MSA Advisors LLC Has $8.94 Million Stake in JPMorgan Chase & Co. $JPM

MSA Advisors LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 11.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 30,400 shares of the financial services provider's stock after purchasing an additional 3,050 shares during the period. JPMorgan Chase & Co. accounts for about 2.7% of MSA Advisors LLC's investment portfolio, making the stock its 9th biggest position. MSA Advisors LLC's holdings in JPMorgan Chase & Co. were worth $8,942,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $27,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at $32,000. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at about $29,000. Osbon Capital Management LLC bought a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $35,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. in the third quarter worth about $35,000. Institutional investors own 71.55% of the company's stock.

Analyst Ratings Changes

A number of research firms have commented on JPM. Bank of America raised their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a research report on Thursday, July 16th. HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a "hold" rating in a research note on Monday, May 4th. Truist Financial boosted their price objective on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a research note on Wednesday, July 15th. Wells Fargo & Company increased their target price on JPMorgan Chase & Co. from $360.00 to $375.00 and gave the company an "overweight" rating in a research report on Wednesday, July 15th. Finally, The Goldman Sachs Group reissued a "buy" rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and a consensus target price of $358.67.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Large capital-return program supports the stock. JPMorgan plans to increase its dividend by 10% and authorized a new $50 billion share-repurchase program, supported by record earnings, excess capital and a resilient balance sheet. JPMorgan's Robust Capital Position Fuels Higher Shareholder Returns
• Positive Sentiment: Analyst earnings expectations moved higher. Erste Group raised its FY2027 EPS forecast for JPMorgan to $24.86 from $24.00, above the current full-year consensus estimate of $23.97. The upgrade follows JPMorgan’s strong quarterly results, including $6.14 in EPS and $58.02 billion in revenue. JPMorgan EPS Estimate Increase
• Neutral Sentiment: Recent gains were interrupted. Reports noted that JPMorgan ended a six-session winning streak, suggesting some profit-taking after the stock approached its one-year high. This appears to reflect near-term positioning rather than a deterioration in the bank’s operating results. JPMorgan Snaps Six Straight Sessions of Gains
• Negative Sentiment: Dimon’s caution is weighing on sentiment. The CEO said he would not currently buy U.S. stocks or long-duration Treasurys because markets may be underpricing geopolitical and economic risks. His warning reinforces concerns that investors have become too comfortable despite elevated valuations. Jamie Dimon Says Market Risks Are Bigger Than Other People Think
• Negative Sentiment: AI-financing risks are pressuring bank stocks. JPMorgan and other major banks have funded the rapid AI infrastructure buildout, raising concerns about potential credit losses or weaker returns if AI-related valuations and investment plans falter. Worries About AI Drag Bank Stocks Lower

Insider Activity

In related news, COO Jennifer Piepszak sold 4,919 shares of the company's stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the transaction, the chief operating officer directly owned 85,082 shares of the company's stock, valued at $26,326,072.44. This represents a 5.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares of the company's stock, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,876 shares of company stock valued at $5,907,051 over the last ninety days. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Trading Down 3.3%

Shares of NYSE:JPM opened at $345.49 on Thursday. The business's 50-day moving average is $326.95 and its 200 day moving average is $311.44. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $359.30. The firm has a market capitalization of $925.74 billion, a P/E ratio of 14.80, a P/E/G ratio of 1.49 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts' consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same quarter in the previous year, the firm earned $4.96 earnings per share. The company's revenue was up 27.7% on a year-over-year basis. On average, research analysts predict that JPMorgan Chase & Co. will post 23.97 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 25.71%.

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.

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.