Opal Capital LLC Acquires Shares of 4,747 JPMorgan Chase & Co. $JPM

Key Points

• Opal Capital LLC opened a new position in JPMorgan Chase, buying 4,747 shares valued at about $1.53 million in the fourth quarter.
• JPMorgan’s latest quarterly results were strong, with EPS of $5.94 beating estimates and revenue of $50.54 billion topping expectations; revenue rose 10% year over year.
• The company also announced a quarterly dividend of $1.50 per share, equal to an annualized payout of $6.00 and a 1.8% yield.

Opal Capital LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,747 shares of the financial services provider's stock, valued at approximately $1,529,000.

A number of other large investors have also recently modified their holdings of JPM. Timmons Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth $27,000. Caitong International Asset Management Co. Ltd bought a new position in JPMorgan Chase & Co. in the fourth quarter valued at about $32,000. Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. during the third quarter worth about $35,000. Merrithew & Thorsten Inc bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $40,000. Finally, WHI TRUST Co LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $45,000. Institutional investors and hedge funds own 71.55% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on JPM shares. Wells Fargo & Company lowered their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research report on Tuesday, February 17th. Zacks Research cut shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 8th. Argus increased their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, April 14th. Finally, DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fourteen 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. currently has a consensus rating of "Hold" and a consensus target price of $339.08.

JPMorgan Chase & Co. Stock Up 3.7%

Shares of JPMorgan Chase & Co. stock opened at $331.13 on Wednesday. The stock's 50-day moving average is $307.51 and its 200 day moving average is $307.30. JPMorgan Chase & Co. has a one year low of $267.80 and a one year high of $337.25. The firm has a market cap of $887.27 billion, a price-to-earnings ratio of 15.86, a PEG ratio of 1.56 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business's revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.07 earnings per share. Equities research analysts anticipate that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the company's stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares of the company's stock, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the company's stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares of the company's stock, valued at $26,326,072.44. This trade represents a 5.47% 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. Over the last ninety days, insiders sold 28,589 shares of company stock worth $8,747,496. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s trading desk and broader market commentary point to a “risk-on” move that favors banks, as easing oil shock fears and lower rate-cut expectations support financial stocks. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
• Positive Sentiment: Reports that JPMorgan Chase is planning to expand its Chase digital bank into at least three additional European countries, with France, Spain and Italy among the markets under consideration, suggest a new long-term growth opportunity. JPMorgan mulls Chase expansion into Europe's largest markets, FT reports
• Positive Sentiment: JPMorgan also highlighted that the AI buildout is becoming a major financing opportunity, reinforcing the bank’s role as a key lender and capital markets provider in a large new funding cycle. The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
• Neutral Sentiment: JPMorgan Chase & Co. announced it will host its second-quarter 2026 earnings call on July 14, keeping investors focused on upcoming results but not changing fundamentals by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles noting that JPM has attracted investor attention and is trading near recent highs mainly reflect strong sentiment and momentum rather than new company-specific financial data. JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

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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