JPMorgan Chase & Co. $JPM Position Lifted by Independence Bank of Kentucky

Independence Bank of Kentucky boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 93,122 shares of the financial services provider’s stock after acquiring an additional 1,929 shares during the quarter. JPMorgan Chase & Co. comprises 3.5% of Independence Bank of Kentucky’s holdings, making the stock its 4th biggest position. Independence Bank of Kentucky’s holdings in JPMorgan Chase & Co. were worth $27,393,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JPM. OMC Financial Services LTD boosted its holdings in shares of JPMorgan Chase & Co. by 10.0% in the first quarter. OMC Financial Services LTD now owns 11,435 shares of the financial services provider’s stock valued at $3,364,000 after acquiring an additional 1,035 shares during the period. KLCM Advisors Inc. increased its holdings in shares of JPMorgan Chase & Co. by 5.3% in the 1st quarter. KLCM Advisors Inc. now owns 15,496 shares of the financial services provider’s stock valued at $4,558,000 after acquiring an additional 774 shares during the period. Arbor Capital Management Inc. ADV increased its holdings in shares of JPMorgan Chase & Co. by 1.6% in the 1st quarter. Arbor Capital Management Inc. ADV now owns 6,699 shares of the financial services provider’s stock valued at $2,041,000 after acquiring an additional 108 shares during the period. Blodgett Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 2.8% in the 1st quarter. Blodgett Wealth Advisors LLC now owns 10,790 shares of the financial services provider’s stock valued at $3,174,000 after acquiring an additional 297 shares during the period. Finally, Cedar Mountain Advisors LLC raised its position in JPMorgan Chase & Co. by 39.1% in the 1st quarter. Cedar Mountain Advisors LLC now owns 448 shares of the financial services provider’s stock valued at $132,000 after purchasing an additional 126 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $342.74 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market cap of $918.39 billion, a price-to-earnings ratio of 16.41, a price-to-earnings-growth ratio of 1.53 and a beta of 0.99. The firm’s fifty day moving average price is $316.95 and its 200 day moving average price is $309.86. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $344.73.

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 net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 22.82 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were 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 in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares in the company, valued at $10,036,641.58. This represents a 8.52% 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 sold 18,876 shares of company stock valued at $5,907,051 over the last ninety days. Corporate insiders own 0.41% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Evercore reiterated an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Autonomous Res decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Bank of America boosted their price target on JPMorgan Chase & Co. from $362.00 to $408.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Fourteen 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 company presently has a consensus rating of “Hold” and a consensus price target of $348.96.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan posted record quarterly profit and a major earnings beat, fueled by a rebound in dealmaking and very strong trading results. Reuters article
• Positive Sentiment: Investment banking fees and equity trading revenue jumped sharply, reinforcing the view that volatile markets and AI-related capital markets activity are supporting earnings. CNBC article
• Positive Sentiment: Analysts and media coverage highlighted the strong quarter as evidence that JPMorgan remains one of the best-positioned big banks, with expectations for continued dividend growth and solid net interest income. MarketBeat article
• Neutral Sentiment: Management said consumer spending and credit trends remain resilient, suggesting the U.S. economy is still supporting bank fundamentals, but this is more confirmation than a new catalyst. Yahoo Finance article
• Negative Sentiment: Shares gave back some gains because expenses are rising and JPMorgan raised its 2026 cost outlook, which tempered enthusiasm around the earnings beat. Zacks article
• Negative Sentiment: Ongoing scrutiny of Jamie Dimon and JPMorgan’s past ties to Jeffrey Epstein, plus his criticism of regulators, may be adding a small overhang, though it is not the main driver today. Reuters article

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.