clearing the Fed stress test, signaling strong capital returns and balance-sheet resilience.
• Positive Sentiment: Analysts raised or reaffirmed upbeat views on JPMorgan’s earnings prospects, including an upgrade to Buy and higher forward EPS estimates, which supports the stock’s valuation story.
• Positive Sentiment: The bank continues to benefit from optimism around financials, with strategists arguing that stronger job growth and economic momentum could favor banks in the second half of 2026.
• Neutral Sentiment: JPMorgan publicly backed U.S. crypto legislation while warning that yield-bearing stablecoins need bank-like oversight, highlighting its push to shape regulation rather than directly changing near-term earnings. Article: JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
• Neutral Sentiment: JPMorgan AI chief Teresa Heitsenrether plans to retire at year-end, a leadership change in an important strategic area, but one that appears manageable for now.
• Neutral Sentiment: JPMorgan also appeared in market commentary about broader stock-market valuations and crypto regulation, but those items are more macro-focused than company-specific.
• Negative Sentiment: The stock could face some caution from headlines about the market becoming expensive and from JPMorgan’s warning that weaker oversight in crypto and shadow banking could create future regulatory or reputational risks.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Evercore raised their price target on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a report on Friday, April 17th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Finally, Truist Financial boosted their price target on JPMorgan Chase & Co. from $332.00 to $344.00 and gave the company a “hold” rating in a report on Friday, June 26th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $340.88.

Insider Activity

In related news, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares in the company, valued at $10,870,263. The trade was a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the company’s 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 directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 33,623 shares of company stock worth $10,427,835 in the last quarter. 0.41% of the stock is owned by company 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.