Hennion & Walsh Asset Management Inc. Purchases 3,471 Shares of JPMorgan Chase & Co. $JPM

Hennion & Walsh Asset Management Inc. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 7.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 47,171 shares of the financial services provider’s stock after buying an additional 3,471 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $15,440,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Sterling Group Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock valued at $1,183,000 after purchasing an additional 33 shares during the period. Vestia Personal Wealth Advisors boosted its position in shares of JPMorgan Chase & Co. by 2.7% during the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after purchasing an additional 34 shares in the last quarter. South Street Advisors LLC grew its stake in JPMorgan Chase & Co. by 0.4% during the fourth quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock worth $3,036,000 after purchasing an additional 34 shares during the period. Continental Investors Services Inc. grew its stake in JPMorgan Chase & Co. by 4.9% during the fourth quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider’s stock worth $225,000 after purchasing an additional 34 shares during the period. Finally, Beacon Financial Advisory LLC increased its holdings in JPMorgan Chase & Co. by 0.3% in the first quarter. Beacon Financial Advisory LLC now owns 11,598 shares of the financial services provider’s stock worth $3,412,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.3%

JPMorgan Chase & Co. stock opened at $357.44 on Friday. The firm has a market capitalization of $957.76 billion, a price-to-earnings ratio of 15.31, a price-to-earnings-growth ratio of 1.47 and a beta of 0.99. The firm’s fifty day moving average price is $334.33 and its two-hundred day moving average price is $313.40. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $363.00. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: AI spending could support economic growth. Dimon said hyperscalers’ heavy AI infrastructure spending is likely to pay off, contributing to U.S. GDP growth, job creation and demand for construction materials. Sustained AI-related financing and advisory activity could benefit JPMorgan’s investment banking and commercial businesses. AI spending and Jamie Dimon
• Positive Sentiment: Payments platform gains a new merchant offering. Klarna’s integration with J.P. Morgan Payments is now live in the U.S., allowing merchants to offer installment and flexible-payment options without a separate integration. The deal may strengthen JPMorgan’s payments ecosystem and help retain or attract commerce-platform clients. Klarna integration with J.P. Morgan Payments
• Positive Sentiment: Swift framework expands cross-border payments. JPMorgan and Bank of America have launched Swift’s new payment framework, supporting faster international transfers for U.S. users and reinforcing JPMorgan’s position in global transaction banking. Swift payment framework launch
• Neutral Sentiment: Quarterly filing provides updated disclosure. JPMorgan filed its Form 10-Q for the quarter ended June 30, but the available announcement does not highlight new financial results or material changes. Investors will need to review the filing for details on credit quality, capital, trading performance and expenses. JPMorgan Form 10-Q filing
• Negative Sentiment: Dimon’s leverage warning creates a risk overhang. He said margin debt is at record highs and that hidden borrowing through hedge funds, prime brokerages and leveraged ETFs could trigger a sudden market disruption. He also warned that AI-driven capital demand, geopolitical tensions and fiscal deficits could keep inflation and interest rates elevated, potentially pressuring asset values and trading conditions. Jamie Dimon leverage warning

Analysts Set New Price Targets

Several equities analysts have issued reports on JPM shares. Truist Financial boosted their price target on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research note on Wednesday, July 15th. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Evercore reiterated an “outperform” rating and issued a $360.00 price objective on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Citigroup boosted their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Finally, Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus price target of $359.33.

JPMorgan Chase & Co. 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.