DZ Bank Reaffirms “Neutral” Rating for JPMorgan Chase & Co. (NYSE:JPM)

JPMorgan Chase & Co. (NYSE:JPM)‘s stock had its “neutral” rating reaffirmed by equities researchers at DZ Bank in a research report issued to clients and investors on Wednesday,MarketScreener reports.

Other equities research analysts have also recently issued reports about the company. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Tuesday. Jefferies Financial Group initiated coverage on JPMorgan Chase & Co. in a report on Thursday, March 26th. They issued a “hold” rating and a $310.00 target price on the stock. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Fifteen 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, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $335.36.

JPMorgan Chase & Co. Trading Up 1.2%

Shares of JPM stock opened at $309.75 on Wednesday. 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 stock’s 50-day moving average price is $298.89 and its 200-day moving average price is $306.79. The stock has a market capitalization of $830.82 billion, a price-to-earnings ratio of 14.83, a price-to-earnings-growth ratio of 1.51 and a beta of 1.05.

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

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction 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. The trade was a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 5,611 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer owned 35,460 shares of the company’s stock, valued at $10,870,263. This trade represents a 13.66% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 71,908 shares of company stock valued at $22,065,882. 0.47% of the stock is owned by company insiders.

Institutional Trading of JPMorgan Chase & Co.

A number of large investors have recently modified their holdings of the company. Smith Salley Wealth Management boosted its holdings in shares of JPMorgan Chase & Co. by 1.7% in the first quarter. Smith Salley Wealth Management now owns 161,087 shares of the financial services provider’s stock valued at $47,385,000 after purchasing an additional 2,733 shares during the period. Sunbeam Capital Management LLC boosted its holdings in shares of JPMorgan Chase & Co. by 4.4% in the first quarter. Sunbeam Capital Management LLC now owns 9,328 shares of the financial services provider’s stock valued at $2,744,000 after purchasing an additional 394 shares during the period. Spectrum Planning & Advisory Services Inc. lifted its holdings in JPMorgan Chase & Co. by 11.3% during the first quarter. Spectrum Planning & Advisory Services Inc. now owns 1,190 shares of the financial services provider’s stock worth $350,000 after buying an additional 121 shares during the period. Center For Asset Management LLC lifted its holdings in JPMorgan Chase & Co. by 1.7% during the first quarter. Center For Asset Management LLC now owns 4,497 shares of the financial services provider’s stock worth $1,323,000 after buying an additional 75 shares during the period. Finally, Evexia Wealth LLC lifted its holdings in JPMorgan Chase & Co. by 3.8% during the first quarter. Evexia Wealth LLC now owns 28,925 shares of the financial services provider’s stock worth $9,073,000 after buying an additional 1,052 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Quarterly beat and strong trading/IB momentum — JPM reported better‑than‑expected Q1 results (EPS and revenue ahead, markets/investment‑banking revenue notably strong), which supports upside in the stock. Q1 Results
• Positive Sentiment: Regulatory relief — The OCC terminated a March 2024 consent order tied to JPM’s trade surveillance program, removing a regulatory overhang. OCC Clearance
• Positive Sentiment: Analyst support — Multiple firms raised price targets (Argus, Piper Sandler, Truist among others) after the quarter, providing buy‑side momentum and validation for the beat. PT Raises
• Neutral Sentiment: Dividend and corporate housekeeping — JPM declared preferred dividends and set its virtual annual meeting date (May 19); supportive for income investors but not a major stock mover. Preferred Dividends
• Neutral Sentiment: Macro/regulatory commentary — Management reiterated macro and geopolitical risks (background uncertainty); relevant for positioning but not an immediate catalyst. Dimon Risks
• Negative Sentiment: Trimmed NII guidance — Management pulled back full‑year net‑interest‑income expectations, which hurts forward earnings visibility and dampens some of the post‑earnings enthusiasm. NII Outlook Trimmed
• Negative Sentiment: Management caution on buybacks/valuation — CEO comments that the stock “isn’t cheap” and signals around moderating buybacks reduce a common support for the share price. Buybacks Commentary
• Negative Sentiment: Insider and institutional selling — Several senior executives (including the CFO and COO) disclosed Rule 10b5‑1 sales and a hedge fund trimmed a sizable stake; such flows can add short‑term selling pressure or feed negative sentiment. CFO Sale Fund Trim

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.