Chesley Taft & Associates LLC Increases Stake in JPMorgan Chase & Co. $JPM

Chesley Taft & Associates LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 5.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 176,208 shares of the financial services provider’s stock after buying an additional 9,121 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.2% of Chesley Taft & Associates LLC’s investment portfolio, making the stock its 8th biggest holding. Chesley Taft & Associates LLC’s holdings in JPMorgan Chase & Co. were worth $56,778,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in JPM. Triangle Securities Wealth Management raised its position in JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after buying an additional 3,191 shares during the last quarter. Andra AP fonden lifted its stake in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after acquiring an additional 3,300 shares in the last quarter. Banco Santander S.A. boosted its position in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares during the last quarter. Brighton Jones LLC boosted its position 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 worth $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $11,350,000. Institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,029 shares of company stock worth $22,195,693 over the last ninety days. Company insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on JPM. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Daiwa Securities Group lifted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $336.48.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative,” committing large-scale small-business lending and hiring (including plans to boost small‑business loans and hire more credit officers) — a clear growth push that could expand customer relationships and NII over time. Read More.
• Positive Sentiment: Analyst support lifted sentiment: Barclays reaffirmed a Buy and Piper Sandler reiterated an Overweight, underpinning demand for the stock amid volatile markets. Read More.
• Positive Sentiment: Corporate tech wins — Mitsubishi adoption of JPMorgan’s blockchain/Kinexys payments tech and other partnerships signal higher fee and payments volumes as the platform scales. That supports the bank’s long‑term tech-enabled growth story. Read More.
• Neutral Sentiment: Management is exploring new products — CEO Jamie Dimon said JPMorgan may one day offer regulated prediction‑market style services for non‑political, non‑sports outcomes; conceptually diversifying offerings but still early stage. Read More.
• Neutral Sentiment: Regulatory/portfolio moves: JPM disclosed notifiable stakes and changes in holdings (e.g., Hexagon Composites stake; ceasing to be a substantial holder in IPH Ltd.) — routine for a large bank but worth watching for strategic intent. Read More. Read More.
• Negative Sentiment: Industry deposit pressures and large withdrawals are being reported across banks — that backdrop increases funding and margin risk for lenders, and investors are pricing in elevated deposit/flow volatility. Read More.
• Negative Sentiment: HSBC cut its price target on JPMorgan to $288 (from $319) and moved to a Hold — a sign that some analysts are trimming near‑term expectations amid macro risks. Read More.

JPMorgan Chase & Co. Trading Up 0.4%

NYSE JPM opened at $295.25 on Thursday. The company has a market cap of $796.28 billion, a PE ratio of 14.75, a PEG ratio of 1.40 and a beta of 1.05. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The stock has a 50 day moving average of $299.19 and a 200-day moving average of $307.36.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results 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. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the company earned $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

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.