Navigation Group LLC Acquires New Shares in JPMorgan Chase & Co. $JPM

Navigation Group LLC acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,678 shares of the financial services provider’s stock, valued at approximately $4,024,000. JPMorgan Chase & Co. makes up approximately 0.9% of Navigation Group LLC’s investment portfolio, making the stock its 23rd largest position.

Several other hedge funds have also recently bought and sold shares of the business. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth about $27,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC bought a new position in shares of JPMorgan Chase & Co. in the 1st quarter valued at approximately $29,000. Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction 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 sale, the chief financial officer directly owned 32,438 shares in the company, valued at $10,036,641.58. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the business’s 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 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,876 shares of company stock worth $5,907,051 in the last ninety days. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $338.72 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The business’s 50 day moving average is $319.89 and its two-hundred day moving average is $310.32. The company has a market cap of $907.60 billion, a P/E ratio of 14.51, a P/E/G ratio of 1.52 and a beta of 0.99. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $351.24.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same period in the prior year, the business earned $4.96 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% compared to the same quarter last year. On average, equities analysts expect that JPMorgan Chase & Co. will post 23.38 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business 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 dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on JPM. Daiwa Securities Group decreased their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group restated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $356.38.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: KBW’s Matthew Kelley initiated coverage with a Buy rating and a $384 price target, citing JPMorgan’s strong capital position, diversified revenue streams, and attractive upside potential. Article: Analyst Matthew Kelley Initiates Buy Rating on JPMorgan Chase, Citing Strong Capital Position, Diversified Revenues and Attractive Upside Potential
• Positive Sentiment: Several articles note that JPMorgan shares have been trading near 52-week or all-time highs, reflecting market confidence in the bank’s earnings power and resilience ahead of future results. Article: 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JPM)
• Positive Sentiment: J.P. Morgan research also remains constructive on select beaten-down IPO names and other market opportunities, reinforcing the firm’s image as a leading Wall Street franchise with broad investment-banking reach. Article: J.P. Morgan Says These 2 Beaten-Down IPO Stocks Could Rebound
• Neutral Sentiment: Coca-Cola naming JPMorgan for an India bottler IPO underscores the bank’s continued role in major capital-markets transactions, though the immediate stock impact is likely limited. Article: Coca-Cola appoints JPMorgan, Citi for India bottler IPO, sources say
• Neutral Sentiment: Jamie Dimon warned that markets may be underestimating risk and said he would not buy stocks or Treasurys at current prices; that message may pressure broader sentiment, but it also reflects his usual cautious outlook rather than a JPMorgan-specific problem. Article: Jamie Dimon says markets underestimate risks and he wouldn’t buy stocks or Treasurys at current prices
• Negative Sentiment: Dimon’s repeated warnings about macro and geopolitical risks could make investors more defensive on financials and the broader market if risk appetite fades. Article: Jamie Dimon Says Anthropic’s Mythos Access Debate Is a Warning Sign for AI’s Future

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.