JPMorgan Chase & Co. $JPM Shares Purchased by Aberdeen Group plc

Aberdeen Group plc increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,312,440 shares of the financial services provider’s stock after acquiring an additional 4,665 shares during the period. JPMorgan Chase & Co. makes up about 1.2% of Aberdeen Group plc’s portfolio, making the stock its 11th largest holding. Aberdeen Group plc owned 0.08% of JPMorgan Chase & Co. worth $745,114,000 at the end of the most recent quarter.

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

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $297.21 on Wednesday. JPMorgan Chase & Co. has a 52 week low of $211.00 and a 52 week high of $337.25. 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 company has a market capitalization of $801.58 billion, a P/E ratio of 14.85, a P/E/G ratio of 1.41 and a beta of 1.05. The stock’s fifty day moving average is $298.78 and its two-hundred day moving average is $306.88.

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

JPMorgan Chase & Co. Announces Dividend

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

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was 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 in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on JPM. The Goldman Sachs Group lifted their price target on JPMorgan Chase & Co. from $352.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday. Evercore lowered their price target on JPMorgan Chase & Co. from $350.00 to $320.00 and set an “outperform” rating on the stock in a research note on Monday. Truist Financial lowered their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Finally, Jefferies Financial Group began coverage on JPMorgan Chase & Co. in a research note on Thursday, March 26th. They issued a “hold” rating and a $310.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $333.17.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Analysts and models expect JPMorgan to beat or print solid Q1 results; Zacks and other previews say JPM has the ingredients for an earnings beat, supporting buyer interest ahead of the April 14 report. JPMorgan Chase & Co. (JPM) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Goldman Sachs raised its price target on JPM to $365 (buy), a significant bullish signal that can bolster sentiment and buying interest despite other mixed analyst moves. JPMorgan Chase & Co. had its price target raised by The Goldman Sachs Group, Inc. from $352.00 to $365.00
• Positive Sentiment: JPMorgan is piloting JPM Coin for interbank settlements in Argentina — a business/tech win that demonstrates product monetization potential for tokenized deposits and could support future fee or transaction revenue. Argentine banks testing JPMorgan’s JPM Coin to speed up settlements: Report
• Neutral Sentiment: Mixed analyst activity: several firms trimmed price targets (Evercore to $320, Daiwa to $328, Autonomous and others trimmed), while the median 6‑month target remains above the share price; the net effect is divergence among investors but not a clear directional catalyst. Daiwa Securities adjusts PT on JPMorgan Chase Co to $328 from $340
• Neutral Sentiment: JPMorgan disclosed a small (6.1%) stake in Hexagon Composites via its J.P. Morgan Securities PLC arm — a portfolio/investment disclosure that is unlikely to move JPM’s stock materially but signals active principal investing. JPMorgan Discloses 6.1% Stake in Hexagon Composites
• Negative Sentiment: Management warnings: CEO Jamie Dimon’s annual letter flags the Iran war, higher inflation and the prospect of rates staying higher for longer — macro risks that could compress bank margins and lift credit costs, weighing on sentiment. JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets
• Negative Sentiment: Credit exposure actions: JPMorgan has restricted some lending to private credit funds after marking down loans in those portfolios — a direct, operational credit-and-liquidity development that could pressure trading and lending-related revenue. Private Credit Experiencing ‘Growing Pains,’ SLR Capital Partners’ Co-CEO Gross
• Negative Sentiment: Insider activity & executive pay disclosures (large estimated CEO pay and multiple insider sales) can be read negatively by some investors as reduced insider confidence or stock supply into the market. JPMORGAN CHASE & CO ($JPM) Chairman and CEO 2025 Pay Revealed

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.