Howe & Rusling Inc. Has $60.20 Million Stock Position in JPMorgan Chase & Co. $JPM

Key Points

• Howe & Rusling Inc. increased its JPMorgan stake by 2.1% in the fourth quarter, adding 3,844 shares and bringing its total to 186,831 shares worth about $60.2 million. JPMorgan remains the firm’s second-largest holding and represents roughly 4% of its portfolio.
• JPMorgan reported solid quarterly results, posting EPS of $5.94 versus the $5.50 consensus and revenue of $50.54 billion versus expectations of $48.30 billion. The company also said quarterly revenue rose 10% year over year.
• Shares are near record territory and the outlook remains constructive, with the stock recently up 3.7% to $331.13 and analysts maintaining a consensus Hold rating with an average target price of $339.08. JPM also announced a quarterly dividend of $1.50 per share, payable July 31.

Howe & Rusling Inc. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 186,831 shares of the financial services provider's stock after purchasing an additional 3,844 shares during the quarter. JPMorgan Chase & Co. makes up approximately 4.0% of Howe & Rusling Inc.'s holdings, making the stock its 2nd biggest position. Howe & Rusling Inc.'s holdings in JPMorgan Chase & Co. were worth $60,201,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd bought a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $32,000. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Merrithew & Thorsten Inc bought a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $40,000. Finally, WHI TRUST Co LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $45,000. 71.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s trading desk and broader market commentary point to a “risk-on” move that favors banks, as easing oil shock fears and lower rate-cut expectations support financial stocks. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
• Positive Sentiment: Reports that JPMorgan Chase is planning to expand its Chase digital bank into at least three additional European countries, with France, Spain and Italy among the markets under consideration, suggest a new long-term growth opportunity. JPMorgan mulls Chase expansion into Europe's largest markets, FT reports
• Positive Sentiment: JPMorgan also highlighted that the AI buildout is becoming a major financing opportunity, reinforcing the bank’s role as a key lender and capital markets provider in a large new funding cycle. The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
• Neutral Sentiment: JPMorgan Chase & Co. announced it will host its second-quarter 2026 earnings call on July 14, keeping investors focused on upcoming results but not changing fundamentals by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles noting that JPM has attracted investor attention and is trading near recent highs mainly reflect strong sentiment and momentum rather than new company-specific financial data. JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction on 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 sale, the chief financial officer owned 35,460 shares in the company, valued at $10,870,263. The trade was a 13.66% 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. Insiders have sold a total of 28,589 shares of company stock valued at $8,747,496 over the last quarter. 0.41% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on JPM shares. Jefferies Financial Group restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Dbs Bank upgraded JPMorgan Chase & Co. to a "hold" rating in a research note on Tuesday, May 12th. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Finally, Evercore upped their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a research note on Friday, April 17th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $339.08.

JPMorgan Chase & Co. Stock Up 3.7%

NYSE JPM opened at $331.13 on Wednesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $887.27 billion, a P/E ratio of 15.86, a P/E/G ratio of 1.56 and a beta of 1.00. JPMorgan Chase & Co. has a one year low of $267.80 and a one year high of $337.25. The stock has a 50 day moving average price of $307.51 and a 200-day moving average price of $307.30.

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, beating analysts' consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company's quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company earned $5.07 EPS. As a group, equities analysts predict that JPMorgan Chase & Co. will post 22.4 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.'s dividend payout ratio is currently 28.74%.

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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