Aaron Wealth Advisors LLC Buys 6,657 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Aaron Wealth Advisors LLC increased its stake in JPMorgan Chase by 19.8%, purchasing an additional 6,657 shares to hold 40,218 shares valued at about $12.96 million (roughly 0.7% of its portfolio and its 23rd largest holding).
• JPMorgan topped quarterly EPS estimates, reporting $5.23 EPS vs. $4.93 expected and $45.8 billion revenue (up 7.1% YoY), and declared a quarterly dividend of $1.50 ($6.00 annualized, ~1.9% yield).
• Notable insider selling occurred recently: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.36M) and COO Jennifer Piepszak sold 8,571 shares, with insiders offloading 72,029 shares worth $22.2M in the past three months.

Aaron Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 19.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,218 shares of the financial services provider's stock after purchasing an additional 6,657 shares during the quarter. JPMorgan Chase & Co. makes up about 0.7% of Aaron Wealth Advisors LLC's portfolio, making the stock its 23rd biggest holding. Aaron Wealth Advisors LLC's holdings in JPMorgan Chase & Co. were worth $12,959,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of JPM. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock worth $33,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $35,000. Miller Global Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $52,000. Finally, Collier Financial acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $60,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $309.96 on Monday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $225.00 and a 1 year high of $337.25. The stock has a market capitalization of $831.39 billion, a price-to-earnings ratio of 15.49, a price-to-earnings-growth ratio of 1.54 and a beta of 1.05. The company's 50 day simple moving average is $299.10 and its 200 day simple moving average is $306.82.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts' consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to analysts' expectations of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 EPS. JPMorgan Chase & Co.'s revenue was up 7.1% on a year-over-year basis. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s payout ratio is 29.99%.

Insider Activity at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the business's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares of the company's stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,029 shares of company stock worth $22,195,693 in the last three months. Insiders own 0.47% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on JPM shares. Wolfe Research downgraded JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a report on Wednesday, January 7th. Wells Fargo & Company dropped their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a report on Tuesday, February 17th. Wall Street Zen raised JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a report on Sunday, January 18th. The Goldman Sachs Group lifted their target price on JPMorgan Chase & Co. from $352.00 to $365.00 and gave the stock a "buy" rating in a report on Monday, April 6th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $333.17.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Goldman Sachs raised its price target on JPMorgan and reiterated a buy stance, signaling continued analyst confidence that could support the shares into earnings. Goldman raises JPMorgan target
• Positive Sentiment: JPMorgan participated in financing for a large M&A transaction (Sun Pharma’s bid for Organon), illustrating ongoing investment-banking deal flow and fee opportunities. Strong IB activity would help offset margin pressure elsewhere. Organon buyout financed by JPMorgan
• Positive Sentiment: JPMorgan continues to post top-sector profitability metrics — it ranks among the highest return-on-equity banks — a structural strength investors favor in bank multiples. JPMorgan ROE coverage
• Neutral Sentiment: Analysts and outlets are previewing JPMorgan’s Q1 results (expectations focus on net interest income, trading, and IB fees); the report is the near-term catalyst to watch. TipRanks Q1 preview
• Neutral Sentiment: JPMorgan is set to join the limited group of corporate partners for the 2028 Los Angeles Olympics — a branding/relationship move with limited near-term earnings impact. FT: JPMorgan Olympic sponsor
• Neutral Sentiment: J.P. Morgan Asset Management announced March cash distributions for several ETFs on the TSX — relevant to AM fee flows but not a major stock driver. JPMAM ETF distributions
• Negative Sentiment: Zacks Research downgraded JPMorgan from "strong-buy" to "hold," a direct negative from the sell-side that can pressure sentiment ahead of earnings. Zacks downgrade / TickerReport
• Negative Sentiment: Bloomberg reports that Anthropic’s new AI model prompted an emergency meeting of top bank bosses and regulators to discuss cyber risks — increased regulatory scrutiny and potential remediation costs are a risk factor for large banks including JPMorgan. Anthropic/ emergency banking meeting
• Negative Sentiment: JPMorgan warned oil could test wartime highs if Strait of Hormuz disruptions persist, highlighting macro and market-volatility risks that could hurt credit conditions and trading revenue if sustained. JPM oil risk warning

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.

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