Silicon Valley Capital Partners Sells 6,359 Shares of JPMorgan Chase & Co. $JPM

Silicon Valley Capital Partners decreased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 58.4% during the first quarter, Holdings Channel.com reports. The institutional investor owned 4,528 shares of the financial services provider’s stock after selling 6,359 shares during the quarter. Silicon Valley Capital Partners’ holdings in JPMorgan Chase & Co. were worth $1,332,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Paragon Private Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 8.9% in the 1st quarter. Paragon Private Wealth Management LLC now owns 10,739 shares of the financial services provider’s stock worth $3,159,000 after acquiring an additional 879 shares during the last quarter. Royal Fund Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.9% during the 1st quarter. Royal Fund Management LLC now owns 51,146 shares of the financial services provider’s stock valued at $15,056,000 after purchasing an additional 434 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after purchasing an additional 8,941,351 shares during the last quarter. Hamilton Wealth LLC raised its position in JPMorgan Chase & Co. by 45.2% in the 1st quarter. Hamilton Wealth LLC now owns 6,896 shares of the financial services provider’s stock worth $2,029,000 after purchasing an additional 2,148 shares during the period. Finally, Kensington Investment Counsel LLC raised its position in JPMorgan Chase & Co. by 2.7% in the 1st quarter. Kensington Investment Counsel LLC now owns 27,593 shares of the financial services provider’s stock worth $8,117,000 after purchasing an additional 730 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Higher earnings estimates: Erste Group raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76 and its FY2027 estimate to $24.86 from $24.00. The revisions are above the current consensus estimate of $23.97 for the year. Erste Group raises JPMorgan earnings estimates
• Positive Sentiment: Capital-return outlook remains attractive: JPMorgan plans a 10% dividend increase and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. These measures can enhance per-share earnings and make the stock more appealing to income-focused investors. JPMorgan capital position and shareholder returns
• Positive Sentiment: Strong fundamentals and sector rotation: JPMorgan’s recent quarter produced $6.14 in EPS and approximately $58 billion in revenue, beating expectations by wide margins. Financial stocks have since outperformed as investors moved toward relatively cheaper, defensive companies and banks benefited from investment-banking and AI-financing activity. JPMorgan second-quarter strength
• Neutral Sentiment: JPMorgan Private Bank’s record 10 awards in Asia-Pacific reinforce the firm’s brand and wealth-management franchise, but the recognition is unlikely to materially affect near-term valuation. J.P. Morgan Private Bank awards
• Negative Sentiment: CEO Jamie Dimon’s warnings that markets may be underpricing economic and geopolitical risks could temper enthusiasm and increase volatility. Separately, JPMorgan economists moved their forecast for the next Federal Reserve rate hike to December, citing persistent inflation; higher rates may support interest income but could pressure economic growth and credit quality. Jamie Dimon market warning

JPMorgan Chase & Co. Trading Up 1.7%

NYSE:JPM opened at $350.57 on Friday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $359.30. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86. The company’s 50-day simple moving average is $327.90 and its 200 day simple moving average is $311.59. The firm has a market capitalization of $939.36 billion, a P/E ratio of 15.02, a PEG ratio of 1.42 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the prior year, the company earned $4.96 earnings per share. The business’s revenue was up 27.7% compared to the same quarter last year. As a group, analysts forecast that JPMorgan Chase & Co. will post 24.27 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 25.71%.

Analysts Set New Price Targets

JPM has been the subject of a number of recent research reports. Daiwa Securities Group lowered their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Argus boosted their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Robert W. Baird increased their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Finally, Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $360.00 to $375.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $358.67.

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 4,919 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the transaction, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,876 shares of company stock worth $5,907,051 in the last 90 days. Insiders own 0.41% of the company’s stock.

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.