Beacon Investment Advisory Services Inc. Cuts Position in JPMorgan Chase & Co. $JPM

Beacon Investment Advisory Services Inc. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 225,602 shares of the financial services provider’s stock after selling 15,285 shares during the period. JPMorgan Chase & Co. accounts for about 3.0% of Beacon Investment Advisory Services Inc.’s portfolio, making the stock its 6th biggest position. Beacon Investment Advisory Services Inc.’s holdings in JPMorgan Chase & Co. were worth $72,694,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in JPM. Brighton Jones LLC boosted its position in shares of 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 valued at $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC boosted its position in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC boosted its holdings in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares in the last quarter. Kilter Group LLC bought a new position in JPMorgan Chase & Co. in the second quarter worth approximately $99,000. Finally, Miramar Capital LLC boosted its holdings in JPMorgan Chase & Co. by 1.6% in the second quarter. Miramar Capital LLC now owns 51,267 shares of the financial services provider’s stock worth $14,863,000 after acquiring an additional 807 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Goldman Sachs raised its price target to $365 and reiterated a buy rating — a bullish institutional signal that supports upside expectations for JPM. Goldman Sachs raises PT to $365
• Positive Sentiment: Analysts expect solid Q1 results for big U.S. banks including JPMorgan, and coverage highlighting JPM’s earnings growth and price strength supports investor confidence in the stock’s near-term fundamentals. US banks set to deliver solid first quarter results
• Positive Sentiment: Financial sector stocks are trading higher today, which provides a favorable market backdrop for JPM given its heavyweight role in the sector. Financial stocks higher late afternoon
• Neutral Sentiment: Autonomous Research trimmed its price target to $324 and maintained a neutral rating — a mixed signal that tempers consensus upside but isn’t a sell indicator. Autonomous trims PT to $324
• Neutral Sentiment: JPMorgan notified DroneShield that it has ceased to be a substantial holder — a routine portfolio action with minimal direct impact on JPM’s core business. JPMorgan ceases to be substantial holder in DroneShield
• Negative Sentiment: CEO Jamie Dimon’s annual letter warns the Iran war could push inflation and interest rates higher, and flags geopolitical, AI and private‑credit risks — comments that raise macro uncertainty and could pressure financial multiples if rate-risk and inflation fears intensify. Dimon warns on geopolitical and inflation risks
• Negative Sentiment: SEC filing and Quiver coverage estimate a roughly 7% increase in Jamie Dimon’s 2025 pay and show extensive insider selling over recent months — large insider sales can be interpreted negatively by some investors as reduced insider conviction. Chairman and CEO 2025 pay revealed; insider selling activity

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 in the last three months. Insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Jefferies Financial Group assumed coverage on JPMorgan Chase & Co. in a report on Thursday, March 26th. They issued a “hold” rating and a $310.00 price target on the stock. CICC Research assumed coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, Wells Fargo & Company cut their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $334.21.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of NYSE:JPM opened at $295.66 on Tuesday. The business’s 50 day simple moving average is $298.84 and its two-hundred day simple moving average is $307.00. The firm has a market cap of $797.40 billion, a P/E ratio of 14.78, a PEG ratio of 1.41 and a beta of 1.05. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the company earned $4.81 earnings per share. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

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.