First National Bank of Mount Dora Trust Investment Services Boosts Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• First National Bank of Mount Dora increased its JPMorgan stake by 18.7% in the first quarter, adding 6,492 shares for a total of 41,218 shares worth approximately $12.1 million. Institutional investors collectively own 71.55% of JPMorgan stock.
• JPMorgan reported stronger-than-expected quarterly results, with earnings per share of $6.14 versus the $5.59 consensus and revenue of $58.02 billion, up 27.7% year over year.
• The stock was trading near its 12-month high at $352.18, while analysts maintained a generally positive outlook with a “Moderate Buy” consensus and an average price target of $358.67. The company also pays a $1.50 quarterly dividend, equivalent to a 1.7% annual yield.

First National Bank of Mount Dora Trust Investment Services boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 18.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 41,218 shares of the financial services provider's stock after purchasing an additional 6,492 shares during the quarter. JPMorgan Chase & Co. comprises 2.6% of First National Bank of Mount Dora Trust Investment Services' portfolio, making the stock its 7th largest position. First National Bank of Mount Dora Trust Investment Services' holdings in JPMorgan Chase & Co. were worth $12,125,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $27,000. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. during the 1st quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new position in JPMorgan Chase & Co. during the fourth quarter valued at $32,000. Osbon Capital Management LLC purchased a new position in JPMorgan Chase & Co. during the fourth quarter valued at $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. in the third quarter worth $35,000. Institutional investors own 71.55% of the company's stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the company's stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the company's stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the transaction, the chief financial officer owned 32,438 shares in the company, valued at $10,036,641.58. This represents a 8.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 18,876 shares of company stock valued at $5,907,051. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Up 0.1%

JPMorgan Chase & Co. stock opened at $352.18 on Monday. The firm has a market cap of $943.68 billion, a price-to-earnings ratio of 15.09, a PEG ratio of 1.45 and a beta of 0.99. The stock has a fifty day simple moving average of $328.81 and a two-hundred day simple moving average of $311.79. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $359.30. 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. (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. The firm had revenue of $58.02 billion during the quarter, compared to analysts' expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company's revenue was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.96 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 24.27 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. JPMorgan Chase & Co.'s payout ratio is 25.71%.

JPMorgan Chase & Co. News Summary

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

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. Citigroup increased their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a "neutral" rating in a research note on Monday, July 20th. HSBC lifted their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research report on Monday, May 4th. Keefe, Bruyette & Woods upped their price target on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 15th. Evercore reissued an "outperform" rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, Royal Bank Of Canada raised their price objective on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an "outperform" rating in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and a consensus target price of $358.67.

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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