JPMorgan Chase & Co. $JPM Shares Acquired by Turtle Creek Wealth Advisors LLC

Key Points

• Turtle Creek Wealth Advisors increased its stake in JPMorgan Chase by 6.4% in Q4 to 66,697 shares worth $21,491,000, representing about 1.7% of the firm's portfolio and its ninth-largest holding.
• JPMorgan posted stronger-than-expected Q results—$5.94 EPS vs. $5.50 estimate and $50.54 billion revenue (up 10% year-over-year)—and pays a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield) while continuing strategic investments and share repurchases.
• Institutional investors own roughly 71.6% of JPM stock, analysts show an average rating of "Moderate Buy" with a $336.16 target, and insiders sold shares last quarter (CFO sold 5,611 shares) while insiders overall hold about 0.41%.

Turtle Creek Wealth Advisors LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 6.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 66,697 shares of the financial services provider's stock after buying an additional 4,019 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.7% of Turtle Creek Wealth Advisors LLC's portfolio, making the stock its 9th largest holding. Turtle Creek Wealth Advisors LLC's holdings in JPMorgan Chase & Co. were worth $21,491,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $32,000. Turning Point Benefit Group Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $35,000. Miller Global Investments LLC acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. Collier Financial acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $62,000. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $312.89 on Monday. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a twelve month low of $248.83 and a twelve month high of $337.25. The business has a 50-day moving average price of $299.19 and a 200 day moving average price of $307.06. The firm has a market cap of $839.25 billion, a PE ratio of 14.99, a P/E/G ratio of 1.52 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the business earned $5.07 EPS. JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% compared to the same quarter last year. Sell-side analysts predict that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed 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 1.9%. The ex-dividend date was Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts' Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says 'Good Use Cases' Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW's Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A 'Bond Crisis' And Even Stagflation Could Be Coming

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on JPM shares. Truist Financial boosted their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a report on Wednesday, April 15th. Barclays reissued a "buy" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Argus lifted their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. Finally, HSBC cut their price target on JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating for the company in a research note on Wednesday, April 1st. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $336.16.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the sale, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. The trade was a 13.66% decrease in their position. The transaction was disclosed in a 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, insider Robin Leopold sold 433 shares of the business's stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,908 shares of company stock worth $22,065,882 in the last quarter. Corporate insiders own 0.41% of the company's stock.

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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