JPMorgan Chase & Co. $JPM Holdings Trimmed by Asset Planning Services Inc. LA ADV

Asset Planning Services Inc. LA ADV decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,537 shares of the financial services provider’s stock after selling 2,520 shares during the period. JPMorgan Chase & Co. comprises approximately 5.6% of Asset Planning Services Inc. LA ADV’s holdings, making the stock its 3rd largest holding. Asset Planning Services Inc. LA ADV’s holdings in JPMorgan Chase & Co. were worth $12,740,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth $35,000. Miller Global Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $52,000. Finally, Collier Financial purchased a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.6%

JPM opened at $297.21 on Wednesday. The firm has a market cap of $801.58 billion, a price-to-earnings ratio of 14.85, a PEG ratio of 1.41 and a beta of 1.05. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12 month low of $211.00 and a 12 month high of $337.25. The stock has a fifty day moving average price of $298.78 and a 200-day moving average price of $306.88.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company posted $4.81 EPS. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company 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. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on JPM shares. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 1st. HSBC reduced their price target on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a report on Wednesday, April 1st. Robert W. Baird upped their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 4th. Finally, Evercore lowered their price target on shares of JPMorgan Chase & Co. from $350.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus target price of $333.17.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by corporate insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Analysts and models expect JPMorgan to beat or print solid Q1 results; Zacks and other previews say JPM has the ingredients for an earnings beat, supporting buyer interest ahead of the April 14 report. JPMorgan Chase & Co. (JPM) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Goldman Sachs raised its price target on JPM to $365 (buy), a significant bullish signal that can bolster sentiment and buying interest despite other mixed analyst moves. JPMorgan Chase & Co. had its price target raised by The Goldman Sachs Group, Inc. from $352.00 to $365.00
• Positive Sentiment: JPMorgan is piloting JPM Coin for interbank settlements in Argentina — a business/tech win that demonstrates product monetization potential for tokenized deposits and could support future fee or transaction revenue. Argentine banks testing JPMorgan’s JPM Coin to speed up settlements: Report
• Neutral Sentiment: Mixed analyst activity: several firms trimmed price targets (Evercore to $320, Daiwa to $328, Autonomous and others trimmed), while the median 6‑month target remains above the share price; the net effect is divergence among investors but not a clear directional catalyst. Daiwa Securities adjusts PT on JPMorgan Chase Co to $328 from $340
• Neutral Sentiment: JPMorgan disclosed a small (6.1%) stake in Hexagon Composites via its J.P. Morgan Securities PLC arm — a portfolio/investment disclosure that is unlikely to move JPM’s stock materially but signals active principal investing. JPMorgan Discloses 6.1% Stake in Hexagon Composites
• Negative Sentiment: Management warnings: CEO Jamie Dimon’s annual letter flags the Iran war, higher inflation and the prospect of rates staying higher for longer — macro risks that could compress bank margins and lift credit costs, weighing on sentiment. JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets
• Negative Sentiment: Credit exposure actions: JPMorgan has restricted some lending to private credit funds after marking down loans in those portfolios — a direct, operational credit-and-liquidity development that could pressure trading and lending-related revenue. Private Credit Experiencing ‘Growing Pains,’ SLR Capital Partners’ Co-CEO Gross
• Negative Sentiment: Insider activity & executive pay disclosures (large estimated CEO pay and multiple insider sales) can be read negatively by some investors as reduced insider confidence or stock supply into the market. JPMORGAN CHASE & CO ($JPM) Chairman and CEO 2025 Pay Revealed

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.