JPMorgan Chase & Co. $JPM Shares Bought by Global Frontier Investments LLC

Key Points

• Global Frontier Investments LLC raised its stake in JPMorgan Chase by 13.2% in Q3 to 429,000 shares (worth $135.32M), making JPMorgan its largest holding at about 26.1% of the fund.
• Company insiders have been net sellers recently — over the last three months insiders sold 71,596 shares valued at roughly $22.07M, including recent sales by Robin Leopold and General Counsel Stacey Friedman.
• JPMorgan declared a quarterly dividend of $1.50 (annualized $6.00), with an ex-dividend/record date of April 6 and payment on April 30, implying a yield of about 2.1%.

Global Frontier Investments LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 13.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 429,000 shares of the financial services provider's stock after purchasing an additional 50,000 shares during the quarter. JPMorgan Chase & Co. comprises approximately 26.1% of Global Frontier Investments LLC's investment portfolio, making the stock its biggest holding. Global Frontier Investments LLC's holdings in JPMorgan Chase & Co. were worth $135,319,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. during the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC raised its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after buying an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider's stock valued at $32,000 after buying an additional 90 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. in the third quarter worth about $35,000. Finally, Collier Financial purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the firm's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the transaction, the insider owned 65,353 shares of the company's stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, 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 three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Trading Up 0.3%

JPMorgan Chase & Co. stock opened at $286.88 on Wednesday. The stock has a 50-day moving average price of $304.81 and a 200 day moving average price of $308.22. The company has a market capitalization of $773.72 billion, a price-to-earnings ratio of 14.34, a price-to-earnings-growth ratio of 1.18 and a beta of 1.06. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 EPS. JPMorgan Chase & Co.'s quarterly revenue was up 7.1% on a year-over-year basis. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is 29.99%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on JPM shares. Robert W. Baird upped their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a "neutral" rating in a report on Wednesday, March 4th. The Goldman Sachs Group lifted their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a "buy" rating in a research note on Monday, January 26th. TD Cowen reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price target for the company. Finally, Weiss Ratings reiterated a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $340.00.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

JPMorgan Chase & Co. Company 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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