Clear Trail Advisors LLC Invests $17.62 Million in JPMorgan Chase & Co. $JPM

Clear Trail Advisors LLC bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 54,671 shares of the financial services provider’s stock, valued at approximately $17,616,000. JPMorgan Chase & Co. accounts for 4.1% of Clear Trail Advisors LLC’s investment portfolio, making the stock its 6th biggest position.

A number of other large investors also recently made changes to their positions in JPM. Roxbury Financial LLC increased its stake in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after buying an additional 31 shares during the period. Collective Family Office LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after buying an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares in the last quarter. Finally, TradeWell Securities LLC. increased its holdings in JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after buying an additional 34 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity

In other news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was 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 in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. Insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on JPM. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Daiwa Securities Group increased their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $338.70.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group slightly raised its FY2026 EPS estimate for JPMorgan, a signal that some sell‑side forecasts are moving higher and supporting forward earnings expectations. Erste raises FY2026 EPS
• Positive Sentiment: JPMorgan is launching a private‑credit fund that permits 7.5% redemptions — a product push that can expand fee income and AUM, showing the bank is innovating its asset‑management offerings. JPMorgan Plans Private Credit Fund
• Positive Sentiment: Jefferies initiated coverage with a “Hold” and $310 price target—provides a baseline analyst view implying modest upside from current levels. Jefferies starts coverage
• Neutral Sentiment: JPMorgan is conducting large corporate bond underwriting and lending activity (including a widely noted $8B bond sale tied to the EA buyout and a $3.25B credit line extended to Robinhood) — these deals add fee and interest income but expose the bank to underwriting/credit market volatility. JPMorgan launches $8B bond sale Robinhood credit line
• Neutral Sentiment: Market commentary from JPMorgan (Dimon and research notes) highlights big thematic risks and opportunities—AI disruption, a dash‑to‑cash by investors, and tactical views on Bitcoin vs. metals—informing sentiment but not an immediate earnings shock. Jamie Dimon on AI Investors move back to cash
• Negative Sentiment: An investor group (Scott+Scott) is investigating JPMorgan’s directors and officers for alleged fiduciary breaches — litigation/governance risk tends to weigh on bank shares when raised publicly. Investor alert – Scott+Scott probe
• Negative Sentiment: J.P. Morgan strategists warn of a sequential crude‑supply shock from Strait of Hormuz disruptions that could push oil higher in April—higher oil risks inflation, squeezes consumer demand and corporate margins, and is a headwind for banks via market volatility and loan stress. Map shows crude supply risk
• Negative Sentiment: Financial sector weakness (XLF and bank peers off) is pressuring JPM shares as investors de‑risk the space ahead of earnings season and amid rate/inflation uncertainty. Financial stocks decline

JPMorgan Chase & Co. Trading Down 1.3%

Shares of JPM stock opened at $291.56 on Friday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a market cap of $786.34 billion, a PE ratio of 14.57, a price-to-earnings-growth ratio of 1.22 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50 day moving average is $300.65 and its two-hundred day moving average is $307.64.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the company earned $4.81 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

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.