Caprock Group LLC Has $33.51 Million Position in JPMorgan Chase & Co. $JPM

Key Points

• Caprock Group LLC raised its stake in JPMorgan Chase by 13.9% in Q4 to 104,005 shares worth $33,513,000, making JPM its 25th-largest holding (0.7% of Caprock's portfolio).
• JPMorgan beat expectations for the quarter with $5.94 EPS (vs. $5.50 est.) and revenue of $50.54 billion (up 10% year-over-year), and analysts’ consensus rating is a "Moderate Buy" with an average price target of $336.16.
• Company insiders sold a total of 71,908 shares (about $22.07 million) in the past three months while JPMorgan paid a quarterly dividend of $1.50 (annualized $6.00, ~1.9% yield) and continues share repurchases.

Caprock Group LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 13.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 104,005 shares of the financial services provider's stock after purchasing an additional 12,732 shares during the period. JPMorgan Chase & Co. makes up 0.7% of Caprock Group LLC's portfolio, making the stock its 25th biggest position. Caprock Group LLC's holdings in JPMorgan Chase & Co. were worth $33,513,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of JPM. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. during the 4th quarter valued at about $52,000. Collier Financial acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Finally, Decker Retirement Planning Inc. lifted its position in shares of JPMorgan Chase & Co. by 56.3% in the third quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock worth $74,000 after purchasing an additional 85 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Analysts Set New Price Targets

Several analysts recently commented on JPM shares. Daiwa Securities Group decreased their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a report on Tuesday, April 7th. TD Cowen reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Piper Sandler boosted their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an "overweight" rating in a report on Wednesday, April 15th. Finally, Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $336.16.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $312.89 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The firm has a market cap of $839.25 billion, a PE ratio of 14.99, a PEG ratio of 1.52 and a beta of 1.03. The firm's 50 day moving average price is $299.19 and its 200 day moving average price is $307.02. JPMorgan Chase & Co. has a twelve month low of $248.83 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the firm posted $5.07 earnings per share. The company's revenue for the quarter was up 10.0% compared to the same quarter last year. As a group, research analysts expect that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were issued a $1.50 dividend. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is currently 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts' Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says 'Good Use Cases' Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW's Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A 'Bond Crisis' And Even Stagflation Could Be Coming

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, the general counsel directly owned 61,949 shares of the company's stock, valued at $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of the firm's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. 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. Insiders sold a total of 71,908 shares of company stock valued at $22,065,882 in the last three months. 0.41% of the stock is currently owned by company insiders.

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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