Oak Thistle LLC Has $1.82 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Oak Thistle LLC increased its stake in JPMorgan Chase by 344.3%, adding 4,366 shares to hold 5,634 shares worth about $1.82 million.
• JPMorgan beat Q1 estimates with EPS of $5.94 and revenue of $50.54 billion, raised its quarterly dividend to $1.50, but trimmed its full‑year NII outlook and warned of macro and regulatory risks.
• The stock carries a consensus analyst rating of Hold with a $333 average price target, institutional investors own about 71.6% of shares, and insiders have sold roughly 72,029 shares in the last 90 days.

Oak Thistle LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 344.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,634 shares of the financial services provider's stock after purchasing an additional 4,366 shares during the quarter. Oak Thistle LLC's holdings in JPMorgan Chase & Co. were worth $1,815,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in JPM. Brighton Jones LLC lifted its holdings in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after purchasing an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its holdings in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock valued at $379,000 after purchasing an additional 100 shares during the last quarter. Ignite Planners LLC lifted its holdings in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock valued at $3,185,000 after purchasing an additional 78 shares during the last quarter. Jump Financial LLC acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $1,475,000. Finally, Betterment LLC lifted its holdings in shares of JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock worth $571,000 after buying an additional 425 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on JPM. Zacks Research downgraded JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Wednesday, April 8th. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a report on Tuesday. Evercore dropped their target price on JPMorgan Chase & Co. from $350.00 to $320.00 and set an "outperform" rating for the company in a report on Monday, April 6th. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 target price for the company. Finally, Barclays reissued a "buy" rating on shares of JPMorgan Chase & Co. in a report on Tuesday. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Hold" and a consensus price target of $333.00.

JPMorgan Chase & Co. Stock Down 0.8%

Shares of NYSE JPM opened at $311.16 on Wednesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $226.34 and a 52 week high of $337.25. The stock has a market capitalization of $834.60 billion, a P/E ratio of 15.55, a PEG ratio of 1.56 and a beta of 1.05. The stock's fifty day moving average is $299.12 and its 200 day moving average is $306.78.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts' consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $50.54 billion for the quarter, compared to analysts' expectations of $48.30 billion. During the same quarter last year, the business earned $5.07 earnings per share. JPMorgan Chase & Co.'s revenue 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 fiscal 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 presently 29.99%.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Q1 beat and strong top-line: JPM reported better‑than‑expected Q1 revenue and EPS, with net income of $16.5B and revenue around $50.5B — the beat underpins earnings quality and shows resiliency across businesses. JPMorganChase Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Record trading & investment-banking strength: Markets and IB revenues surged (trading produced the biggest quarterly haul), which materially lifted profitability and offsets weaker pockets of the business. JPMorgan profits surge to $16.5bn in second-best quarter on record
• Positive Sentiment: Shareholder return: JPM raised the quarterly dividend ~7% (to $1.50), supporting income investors and signaling confidence in capital position. JPMorgan Chase Raises Dividend 7.1% And Stock Has Room To Run
• Neutral Sentiment: Policy stance — backing less frequent reporting: JPM publicly supported the Trump administration’s proposal to end mandatory quarterly reports, a move framed as reducing regulatory burden but with uncertain market/flow implications. JPMorgan throws its weight behind Trump administration's push to scrap quarterly reporting
• Neutral Sentiment: Digital strategy: Management is expanding blockchain/tokenization efforts (Onyx/JPM Coin, tokenized money‑market products) — long‑term strategic upside but not an immediate earnings driver. JPMorgan Deepens Blockchain Bet As Tokenization Meets Valuation Opportunity
• Negative Sentiment: Trimmed NII outlook and guidance caution: Management trimmed the full‑year NII view and emphasized the many inputs that will affect profitability (rates, deposits, loan mix), which dented forward expectations. That guidance cut is a primary reason shares pulled back despite the beat. JPMorgan's markets and investment banking revenue surge, but here's why the stock is pulling back
• Negative Sentiment: Management warnings on risks: CEO Jamie Dimon flagged geopolitical, energy‑price and fiscal‑deficit risks — investor caution increases around macro sensitivity and potential headwinds to consumer and credit trends. J.P. Morgan Sees Resiliency in U.S. Economy Despite Iran War
• Negative Sentiment: Regulatory/crypto concern flagged by CFO: JPM’s CFO warned stablecoins could create regulatory arbitrage if rules aren’t harmonized — potential headwind for crypto initiatives and regulatory oversight risk. JPMorgan CFO Flags Regulatory Arbitrage Risks From Stablecoins
• Negative Sentiment: Insider selling and market reaction: notable insider sales and a pre/early‑session pullback despite the beat have added near‑term selling pressure; monitor flows and institutional positioning. JPMorgan Chase Stock (JPM) Opinions on Q1 Earnings Beat

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Robin Leopold sold 433 shares of the firm's stock in a transaction on 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 owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,029 shares of company stock valued at $22,195,693 in the last ninety days. Insiders own 0.47% of the company's stock.

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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