Kingswood Wealth Advisors LLC Increases Stake in JPMorgan Chase & Co. $JPM

Key Points

• Kingswood Wealth Advisors raised its stake in JPMorgan by 39.4%, adding 17,303 shares to hold 61,254 shares valued at $19.74 million, equal to about 1.0% of Kingswood's portfolio and JPM's 17th-largest position for the firm.
• JPMorgan beat quarterly expectations with $5.94 EPS (vs. $5.50 est.) and $50.54 billion revenue (vs. $48.30B est.), and paid a $1.50 quarterly dividend (annualized $6.00, ~1.9% yield).
• The stock carries a consensus "Moderate Buy" target of $336.16 (15 Buy, 15 Hold) amid mixed analyst target changes, heavy institutional ownership (~71.6%), and recent insider selling activity.

Kingswood Wealth Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 39.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 61,254 shares of the financial services provider's stock after acquiring an additional 17,303 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.0% of Kingswood Wealth Advisors LLC's portfolio, making the stock its 17th biggest position. Kingswood Wealth Advisors LLC's holdings in JPMorgan Chase & Co. were worth $19,737,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Roxbury Financial LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock worth $2,581,000 after acquiring an additional 31 shares during the period. Collective Family Office LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock worth $1,076,000 after acquiring an additional 32 shares during the period. Rialto Wealth Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after acquiring an additional 33 shares during the period. Essential Planning LLC. raised its holdings in shares of JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after acquiring an additional 33 shares during the period. Finally, Granite Group Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock worth $3,253,000 after acquiring an additional 34 shares during the period. Hedge funds and other institutional investors own 71.55% of the company's stock.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. HSBC reduced their price target 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. Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Autonomous Res reduced their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a report on Monday, April 6th. Truist Financial lifted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a report on Wednesday, April 15th. Finally, CICC Research began coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price objective on the stock. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and a consensus target price of $336.16.

JPMorgan Chase & Co. Stock Down 0.1%

Shares of JPM opened at $312.89 on Friday. The firm 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. has a 12-month low of $248.83 and a 12-month high of $337.25. The company's 50-day moving average price is $299.19 and its 200 day moving average price is $307.02. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. JPMorgan Chase & Co.'s revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the firm earned $5.07 EPS. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Key Stories 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

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares of the company's stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The shares were 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 directly owned 35,460 shares of the company's stock, valued at approximately $10,870,263. This represents a 13.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,908 shares of company stock worth $22,065,882 in the last 90 days. Insiders own 0.41% of the company's stock.

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.

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.