Cliftonlarsonallen Wealth Advisors LLC Grows Position in JPMorgan Chase & Co. $JPM

Cliftonlarsonallen Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 15.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,670 shares of the financial services provider’s stock after purchasing an additional 2,507 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $6,016,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of JPM. Brighton Jones LLC boosted its holdings in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC boosted its holdings in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the period. Ignite Planners LLC boosted its holdings in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares during the period. Jump Financial LLC purchased a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $1,475,000. Finally, Betterment LLC boosted 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 acquiring an additional 425 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $305.99 on Thursday. The stock has a 50-day simple moving average of $298.90 and a 200-day simple moving average of $306.77. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The stock has a market capitalization of $820.72 billion, a PE ratio of 14.65, a PEG ratio of 1.55 and a beta of 1.05. JPMorgan Chase & Co. has a 1 year low of $226.34 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter last year, the business posted $5.07 EPS. On average, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 86,776 shares of company stock worth $26,716,478. Corporate insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on JPM. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Jefferies Financial Group raised their target price on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the company a “hold” rating in a report on Wednesday. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Finally, Autonomous Res lowered their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $335.36.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Q1 beat and record markets/investment‑banking performance — JPM reported stronger‑than‑expected Q1 results (EPS and revenue up ~10%), with record trading revenue that drove net income growth. This explains optimism about JPM’s earnings power. Q1 Results
• Positive Sentiment: Analyst price‑target upgrades provide support — Multiple shops raised targets (Argus to $355, Piper Sandler to $345, Truist to $332), signaling analyst confidence after the quarter. Argus PT Raise
• Positive Sentiment: Dividend increases / preferred dividends declared — JPM increased its common dividend and declared dividends on multiple preferred series, supporting yield‑oriented demand. Preferred Dividends
• Neutral Sentiment: Management flags macro/regulatory risks — CEO Jamie Dimon reiterated that the U.S. consumer and business remain resilient but warned of a “complex set of risks” (geopolitics, energy, deficits). This is background risk rather than an immediate earnings shock. Dimon Risks
• Neutral Sentiment: Annual meeting / investor housekeeping — Shareholders’ virtual annual meeting set for May 19; procedural but relevant for governance watchers. Annual Meeting
• Negative Sentiment: Trimmed NII outlook weighed on the stock — While Q1 beat, management trimmed full‑year net‑interest‑income guidance, which reduced forward earnings visibility and pressured the share price. NII Outlook Trimmed
• Negative Sentiment: Management caution on buybacks / valuation — Jamie Dimon and other execs signaled the stock “isn’t cheap” and suggested restraint on buybacks at high multiples, which can reduce near‑term buyback tailwinds. Buybacks Commentary
• Negative Sentiment: Insider sales and institutional trimming — CFO Jeremy Barnum and COO Jennifer Piepszak disclosed multi‑thousand‑share sales (executed under Rule 10b5‑1 plans) and a fund (Badgley Phelps) reported a material reduction in JPM holdings—these flows can add selling pressure or feed negative sentiment. SEC filing: CFO Sale and fund update: Fund Trim

JPMorgan Chase & Co. Company 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.