Greenberg Financial Group Buys Shares of 3,043 JPMorgan Chase & Co. $JPM

Greenberg Financial Group bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,043 shares of the financial services provider’s stock, valued at approximately $981,000.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its position in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $52,000. Finally, Collier Financial bought a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $60,000. Institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were 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. This trade represents a 13.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 86,776 shares of company stock worth $26,716,478. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 1.7%

Shares of JPM stock opened at $305.99 on Thursday. JPMorgan Chase & Co. has a 12-month low of $226.34 and a 12-month high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The firm’s 50 day moving average is $298.90 and its 200 day moving average is $306.77. The stock has a market capitalization of $820.72 billion, a P/E ratio of 14.65, a P/E/G ratio of 1.55 and a beta of 1.05.

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

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. 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 currently 29.99%.

Analyst Ratings Changes

JPM has been the subject of several analyst reports. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Jefferies Financial Group raised their price target on shares of JPMorgan Chase & Co. from $310.00 to $320.00 and gave the company a “hold” rating in a research report on Wednesday. Piper Sandler raised their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday. Autonomous Res reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Finally, Daiwa Securities Group reduced their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $335.36.

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.