Pathfinder Wealth Consulting Inc. Invests $1.48 Million in JPMorgan Chase & Co. $JPM

Key Points

• Pathfinder Wealth Consulting opened a new position in JPMorgan Chase & Co., buying 4,597 shares valued at about $1.48 million. The stake now represents roughly 0.9% of its portfolio.
• Insiders have recently sold shares, including CFO Jeremy Barnum and General Counsel Stacey Friedman, with 28,589 shares sold over the last 90 days. Insider ownership remains low at 0.41%.
• JPMorgan’s fundamentals remain solid: it beat quarterly earnings expectations, raised revenue 10% year over year, and continues to pay a quarterly dividend of $1.50 per share for a 2.0% annualized yield.

Pathfinder Wealth Consulting Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 4,597 shares of the financial services provider's stock, valued at approximately $1,481,000. JPMorgan Chase & Co. comprises approximately 0.9% of Pathfinder Wealth Consulting Inc.'s portfolio, making the stock its 26th biggest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of JPM. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $35,000. Merrithew & Thorsten Inc purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $40,000. WHI TRUST Co LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $45,000. Cresta Advisors Ltd. purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $48,000. Finally, Miller Global Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $52,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer owned 35,460 shares of the company's stock, valued at approximately $10,870,263. The trade was a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the business'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 sale, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their position. 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. In the last ninety days, insiders have sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $296.84 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The business has a 50 day moving average of $302.65 and a two-hundred day moving average of $306.58. JPMorgan Chase & Co. has a 52 week low of $260.31 and a 52 week high of $337.25. The company has a market cap of $795.38 billion, a P/E ratio of 14.22, a PEG ratio of 1.46 and a beta of 1.00.

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

JPMorgan Chase & Co. Announces Dividend

The business also recently announced 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 2.0%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.'s payout ratio is presently 28.74%.

Analyst Upgrades and Downgrades

JPM has been the topic of a number of analyst reports. UBS Group dropped their target price on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Keefe, Bruyette & Woods reiterated an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Evercore lifted their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a research note on Friday, April 17th. Daiwa Securities Group decreased their price target 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. Finally, Autonomous Res decreased their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating for the company in a research note on Monday, April 6th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $339.08.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s Q2 2026 fee income is expected to rise, with markets revenue likely up 11% and investment banking fees up 10%, driven by volatility and stronger deal-making. JPMorgan's Bullish Q2 Outlook Highlights Fee Income Potential
• Positive Sentiment: JPMorgan was highlighted in analyst and industry roundups as a preferred large-cap financial stock, reinforcing investor confidence in its earnings durability and valuation. The Zacks Analyst Blog Highlights JPMorgan Chase, GE Aerospace, Western Digital, Syntec Optics and Investors Title
• Positive Sentiment: Several market commentaries argued JPMorgan should hold up well even if the Fed hikes again, since higher rates can benefit the bank’s deposit franchise and net interest income. If the Fed Hikes Again, These 3 Financial Stocks Should Still Hold Up

About JPMorgan Chase & Co.

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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