Milestone Asset Management LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 62.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 30,339 shares of the financial services provider’s stock after buying an additional 11,654 shares during the period. JPMorgan Chase & Co. comprises approximately 1.8% of Milestone Asset Management LLC’s holdings, making the stock its 14th biggest position. Milestone Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $9,776,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also recently modified their holdings of the business. Juno Financial Group LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $4,951,000. Teacher Retirement System of Texas grew its position in shares of JPMorgan Chase & Co. by 11.1% during the 4th quarter. Teacher Retirement System of Texas now owns 900,668 shares of the financial services provider’s stock valued at $290,213,000 after acquiring an additional 89,896 shares during the period. Trail Ridge Investment Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 1.1% during the 4th quarter. Trail Ridge Investment Advisors LLC now owns 8,742 shares of the financial services provider’s stock valued at $2,817,000 after acquiring an additional 96 shares during the period. Schear Investment Advisers LLC grew its position in shares of JPMorgan Chase & Co. by 1.1% during the 4th quarter. Schear Investment Advisers LLC now owns 13,574 shares of the financial services provider’s stock valued at $4,374,000 after acquiring an additional 143 shares during the period. Finally, Cranbrook Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 13.6% during the 4th quarter. Cranbrook Wealth Management LLC now owns 12,666 shares of the financial services provider’s stock valued at $4,081,000 after acquiring an additional 1,512 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities research analysts have recently commented on JPM shares. Evercore raised their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, April 17th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Finally, Wells Fargo & Company decreased their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $336.16.
JPMorgan Chase & Co. News Roundup
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts’ Target Price for JPMorgan Chase Stock?
- Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
- Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
- Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
- Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says ‘Good Use Cases’ Are Years Away
- Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW’s Mihok as MD in banking team
- Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
- Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A ‘Bond Crisis’ And Even Stagflation Could Be Coming
Insider Buying and Selling at JPMorgan Chase & Co.
In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred 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 transaction, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 5,611 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. This represents a 13.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 71,908 shares of company stock worth $22,065,882. 0.41% of the stock is owned by company insiders.
JPMorgan Chase & Co. Stock Performance
NYSE JPM opened at $312.89 on Monday. The company has a market cap of $839.25 billion, a PE ratio of 14.99, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03. The stock’s 50 day simple moving average is $299.19 and its 200-day simple moving average is $307.06. JPMorgan Chase & Co. has a 1-year low of $248.83 and a 1-year high of $337.25. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter last year, the business posted $5.07 earnings per share. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.
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.
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