LGL Partners LLC Acquires New Position in JPMorgan Chase & Co. $JPM

Posted by Linda Flegge on Jun 4th, 2026

LGL Partners LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,091 shares of the financial services provider’s stock, valued at approximately $674,000. JPMorgan Chase & Co. makes up about 0.3% of LGL Partners LLC’s investment portfolio, making the stock its 29th largest position.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. in the third quarter worth approximately $35,000. Merrithew & Thorsten Inc bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth approximately $40,000. WHI TRUST Co LLC bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth approximately $45,000. Cresta Advisors Ltd. bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth approximately $48,000. Finally, Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth approximately $52,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $301.06 on Thursday. The stock has a 50 day moving average of $303.16 and a two-hundred day moving average of $306.39. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12 month low of $260.31 and a 12 month high of $337.25. The company has a market capitalization of $806.70 billion, a P/E ratio of 14.42, a P/E/G ratio of 1.47 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion during 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 company’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the company earned $5.07 EPS. As a group, equities analysts expect that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid 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 is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

More JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan is helping arrange a roughly $1 billion financing package for Transportadora de Gas del Sur’s Vaca Muerta project in Argentina, reinforcing the bank’s role in large-scale global lending and fee-generating deals. Santander, JPMorgan to Back $1 Billion TGS Vaca Muerta Financing
Positive Sentiment: CEO Jamie Dimon plans to discuss SpaceX’s upcoming IPO with JPMorgan’s ultra-wealthy clients, which highlights the bank’s access to major investment-banking opportunities and affluent customer relationships. JPMorgan’s Dimon to discuss SpaceX IPO roadshow with ultra-rich clients, Bloomberg News reports
Positive Sentiment: JPMorgan continues to be cited as a defensive, diversified financial stock as investors look beyond the AI trade, supporting the view that it remains a core large-cap banking name. Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification
Neutral Sentiment: JPMorgan expanded its 2030 fixed-to-floating notes offering with a $500 million public deal, reflecting active funding management but not a major surprise for investors. JPMorgan Chase Expands 2030 Fixed-to-Floating Notes Offering
Neutral Sentiment: JPMorgan also drew attention for CEO Jamie Dimon’s comments about a possible large acquisition and the bank’s push into Europe and crypto-related policy debate, but these are longer-term strategic themes rather than immediate catalysts. JPMorgan Weighs US$20b Deal While Expanding In Europe And Crypto Debate
Negative Sentiment: More broadly, financial stocks sold off in late-afternoon trading, which likely pressured JPMorgan shares along with the rest of the sector. Sector Update: Financial Stocks Decline Late Afternoon
Negative Sentiment: JPMorgan’s public criticism of the CLARITY Act and broader crypto regulation debate could create some headline risk, though the direct stock impact appears limited for now. CLARITY Act At The Center Of Latest Political Clash: Sen. Lummis Hits Back At JPMorgan CEO

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, 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 transaction, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Jennifer Piepszak sold 9,136 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the sale, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 28,589 shares of company stock worth $8,747,496. Corporate insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of several recent research reports. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Evercore boosted their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. UBS Group decreased their target price on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Finally, Autonomous Res decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Fourteen 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 stock has a consensus rating of “Hold” and an average target price of $339.08.

Read Our Latest Stock Analysis on JPM

JPMorgan Chase & Co. Company Profile

(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.