JPMorgan Chase & Co. $JPM Shares Purchased by Clarity Financial LLC

Key Points

• Clarity Financial LLC boosted its stake in JPMorgan Chase by 111.2% to 98,849 shares (worth $31.85 million), making JPM its 10th-largest holding at roughly 2.9% of the firm's portfolio.
• Insider selling activity has risen: Robin Leopold sold 433 shares and CFO Jeremy Barnum sold 5,611 shares (under a Rule 10b5-1 plan), and insiders have sold 71,908 shares (~$22.07 million) over the past three months, leaving insiders with 0.41% ownership.
• JPMorgan beat Q1 estimates with EPS of $5.94 (vs. $5.50 expected) and revenue of $50.54 billion (vs. $48.30 billion), announced a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield), and carries a MarketBeat consensus rating of "Moderate Buy" with a $336.16 price target.

Clarity Financial LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 111.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 98,849 shares of the financial services provider's stock after purchasing an additional 52,037 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.9% of Clarity Financial LLC's holdings, making the stock its 10th biggest position. Clarity Financial LLC's holdings in JPMorgan Chase & Co. were worth $31,851,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in JPM. Brighton Jones LLC lifted its stake in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC lifted its stake in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock worth $379,000 after acquiring an additional 100 shares during the period. Ignite Planners LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after acquiring an additional 78 shares during the period. Jump Financial LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth approximately $1,475,000. Finally, Betterment LLC lifted its stake in shares of JPMorgan Chase & Co. by 27.5% in the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock worth $571,000 after acquiring an additional 425 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 433 shares of the business's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. 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 business's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer owned 35,460 shares in the company, valued at $10,870,263. This represents 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 71,908 shares of company stock valued at $22,065,882 over the last three months. 0.41% of the stock is owned by insiders.

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

JPMorgan Chase & Co. Stock Down 0.1%

NYSE JPM opened at $312.89 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The company's 50 day simple moving average is $299.19 and its 200 day simple moving average is $307.03. JPMorgan Chase & Co. has a 12 month low of $248.83 and a 12 month high of $337.25. The company has a market capitalization of $839.25 billion, a P/E ratio of 14.99, a PEG ratio of 1.53 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the business earned $5.07 earnings per share. The firm's revenue was up 10.0% compared to the same quarter last year. Equities research analysts expect 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 declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were issued a dividend of $1.50 per share. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s payout ratio is currently 28.74%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Jefferies Financial Group upped their price target on shares of JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. HSBC reduced their price target on shares of 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. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and a consensus price target of $336.16.

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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