25,495 Shares in JPMorgan Chase & Co. $JPM Acquired by Beacon Harbor Wealth Advisors Inc.

Key Points

• Beacon Harbor Wealth Advisors disclosed a new first-quarter position in JPMorgan Chase, buying 25,495 shares valued at about $7.5 million.
• Institutional ownership remains heavy, with several large funds adding to JPM, and about 71.55% of the stock now held by institutional investors and hedge funds.
• Wall Street remains broadly constructive: JPMorgan has a Moderate Buy consensus rating, with 15 Buy ratings and an average price target of $354.42.

Beacon Harbor Wealth Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 25,495 shares of the financial services provider's stock, valued at approximately $7,500,000.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Norges Bank purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth $11,396,496,000. Cardano Risk Management B.V. boosted its holdings in JPMorgan Chase & Co. by 889.3% in the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider's stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares during the last quarter. Danske Bank A S purchased a new stake in JPMorgan Chase & Co. in the third quarter valued at $696,885,000. American Assets Investment Management LLC grew its position in JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider's stock worth $728,024,000 after purchasing an additional 2,081,800 shares during the period. Finally, Viking Global Investors LP grew its position in JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on JPM shares. The Goldman Sachs Group reissued a "buy" rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday. Morgan Stanley reaffirmed a "positive" rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday. Autonomous Res reduced their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating for the company in a research report on Monday, April 6th. Piper Sandler boosted their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an "overweight" rating in a report on Wednesday, April 15th. Finally, UBS Group upped their price objective on JPMorgan Chase & Co. from $375.00 to $384.00 and gave the stock a "buy" rating in a research report on Tuesday, July 7th. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $354.42.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. 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 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business's stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares of the company's stock, valued at approximately $13,547,031.53. The trade was a 11.78% 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 quarter, insiders have sold 18,876 shares of company stock valued at $5,907,051. 0.41% of the stock is owned by company insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan posted record Q2 results, with EPS and revenue both beating estimates by a wide margin as trading and investment banking surged, reinforcing the bullish case for the stock. JPMorganChase Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Analysts raised price targets after the earnings beat, suggesting Wall Street sees more upside if JPMorgan continues generating above-average profitability. These Analysts Raise Their Forecasts On JPMorgan Following Better-Than-Expected Q2 Earnings
• Positive Sentiment: The company raised its 2026 net interest income outlook, signaling that core lending earnings may stay strong even after the headline earnings beat. JPMorgan Chase, Stock Of The Day, Rises In Buy Zone: Next AI Winner?
• Positive Sentiment: Momentum around the stock has also been boosted by talk that JPMorgan is approaching a $1 trillion market value, a major milestone that reflects investor confidence in its earnings power and leadership. Dimon-led JPMorgan poised to become world's first $1 trillion bank

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $346.77 on Thursday. The stock has a market capitalization of $929.17 billion, a price-to-earnings ratio of 14.86, a PEG ratio of 1.56 and a beta of 0.99. The stock has a 50-day moving average of $317.58 and a 200 day moving average of $309.98. 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. has a twelve month low of $279.10 and a twelve month high of $351.24.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.'s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period last year, the company earned $5.07 earnings per share. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 22.82 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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 given a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 25.71%.

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.

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