Dala Group LLC Buys Shares of 8,234 JPMorgan Chase & Co. $JPM

Key Points

• Dala Group LLC initiated a $2.42 million position in JPMorgan Chase during the first quarter by purchasing 8,234 shares. Institutional investors collectively own 71.55% of the bank.
• JPMorgan reported a strong quarter, with EPS of $6.14 exceeding estimates by $0.55 and revenue rising 27.7% year over year to $58.02 billion.
• The bank maintains a Moderate Buy analyst consensus, with an average price target of $358.67, and recently declared a $1.50 quarterly dividend, equivalent to a 1.7% yield.

Dala Group LLC bought a new position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 8,234 shares of the financial services provider's stock, valued at approximately $2,423,000. JPMorgan Chase & Co. comprises about 2.0% of Dala Group LLC's investment portfolio, making the stock its 11th largest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Essential Planning LLC. increased its stake in shares of JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after purchasing an additional 33 shares in the last quarter. Sterling Group Wealth Management LLC grew its holdings in JPMorgan Chase & Co. by 0.8% during the first quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider's stock valued at $1,183,000 after purchasing an additional 33 shares during the period. Vestia Personal Wealth Advisors increased its position in JPMorgan Chase & Co. by 2.7% in the fourth quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider's stock worth $391,000 after buying an additional 34 shares in the last quarter. South Street Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 0.4% in the fourth quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider's stock worth $3,036,000 after buying an additional 34 shares during the period. Finally, Continental Investors Services Inc. lifted its position in shares of JPMorgan Chase & Co. by 4.9% during the 4th quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider's stock valued at $225,000 after buying an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Up 0.4%

NYSE JPM opened at $352.18 on Friday. The stock's 50 day moving average is $328.81 and its 200 day moving average is $311.88. 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 12 month low of $279.10 and a 12 month high of $359.30. The stock has a market cap of $943.68 billion, a PE ratio of 15.09, a P/E/G ratio of 1.45 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly 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. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the prior year, the company posted $4.96 EPS. The firm's revenue for the quarter was up 27.7% compared to the same quarter last year. Research analysts predict that JPMorgan Chase & Co. will post 24.27 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a dividend of $1.50 per share. The ex-dividend date was 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 is currently 25.71%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Bank of America increased their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a "buy" rating in a report on Thursday, July 16th. Barclays lifted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an "overweight" rating in a report on Wednesday, July 15th. Truist Financial upped their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a research report on Wednesday, July 15th. HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research note on Monday, May 4th. Finally, Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and an average target price of $358.67.

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 4,919 shares of the firm's stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares of the company's stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares in the company, valued at approximately $10,036,641.58. This represents a 8.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 18,876 shares of company stock worth $5,907,051. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP
• Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate
• Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis
• Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan
• Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction
• Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning
• Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy

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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