Key Points
- JPMorgan COO Jennifer Piepszak sold 8,571 shares at an average price of $312.79 on Jan. 16 for about $2.68M, reducing her position by 10.77% to 71,027 shares valued at roughly $22.2M.
- JPM beat Q4 expectations, reporting $5.23 EPS versus a $4.93 estimate and revenue of $46.77B (up 7.1% year‑over‑year), with analysts forecasting $18.10 EPS for the current fiscal year.
- JPM declared a $1.50 quarterly dividend (annualized $6.00, yield ~1.9%), ex‑dividend Jan. 6 and payable Jan. 31, while the street consensus rating is "Hold" with a target near $336.32.
JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum sold 2,893 shares of the 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 $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares of the company's stock, valued at $8,350,241.84. This represents a 9.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website.
JPMorgan Chase & Co. Stock Up 1.1%
Shares of NYSE JPM opened at $312.55 on Friday. The company's 50 day moving average price is $315.40 and its 200-day moving average price is $305.19. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 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. The company has a market capitalization of $850.84 billion, a P/E ratio of 15.62, a price-to-earnings-growth ratio of 1.52 and a beta of 1.07.
JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced 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. The business had revenue of $46.77 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 earnings per share. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.
JPMorgan Chase & Co. Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 29.99%.
Analyst Upgrades and Downgrades
Several equities research analysts recently commented on the company. Citigroup raised their target price on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a "neutral" rating in a research note on Wednesday, September 24th. Evercore ISI raised their price objective on shares of JPMorgan Chase & Co. from $309.00 to $330.00 and gave the stock an "outperform" rating in a research report on Tuesday, September 30th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday. Finally, Wall Street Zen cut shares of JPMorgan Chase & Co. from a "hold" rating to a "sell" rating in a report on Saturday, January 10th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $336.32.
Check Out Our Latest Analysis on JPM
Institutional Trading of JPMorgan Chase & Co.
Several hedge funds have recently bought and sold shares of the business. Kingstone Capital Partners Texas LLC grew its holdings in shares of JPMorgan Chase & Co. by 609,867.5% during the second quarter. Kingstone Capital Partners Texas LLC now owns 72,897,211 shares of the financial services provider's stock valued at $21,133,630,000 after buying an additional 72,885,260 shares during the last quarter. Geode Capital Management LLC lifted its position in JPMorgan Chase & Co. by 0.5% in the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider's stock valued at $17,646,506,000 after acquiring an additional 300,160 shares in the last quarter. Norges Bank acquired a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $10,295,209,000. Legal & General Group Plc boosted its stake in JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock valued at $5,964,459,000 after purchasing an additional 607,025 shares during the last quarter. Finally, Laurel Wealth Advisors LLC increased its holdings in JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider's stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares in the last quarter. Institutional investors and hedge funds 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: Piper Sandler raised its price target to $345 and kept an overweight rating, signaling analyst conviction in JPM’s earnings trajectory and supporting the stock’s lift. Piper Sandler raises PT to $345
- Positive Sentiment: Barclays reaffirmed a buy rating on JPM, reinforcing buy‑side support after JPM’s recent results and management commentary. Barclays maintains buy
- Positive Sentiment: JPMorgan formed a new Private Capital Advisory & Solutions team to help clients raise private capital — a strategic move to capture fees in the growing private markets and diversify fee income. Reuters: JPMorgan forms new advisory group
- Positive Sentiment: JPMorgan announced a new quantitative trading unit to boost electronic trading and data‑driven execution — a revenue/efficiency play as electronic markets intensify. Benzinga: JPMorgan forms new quant unit
- Positive Sentiment: Institutional buying: Mn Services disclosed an increase in its JPM position, a sign of institutional confidence and incremental demand for shares. QuiverQuant: Fund adds JPM shares
- Positive Sentiment: Goldman announced the sale/transition of its Apple Card business to JPMorgan — a strategic consumer‑banking acquisition that expands JPM’s card/consumer franchise (integration execution will matter). MarketBeat: Goldman Q4 / Apple Card transition
- Neutral Sentiment: JPMorgan research flagged potential industry shifts — e.g., Schwab weighing distribution fees for ETF issuers (a ~$500M addressable figure) — highlighting JPM’s influential research but not directly altering JPM’s near‑term earnings. Benzinga: Active ETFs face cost pressure
- Neutral Sentiment: JPMorgan has publicly cautioned about yield‑bearing stablecoins and crypto that mimic bank functions — a stance that signals regulatory engagement and caution as banks and crypto converge; this is industry‑level context rather than a direct earnings swing. Cointelegraph: Banks vs crypto tension
- Negative Sentiment: Sector valuation and policy overhangs are pressuring bank stocks after earnings—reports cite a pullback in large banks on valuation and concerns such as a proposed credit‑card rate cap, which would weigh on card income if enacted. That risk is a near‑term headwind for JPM and peers. MarketBeat: Bank stocks fall after earnings
- Negative Sentiment: Some commentators argue JPM’s current share price leaves limited margin for error, noting the stock may be “steep” for new entries after recent gains — an outlook that could cap further near‑term upside absent clear beats. Seeking Alpha: JPM price too steep
About JPMorgan Chase & Co.
(
Get Free Report)
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.
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