Milestone Asset Management LLC Raises Position in JPMorgan Chase & Co. $JPM

Key Points

• Milestone Asset Management raised its stake in JPMorgan Chase by 62.4% in Q4 to 30,339 shares worth about $9.78 million, representing roughly 1.8% of its portfolio and the firm's 14th-largest holding.
• Notable insider selling occurred recently: COO Jennifer Piepszak sold 9,136 shares (via a Rule 10b5‑1 plan) and company insiders sold a total of 71,908 shares worth about $22.07 million over the past three months.
• JPMorgan beat Q1 estimates with EPS of $5.94 and revenue of $50.54 billion, declared a quarterly dividend of $1.50 ($6.00 annualized, ~1.9% yield), and holds a consensus "Moderate Buy" with an average price target of $336.16.

Milestone Asset Management LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 62.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,339 shares of the financial services provider's stock after purchasing an additional 11,654 shares during the period. JPMorgan Chase & Co. makes up about 1.8% of Milestone Asset Management LLC's portfolio, making the stock its 14th biggest holding. Milestone Asset Management LLC's holdings in JPMorgan Chase & Co. were worth $9,776,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in JPM. Legal & General Group Plc raised its stake in JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock worth $5,964,459,000 after acquiring an additional 607,025 shares during the last quarter. Fisher Asset Management LLC raised its stake in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider's stock worth $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Invesco Ltd. raised its stake in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider's stock worth $4,622,675,000 after acquiring an additional 322,735 shares during the last quarter. Boston Partners raised its stake in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider's stock worth $2,360,045,000 after acquiring an additional 168,184 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. raised its stake in JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider's stock worth $2,147,894,000 after acquiring an additional 31,421 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the sale, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. This represents a 9.22% 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 three months. Company insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $312.89 on Monday. The business's 50-day moving average is $299.19 and its two-hundred day moving average is $307.06. The company has a market capitalization 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. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. JPMorgan Chase & Co. has a fifty-two week low of $248.83 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings results 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. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 10.0% compared to the same quarter last year. During the same period last year, the firm earned $5.07 EPS. Research analysts predict that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. HSBC reduced their target price on 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. Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a research note on Wednesday, January 14th. Daiwa Securities Group reduced their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a research note on Tuesday, April 7th. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Zacks Research lowered JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 8th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $336.16.

More 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. Company 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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