Empirical Financial Services LLC d.b.a. Empirical Wealth Management Buys 5,713 Shares of JPMorgan Chase & Co. $JPM

Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 81,399 shares of the financial services provider’s stock after acquiring an additional 5,713 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in JPMorgan Chase & Co. were worth $26,228,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Legal & General Group Plc raised its stake in shares of JPMorgan Chase & Co. by 3.3% in the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after acquiring an additional 607,025 shares during the last quarter. Fisher Asset Management LLC raised its stake in shares of JPMorgan Chase & Co. by 2.3% in the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Invesco Ltd. raised its stake in shares of JPMorgan Chase & Co. by 2.3% in the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after acquiring an additional 322,735 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of JPMorgan Chase & Co. by 1.0% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after acquiring an additional 76,413 shares during the last quarter. Finally, Boston Partners raised its stake in shares of JPMorgan Chase & Co. by 2.3% in the third quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock worth $2,360,045,000 after acquiring an additional 168,184 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on JPM. Daiwa Securities Group boosted their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. HSBC dropped their target price on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a research note on Wednesday, April 1st. Wells Fargo & Company dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and fourteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $334.21.

Insider Buying and Selling

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of NYSE JPM opened at $295.66 on Tuesday. The stock has a market cap of $797.40 billion, a P/E ratio of 14.78, a P/E/G ratio of 1.41 and a beta of 1.05. The firm has a 50 day moving average price of $298.84 and a 200 day moving average price of $307.00. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $4.81 earnings per share. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Goldman Sachs raised its price target to $365 and reiterated a buy rating — a bullish institutional signal that supports upside expectations for JPM. Goldman Sachs raises PT to $365
• Positive Sentiment: Analysts expect solid Q1 results for big U.S. banks including JPMorgan, and coverage highlighting JPM’s earnings growth and price strength supports investor confidence in the stock’s near-term fundamentals. US banks set to deliver solid first quarter results
• Positive Sentiment: Financial sector stocks are trading higher today, which provides a favorable market backdrop for JPM given its heavyweight role in the sector. Financial stocks higher late afternoon
• Neutral Sentiment: Autonomous Research trimmed its price target to $324 and maintained a neutral rating — a mixed signal that tempers consensus upside but isn’t a sell indicator. Autonomous trims PT to $324
• Neutral Sentiment: JPMorgan notified DroneShield that it has ceased to be a substantial holder — a routine portfolio action with minimal direct impact on JPM’s core business. JPMorgan ceases to be substantial holder in DroneShield
• Negative Sentiment: CEO Jamie Dimon’s annual letter warns the Iran war could push inflation and interest rates higher, and flags geopolitical, AI and private‑credit risks — comments that raise macro uncertainty and could pressure financial multiples if rate-risk and inflation fears intensify. Dimon warns on geopolitical and inflation risks
• Negative Sentiment: SEC filing and Quiver coverage estimate a roughly 7% increase in Jamie Dimon’s 2025 pay and show extensive insider selling over recent months — large insider sales can be interpreted negatively by some investors as reduced insider conviction. Chairman and CEO 2025 pay revealed; insider selling activity

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.