Solitude Financial Services Has $4.16 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Solitude Financial Services grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 13.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,592 shares of the financial services provider’s stock after acquiring an additional 1,653 shares during the quarter. JPMorgan Chase & Co. accounts for 1.2% of Solitude Financial Services’ holdings, making the stock its 15th biggest position. Solitude Financial Services’ holdings in JPMorgan Chase & Co. were worth $4,158,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. Roxbury Financial LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% in the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC grew its position in JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after purchasing an additional 32 shares in the last quarter. Rialto Wealth Management LLC grew its position in JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares in the last quarter. Essential Planning LLC. increased its stake in JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after buying an additional 33 shares during the last quarter. Finally, Tevis Investment Management increased its stake in JPMorgan Chase & Co. by 0.8% in the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Autonomous Res lowered their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. The Goldman Sachs Group set a $361.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Finally, Truist Financial boosted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and an average target price of $339.08.

JPMorgan Chase & Co. Stock Up 2.2%

Shares of JPM stock opened at $332.42 on Tuesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm’s 50-day moving average is $309.61 and its 200-day moving average is $307.85. The stock has a market cap of $890.73 billion, a price-to-earnings ratio of 15.92, a PEG ratio of 1.51 and a beta of 1.00. JPMorgan Chase & Co. has a 52-week low of $272.11 and a 52-week high of $338.09.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results 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 business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the company posted $5.07 earnings per share. Sell-side analysts predict that JPMorgan Chase & Co. will post 22.44 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at $10,870,263. The trade was a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the sale, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at $27,590,706.56. The trade was a 9.22% decrease in their position. 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. In the last three months, insiders have sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and described it as one of the highest-quality financial stocks to own, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: JPMorgan-related commentary highlighted the company’s growing use of agentic AI in banking operations, suggesting potential efficiency gains and long-term margin support from automation. Article Title
• Positive Sentiment: Recent background earnings remain strong, with JPMorgan having recently beaten consensus on both EPS and revenue, which continues to underpin investor confidence in the stock.
• Neutral Sentiment: The company’s general counsel sold 5,467 shares under a pre-arranged trading plan; while insider sales can weigh on sentiment, the planned nature of the transaction reduces the likelihood that it signals a negative fundamental change. Article Title
• Neutral Sentiment: Several articles referenced JPMorgan research or executives discussing broader market themes, including institutional rebalancing and rate policy, but these were more market commentary than direct company-specific catalysts.

About JPMorgan Chase & Co.

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.