AK Global Asset Management LLC Makes New Investment in JPMorgan Chase & Co. $JPM

Key Points

• AK Global Asset Management LLC acquired a new position of 8,625 shares in JPMorgan Chase & Co., valued at about $2.78 million and representing roughly 2.4% of the fund’s portfolio as its 10th largest holding.
• JPMorgan beat Q1 expectations with $5.94 EPS and $50.54B revenue driven by record trading and investment‑banking strength, raised its quarterly dividend to $1.50 (~7%), but trimmed full‑year net interest income guidance and flagged macro and regulatory risks.

AK Global Asset Management LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 8,625 shares of the financial services provider's stock, valued at approximately $2,779,000. JPMorgan Chase & Co. makes up approximately 2.4% of AK Global Asset Management LLC's investment portfolio, making the stock its 10th largest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Triangle Securities Wealth Management raised its holdings in JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock worth $8,145,000 after acquiring an additional 3,191 shares during the period. Andra AP fonden raised its holdings in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock worth $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. raised its holdings in JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider's stock worth $2,862,000 after acquiring an additional 3,027 shares during the period. Banco Santander S.A. raised its holdings in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock worth $142,767,000 after acquiring an additional 37,550 shares during the period. Finally, Brighton Jones LLC raised its holdings in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on JPM. Weiss Ratings reiterated a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a report on Sunday, January 18th. Piper Sandler reiterated an "overweight" rating and issued a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a report on Monday, March 30th. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a report on Wednesday, January 7th. Finally, Evercore dropped their target price on shares of JPMorgan Chase & Co. from $350.00 to $320.00 and set an "outperform" rating on the stock in a report on Monday, April 6th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $333.00.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Q1 beat and strong top-line: JPM reported better‑than‑expected Q1 revenue and EPS, with net income of $16.5B and revenue around $50.5B — the beat underpins earnings quality and shows resiliency across businesses. JPMorganChase Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Record trading & investment-banking strength: Markets and IB revenues surged (trading produced the biggest quarterly haul), which materially lifted profitability and offsets weaker pockets of the business. JPMorgan profits surge to $16.5bn in second-best quarter on record
• Positive Sentiment: Shareholder return: JPM raised the quarterly dividend ~7% (to $1.50), supporting income investors and signaling confidence in capital position. JPMorgan Chase Raises Dividend 7.1% And Stock Has Room To Run
• Neutral Sentiment: Policy stance — backing less frequent reporting: JPM publicly supported the Trump administration’s proposal to end mandatory quarterly reports, a move framed as reducing regulatory burden but with uncertain market/flow implications. JPMorgan throws its weight behind Trump administration's push to scrap quarterly reporting
• Neutral Sentiment: Digital strategy: Management is expanding blockchain/tokenization efforts (Onyx/JPM Coin, tokenized money‑market products) — long‑term strategic upside but not an immediate earnings driver. JPMorgan Deepens Blockchain Bet As Tokenization Meets Valuation Opportunity
• Negative Sentiment: Trimmed NII outlook and guidance caution: Management trimmed the full‑year NII view and emphasized the many inputs that will affect profitability (rates, deposits, loan mix), which dented forward expectations. That guidance cut is a primary reason shares pulled back despite the beat. JPMorgan's markets and investment banking revenue surge, but here's why the stock is pulling back
• Negative Sentiment: Management warnings on risks: CEO Jamie Dimon flagged geopolitical, energy‑price and fiscal‑deficit risks — investor caution increases around macro sensitivity and potential headwinds to consumer and credit trends. J.P. Morgan Sees Resiliency in U.S. Economy Despite Iran War
• Negative Sentiment: Regulatory/crypto concern flagged by CFO: JPM’s CFO warned stablecoins could create regulatory arbitrage if rules aren’t harmonized — potential headwind for crypto initiatives and regulatory oversight risk. JPMorgan CFO Flags Regulatory Arbitrage Risks From Stablecoins
• Negative Sentiment: Insider selling and market reaction: notable insider sales and a pre/early‑session pullback despite the beat have added near‑term selling pressure; monitor flows and institutional positioning. JPMorgan Chase Stock (JPM) Opinions on Q1 Earnings Beat

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 2,892 shares of the company's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the sale, the chief financial officer owned 23,804 shares of the company's stock, valued at $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company's stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 over the last 90 days. Company insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $311.16 on Wednesday. The firm's 50-day moving average is $299.12 and its 200-day moving average is $306.78. JPMorgan Chase & Co. has a 52-week low of $226.34 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market cap of $834.60 billion, a price-to-earnings ratio of 15.55, a PEG ratio of 1.56 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the previous year, the firm posted $5.07 EPS. The business's revenue was up 10.0% compared to the same quarter last year. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

About JPMorgan Chase & Co.

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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