22,514 Shares in JPMorgan Chase & Co. $JPM Acquired by Markowski Investments

Key Points

• Markowski Investments acquired 22,514 JPMorgan shares worth approximately $7.37 million in the second quarter, making JPMorgan 1.6% of its portfolio. Institutional investors collectively own 71.55% of the company.
• JPMorgan reported strong quarterly results, with earnings of $6.14 per share and revenue of $58.02 billion, exceeding analyst expectations. The bank also raised its quarterly dividend to $1.65 per share, or $6.60 annually.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and an average price target of $363.29, although shares recently fell 1.8% and face risks from commercial real estate exposure and artificial intelligence disrupting banking distribution.

Markowski Investments bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 22,514 shares of the financial services provider's stock, valued at approximately $7,370,000. JPMorgan Chase & Co. comprises about 1.6% of Markowski Investments' investment portfolio, making the stock its 21st largest holding.

Other hedge funds have also bought and sold shares of the company. Fidelis Capital Partners LLC raised its stake in shares of JPMorgan Chase & Co. by 7.9% in the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider's stock worth $22,580,000 after purchasing an additional 5,101 shares during the last quarter. E Fund Management Co. Ltd. boosted its position in JPMorgan Chase & Co. by 7.1% in the second quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider's stock valued at $9,805,000 after buying an additional 1,973 shares during the last quarter. Edmond DE Rothschild Holding S.A. boosted its position in JPMorgan Chase & Co. by 4.6% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider's stock valued at $112,485,000 after buying an additional 15,017 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services increased its holdings in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider's stock worth $12,125,000 after buying an additional 6,492 shares during the period. Finally, FAS Wealth Partners Inc. increased its holdings in JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider's stock worth $12,804,000 after buying an additional 1,794 shares during the period. Institutional investors and hedge funds own 71.55% of the company's stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: HSBC raised its JPMorgan price target to $377 from $369 while maintaining a Hold rating, implying potential upside from the current level. HSBC Adjusts Price Target on JPMorgan Chase
• Positive Sentiment: JPMorgan Asset Management is planning a $20 billion partnership with Qatar Investment Authority, including management of approximately $15 billion by JPMorgan. The agreement could strengthen the bank’s global asset-management franchise and generate longer-term fee revenue. JPMorgan’s QIA Partnership
• Positive Sentiment: JPMorgan strategists said the technology sell-off has run its course in many areas and identified several large technology stocks as attractively valued. This could support investment-banking, markets, and asset-management activity if technology sentiment improves. JPMorgan Technology Strategy
• Neutral Sentiment: JPMorgan is reportedly considering a roughly $3.8 billion construction loan for an Extell condominium tower. The potential transaction would be sizable, but it also exposes the bank to commercial real-estate and project-specific credit risk. JPMorgan Extell Construction Loan
• Negative Sentiment: JPMorgan’s shares underperformed the broader market during the latest session, reflecting investor caution despite the higher HSBC target. Commentary also highlighted risks that agentic artificial intelligence could weaken banks’ control over valuable customer traffic and financial-service distribution. Why JPMorgan Dipped More Than the Broader Market

JPMorgan Chase & Co. Stock Down 1.8%

Shares of NYSE JPM opened at $336.92 on Tuesday. The stock has a market cap of $895.59 billion, a PE ratio of 14.44, a P/E/G ratio of 1.41 and a beta of 0.98. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The company has a 50-day moving average of $353.72 and a 200 day moving average of $326.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analysts' expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business's revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.96 EPS. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 24.3 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be paid a dividend of $1.65 per share. This represents a $6.60 annualized dividend and a yield of 2.0%. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.'s payout ratio is 25.71%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Wells Fargo & Company raised their price target on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a research report on Friday, August 14th. Bank of America upped their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a report on Thursday, July 16th. Jefferies Financial Group reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Friday. HSBC boosted their target price on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a "hold" rating in a research note on Monday. Finally, Keefe, Bruyette & Woods lifted their price objective on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an "outperform" rating in a report on Wednesday, July 15th. Sixteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $363.29.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

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