Juno Financial Group LLC Buys New Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Juno Financial Group bought a new stake in JPMorgan Chase, acquiring 15,365 shares in Q4 valued at about $4.95 million, representing 2.0% of Juno's portfolio and the stock's 13th largest holding for the firm.
• Insiders have been net sellers recently: CEO Troy L. Rohrbaugh sold 50,000 shares at an average of $307.11 (~$15.36M), and insiders sold 71,908 shares (~$22.07M) over the past three months, leaving insiders with about 0.41% ownership.
• Analyst sentiment is mixed-to-positive with an average rating of “Moderate Buy” and a $336.16 target (15 Buy, 15 Hold), while JPMorgan beat Q1 estimates with EPS $5.94 vs. $5.50 and revenue $50.54B, up 10% year‑over‑year.

Juno Financial Group LLC bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 15,365 shares of the financial services provider's stock, valued at approximately $4,951,000. JPMorgan Chase & Co. accounts for 2.0% of Juno Financial Group LLC's portfolio, making the stock its 13th biggest holding.

Several other institutional investors also recently bought and sold shares of the stock. Teacher Retirement System of Texas boosted its holdings in JPMorgan Chase & Co. by 11.1% during the 4th quarter. Teacher Retirement System of Texas now owns 900,668 shares of the financial services provider's stock valued at $290,213,000 after acquiring an additional 89,896 shares during the period. Trail Ridge Investment Advisors LLC grew its holdings in JPMorgan Chase & Co. by 1.1% in the 4th quarter. Trail Ridge Investment Advisors LLC now owns 8,742 shares of the financial services provider's stock worth $2,817,000 after acquiring an additional 96 shares during the last quarter. Schear Investment Advisers LLC grew its holdings in JPMorgan Chase & Co. by 1.1% in the 4th quarter. Schear Investment Advisers LLC now owns 13,574 shares of the financial services provider's stock worth $4,374,000 after acquiring an additional 143 shares during the last quarter. Cranbrook Wealth Management LLC grew its holdings in JPMorgan Chase & Co. by 13.6% in the 4th quarter. Cranbrook Wealth Management LLC now owns 12,666 shares of the financial services provider's stock worth $4,081,000 after acquiring an additional 1,512 shares during the last quarter. Finally, Wealth Management Nebraska grew its holdings in JPMorgan Chase & Co. by 24.1% in the 4th quarter. Wealth Management Nebraska now owns 1,533 shares of the financial services provider's stock worth $494,000 after acquiring an additional 298 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred 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 directly owned 61,949 shares of the company's stock, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,908 shares of company stock worth $22,065,882. 0.41% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on JPM. Wells Fargo & Company cut their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a report on Tuesday, February 17th. Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price objective for the company. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Piper Sandler increased their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $336.16.

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. Trading Up 0.1%

NYSE JPM opened at $312.89 on Monday. JPMorgan Chase & Co. has a fifty-two week low of $248.83 and a fifty-two week 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 50 day simple moving average of $299.19 and a two-hundred day simple moving average of $307.06. The stock has a market cap of $839.25 billion, a P/E ratio of 14.99, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping 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 business had revenue of $50.54 billion during the quarter, compared to analysts' expectations of $48.30 billion. During the same quarter last year, the business posted $5.07 EPS. The business's revenue was up 10.0% on a year-over-year basis. On average, analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

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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