Apollon Financial LLC Boosts Stake in JPMorgan Chase & Co. $JPM

Apollon Financial LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,253 shares of the financial services provider’s stock after purchasing an additional 1,722 shares during the quarter. Apollon Financial LLC’s holdings in JPMorgan Chase & Co. were worth $3,626,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the third quarter valued at $32,000. Family Legacy Financial Solutions LLC raised its position in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. in the third quarter valued at $35,000. Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. in the fourth quarter valued at $52,000. Finally, Collier Financial purchased a new stake in JPMorgan Chase & Co. in the third quarter valued at $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan reported a strong Q1 (EPS and revenue beat, trading/investment‑banking strength) that underpins near‑term earnings momentum and supports the stock. Read More.
• Positive Sentiment: Evercore raised its price target to $340 (maintained outperform), and other shops have lifted targets after the quarter — analyst upgrades provide upside support. Read More.
• Positive Sentiment: Regulatory overhang reduced after the OCC terminated a March 2024 consent order tied to the bank’s trade‑surveillance program — removes a risk premium and is favorable for confidence in controls. Read More.
• Neutral Sentiment: JPMorgan is active in industry plumbing: it projects CLARITY Act passage progress (positive for crypto services over time) and is a lead underwriter on large IPOs (e.g., Kailera), which are business opportunities but not immediate EPS drivers. Read More. • Read More.
• Negative Sentiment: Management trimmed full‑year net interest income (NII) guidance and cautioned that the stock isn’t cheap, which weakens forward earnings visibility and reduces buyback flexibility — these comments can limit multiple expansion. Read More.
• Negative Sentiment: Significant insider selling (CFO and COO disclosed multi‑thousand‑share sales; broader reports of multiple insiders selling) — trades were reported under Rule 10b5‑1 plans but can still add short‑term selling pressure or negative optics. Read More. • Read More.
• Neutral Sentiment: Macro/regulatory risks remain on management’s radar (geopolitics, energy, deficits). These are background risks investors should monitor but don’t negate the quarter’s strength. Read More.

JPMorgan Chase & Co. Stock Up 0.2%

Shares of NYSE JPM opened at $310.67 on Friday. The stock has a market cap of $833.29 billion, a PE ratio of 14.88, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52-week low of $226.34 and a 52-week high of $337.25. The business has a 50-day moving average price of $298.65 and a 200 day moving average price of $306.76.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The firm 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 revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the firm earned $5.07 EPS. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Analyst Ratings Changes

JPM has been the subject of a number of research reports. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. Evercore raised their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a report on Friday. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $336.16.

Insider Activity

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’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 sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,908 shares of company stock worth $22,065,882 over the last quarter. 0.47% of the stock is owned by insiders.

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.