JPMorgan Chase & Co. $JPM Stock Holdings Boosted by Alphinity Investment Management Pty Ltd

Key Points

• Alphinity Investment Management boosted its JPMorgan stake 12.1% in Q4 to 2,217,217 shares (an additional 239,037 shares), making JPMorgan its largest holding at about $714.4 million and ~7.2% of Alphinity's portfolio.
• JPMorgan beat expectations for the quarter with $5.94 EPS vs. $5.50 est. and $50.54B revenue vs. $48.30B, with revenue up 10% year-over-year and return on equity of 17.54%.
• Analyst consensus is a "Moderate Buy" with a $336.16 target (15 Buy, 15 Hold); the stock trades near $313 and pays a $1.50 quarterly dividend ($6.00 annually, ~1.9% yield).

Alphinity Investment Management Pty Ltd grew its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 12.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,217,217 shares of the financial services provider's stock after acquiring an additional 239,037 shares during the quarter. JPMorgan Chase & Co. comprises approximately 7.2% of Alphinity Investment Management Pty Ltd's portfolio, making the stock its biggest position. Alphinity Investment Management Pty Ltd owned approximately 0.08% of JPMorgan Chase & Co. worth $714,432,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. Howard Capital Management Inc. increased its holdings in shares of JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider's stock valued at $8,308,000 after acquiring an additional 3,976 shares during the period. Andra AP fonden increased its holdings in shares of JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock valued at $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. increased its holdings in shares of JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider's stock valued at $2,862,000 after acquiring an additional 3,027 shares during the period. Banco Santander S.A. increased its holdings in shares of JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock valued at $142,767,000 after acquiring an additional 37,550 shares during the period. Finally, Brighton Jones LLC grew its stake in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after buying an additional 4,841 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

JPM has been the topic of several research analyst reports. HSBC dropped their target price on JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a research note on Wednesday, April 1st. Truist Financial boosted their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. Autonomous Res dropped their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research note on Monday, April 6th. Royal Bank Of Canada restated an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Daiwa Securities Group dropped their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 7th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $336.16.

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 5,611 shares of the business's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the transaction, the chief financial officer owned 35,460 shares of the company's stock, valued at $10,870,263. The trade was a 13.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 71,908 shares of company stock worth $22,065,882. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $312.89 on Friday. The stock has a 50-day moving average of $299.19 and a two-hundred day moving average of $307.02. JPMorgan Chase & Co. has a one year low of $248.83 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The stock has a market cap of $839.25 billion, a P/E 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 issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts' consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion during 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.07 EPS. As a group, research analysts predict that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Key JPMorgan Chase & Co. News

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. 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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