JPMorgan Chase & Co. $JPM Shares Acquired by Kestra Private Wealth Services LLC

Key Points

• Kestra Private Wealth Services LLC raised its stake in JPMorgan Chase by 3.4% in Q4, adding 10,488 shares to hold 315,624 shares worth about $101.7 million, making JPM its 7th-largest holding (~1.3% of the firm's portfolio).
• JPMorgan beat quarterly expectations (EPS $5.94 vs. $5.50; revenue $50.54B, +10% YoY), pays a $1.50 quarterly dividend (2.0% yield), and carries a consensus analyst target of $338.12 with 15 Buy and 15 Hold ratings (average "Moderate Buy").
• Insider selling has been notable recently—79,849 shares (~$24.5M) sold in the last 90 days (insiders own 0.41%)—and the firm faces potential reputational/legal risks from a frozen-payments lawsuit and reported harassment-settlement attempts.

Kestra Private Wealth Services LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 315,624 shares of the financial services provider's stock after buying an additional 10,488 shares during the period. JPMorgan Chase & Co. makes up about 1.3% of Kestra Private Wealth Services LLC's investment portfolio, making the stock its 7th largest holding. Kestra Private Wealth Services LLC's holdings in JPMorgan Chase & Co. were worth $101,700,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Roxbury Financial LLC lifted its position in JPMorgan Chase & Co. by 0.4% in the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock worth $2,581,000 after purchasing an additional 31 shares during the period. Collective Family Office LLC lifted its position in JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock worth $1,076,000 after purchasing an additional 32 shares during the period. Rialto Wealth Management LLC lifted its position in JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after purchasing an additional 33 shares during the period. Essential Planning LLC. lifted its position in JPMorgan Chase & Co. by 2.4% in the fourth 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 during the period. Finally, Granite Group Advisors LLC lifted its position in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock worth $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have weighed in on JPM. Truist Financial upped their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a research report on Wednesday, April 15th. Jefferies Financial Group restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Monday. Argus upped their target price on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research report on Wednesday, April 15th. Wall Street Zen upgraded JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $338.12.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of the company's stock in a transaction 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 in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel 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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 79,849 shares of company stock worth $24,522,956. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. News Summary

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

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $306.44 on Friday. The stock has a market capitalization of $821.10 billion, a P/E ratio of 14.68, a P/E/G ratio of 1.53 and a beta of 1.03. JPMorgan Chase & Co. has a 1 year low of $251.55 and a 1 year high of $337.25. The business's fifty day moving average is $299.69 and its two-hundred day moving average is $307.26. 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 posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analysts' expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm's revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.07 earnings per share. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 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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