Elevated Financial Group LLC Makes New $1.34 Million Investment in JPMorgan Chase & Co. $JPM

Key Points

• Elevated Financial Group LLC established a new stake in JPMorgan Chase, buying 4,157 shares worth about $1.34 million in the fourth quarter, while other institutions also adjusted positions and institutional investors now own 71.55% of the stock.
• JPMorgan beat quarterly expectations with $5.94 EPS and $50.54 billion in revenue, pays a $1.50 quarterly dividend (annualized $6.00, ~2.0% yield), and analyst coverage is split but averages to a Moderate Buy with a mean target of $338.12.

Elevated Financial Group LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 4,157 shares of the financial services provider's stock, valued at approximately $1,339,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Facet Wealth Inc. raised its stake in JPMorgan Chase & Co. by 40.8% during the 4th quarter. Facet Wealth Inc. now owns 8,446 shares of the financial services provider's stock worth $2,540,000 after acquiring an additional 2,448 shares during the period. Axecap Investments LLC raised its stake in JPMorgan Chase & Co. by 6.4% during the 4th quarter. Axecap Investments LLC now owns 12,527 shares of the financial services provider's stock worth $4,036,000 after acquiring an additional 753 shares during the period. Huntleigh Advisors Inc. raised its stake in JPMorgan Chase & Co. by 3.5% during the 4th quarter. Huntleigh Advisors Inc. now owns 19,959 shares of the financial services provider's stock worth $6,431,000 after acquiring an additional 670 shares during the period. Viewpoint Investment Partners Corp raised its stake in JPMorgan Chase & Co. by 4.1% during the 4th quarter. Viewpoint Investment Partners Corp now owns 18,310 shares of the financial services provider's stock worth $5,900,000 after acquiring an additional 720 shares during the period. Finally, High Point Wealth Management LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $573,000. Institutional investors own 71.55% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on JPM. Truist Financial upped their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. Wells Fargo & Company cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a report on Tuesday, February 17th. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Zacks Research lowered shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Wednesday, April 8th. Finally, CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 price objective for the company. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $338.12.

JPMorgan Chase & Co. Trading Down 2.7%

JPM stock opened at $306.44 on Friday. The firm has a fifty day moving average price of $299.69 and a 200 day moving average price of $307.26. JPMorgan Chase & Co. has a fifty-two week low of $251.55 and a fifty-two week high of $337.25. The firm has a market cap of $821.10 billion, a PE ratio of 14.68, a price-to-earnings-growth ratio of 1.53 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 earnings per share. JPMorgan Chase & Co.'s revenue was up 10.0% on a year-over-year basis. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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 of this dividend was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is presently 28.74%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan participated in a cross‑border pilot to settle tokenized U.S. Treasuries in near real‑time with Ripple, Mastercard and Ondo Finance — a concrete step toward fee‑generating blockchain services and faster settlement capabilities. JPMorgan Weighs Tokenized Treasury Pilot
• Positive Sentiment: JPMorgan issued a new series of preferred stock (Series PP, 6.100% fixed‑rate reset) — a capital‑raising move that supports regulatory capital ratios and liquidity positioning. JPMorgan Issues New Series PP Preferred Stock
• Positive Sentiment: Broker commentary remains largely constructive (Barclays reaffirmed Buy; HSBC and others adjusted targets), which can support investor confidence even as price targets shift. HSBC adjusts price target on JPMorgan
• Neutral Sentiment: JPMorgan issued guidance allowing employees to use prediction markets under rules — a governance/policy change that reduces ambiguity but has limited direct near‑term earnings impact. JPMorgan Clears the Way for Employees to Trade on Prediction Markets
• Neutral Sentiment: UBS trimmed its price target slightly (from $380 to $375) — a modest calibration that highlights differing analyst views but leaves consensus still above current levels. UBS adjusts JPMorgan Chase price target
• Negative Sentiment: JPMorgan and Citigroup were sued by Chinese firm HY Energy over frozen payments tied to U.S. sanctions — a legal/regulatory dispute with potential financial and reputational implications for cross‑border payment flows. JPMorgan, Citi Sued for Frozen Payments
• Negative Sentiment: Reporting shows JPMorgan tried to privately settle harassment accusations against an executive — renewed reputational/legal scrutiny that can pressure sentiment and invite regulatory or litigation costs. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: CFO Jeremy Barnum (and other senior execs) executed Rule 10b5‑1 sales in recent days — routine in many cases but sometimes interpreted by markets as signal for caution. Barnum SEC filing

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of the company's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the sale, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. This represents a 9.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the firm's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company's stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 79,849 shares of company stock worth $24,522,956 in the last quarter. Company insiders own 0.41% of the company's stock.

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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