JPMorgan Chase & Co. $JPM Stock Position Lifted by Curtis Advisory Group LLC

Key Points

• Curtis Advisory Group LLC boosted its stake in JPMorgan Chase by 86.8% to 7,100 shares (valued at $2.288M), and several other institutions also added positions, leaving 71.55% of the stock held by institutional investors.
• Earnings beat: JPMorgan reported Q1 EPS of $5.94 vs. $5.50 expected and revenue of $50.54B vs. $48.30B (up 10% YoY), prompting some analysts (e.g., Evercore) to raise targets and leaving an average analyst target of $336.16 ("Moderate Buy").
• Insiders have sold a total of 71,908 shares worth $22.07M over the past three months, even as the firm declared a $1.50 quarterly dividend ($6.00 annualized, ~1.9% yield; ex-dividend April 6).

Curtis Advisory Group LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 86.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,100 shares of the financial services provider's stock after purchasing an additional 3,300 shares during the quarter. Curtis Advisory Group LLC's holdings in JPMorgan Chase & Co. were worth $2,288,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JPM. Howard Capital Management Inc. increased its stake in shares of JPMorgan Chase & Co. by 18.2% during the fourth 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. Triangle Securities Wealth Management boosted its stake in JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock valued at $8,145,000 after buying an additional 3,191 shares in the last quarter. Newbridge Financial Services Group Inc. grew its holdings in JPMorgan Chase & Co. by 51.7% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider's stock worth $2,862,000 after acquiring an additional 3,027 shares during the period. Andra AP fonden grew its holdings in JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock worth $33,972,000 after acquiring an additional 3,300 shares during the period. Finally, Banco Santander S.A. grew its holdings in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock worth $142,767,000 after acquiring an additional 37,550 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.1%

NYSE:JPM opened at $310.67 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 1-year low of $226.34 and a 1-year high of $337.25. The firm has a market capitalization of $833.29 billion, a price-to-earnings ratio of 14.88, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05. The stock has a fifty day simple moving average of $298.65 and a 200 day simple moving average of $306.67.

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 for the quarter, beating analysts' consensus estimates 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 business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter last year, the company posted $5.07 EPS. JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% on a year-over-year basis. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The stock was 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 owned 61,949 shares in the company, valued at $18,981,173.60. This trade represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the transaction, the chief operating officer owned 90,001 shares of the company's stock, valued at $27,590,706.56. This trade represents a 9.22% 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 a total of 71,908 shares of company stock worth $22,065,882 over the last three months. Company insiders own 0.47% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. HSBC lowered their target price on JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a report on Wednesday, April 1st. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Evercore lifted their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a report on Friday. Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a report on Wednesday, January 7th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company's stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and an average target price of $336.16.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan reported a strong Q1 (EPS and revenue beat, trading/investment‑banking strength) that underpins near‑term earnings momentum and supports the stock. Read More.
• Positive Sentiment: Evercore raised its price target to $340 (maintained outperform), and other shops have lifted targets after the quarter — analyst upgrades provide upside support. Read More.
• Positive Sentiment: Regulatory overhang reduced after the OCC terminated a March 2024 consent order tied to the bank’s trade‑surveillance program — removes a risk premium and is favorable for confidence in controls. Read More.
• Neutral Sentiment: JPMorgan is active in industry plumbing: it projects CLARITY Act passage progress (positive for crypto services over time) and is a lead underwriter on large IPOs (e.g., Kailera), which are business opportunities but not immediate EPS drivers. Read More. • Read More.
• Negative Sentiment: Management trimmed full‑year net interest income (NII) guidance and cautioned that the stock isn't cheap, which weakens forward earnings visibility and reduces buyback flexibility — these comments can limit multiple expansion. Read More.
• Negative Sentiment: Significant insider selling (CFO and COO disclosed multi‑thousand‑share sales; broader reports of multiple insiders selling) — trades were reported under Rule 10b5‑1 plans but can still add short‑term selling pressure or negative optics. Read More. • Read More.
• Neutral Sentiment: Macro/regulatory risks remain on management’s radar (geopolitics, energy, deficits). These are background risks investors should monitor but don’t negate the quarter’s strength. Read More.

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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