Revisor Wealth Management LLC Purchases 4,494 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Revisor Wealth Management boosted its stake in JPMorgan Chase by 65.2%, buying 4,494 shares to hold 11,390 shares valued at about $3.56 million, making JPM 1.0% of its portfolio and its 19th-largest position.
• JPMorgan reported a strong quarter, beating estimates with $5.94 EPS (vs. $5.50) and $50.54 billion in revenue (up 10% year‑over‑year), and declared a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield).
• Notable insider selling has occurred recently — the COO and CEO sold sizable stakes and insiders disposed of 71,908 shares (~$22.07 million) over the past 90 days, while analysts maintain a consensus "Moderate Buy" with a $336.16 price target.

Revisor Wealth Management LLC boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 65.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,390 shares of the financial services provider's stock after purchasing an additional 4,494 shares during the quarter. JPMorgan Chase & Co. makes up 1.0% of Revisor Wealth Management LLC's portfolio, making the stock its 19th biggest position. Revisor Wealth Management LLC's holdings in JPMorgan Chase & Co. were worth $3,558,000 at the end of the most recent quarter.

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

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $309.21 on Thursday. The company has a market capitalization of $829.36 billion, a P/E ratio of 14.81, a P/E/G ratio of 1.52 and a beta of 1.05. JPMorgan Chase & Co. has a 1-year low of $238.43 and a 1-year high of $337.25. The firm's 50 day simple moving average is $299.07 and its two-hundred day simple moving average is $306.98. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to analysts' expectations 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 was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $5.07 earnings per share. Research analysts expect that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on JPM. Jefferies Financial Group upped their target price on shares of JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Truist Financial increased their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Finally, Piper Sandler lifted their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $336.16.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Large capital returns and share repurchases remain a tailwind — JPMorgan has been a heavy buyback spender (roughly $27.6B in the prior 12 months) and recently expanded repurchase capacity, supporting EPS and shareholder returns. 5 Stocks with the Biggest Share Buybacks
• Positive Sentiment: Analyst/upside revision to JPM’s own forecast — Erste Group raised its FY2026 EPS estimate for JPMorgan, which signals positive earnings visibility versus Street consensus. Erste Group raises FY2026 EPS estimate
• Positive Sentiment: Large tech & AI investment to boost productivity and future revenue — JPMorgan’s CIO is implementing a $19.8B annual tech/AI budget to reshape workflows across advisory, wealth and engineering teams, which can improve margins and competitive positioning over time. How JPMorgan’s CIO is reshaping work
• Positive Sentiment: Brand and fee-opportunity boost from Olympic partnership — JPMorgan was named a global banking partner for the LA28 Olympics and future Games, a reputational and client-fee opportunity. JPMorgan to become global partner of 2028 Olympics
• Neutral Sentiment: Executive commentary and culture notes are headline-grabbing but not directly market-moving — Jamie Dimon’s remarks on bureaucracy and meeting efficiency highlight management approach but have limited immediate financial impact. Jamie Dimon on bureaucracy
• Neutral Sentiment: Business reorganization: new leaders for biopharma & life-sciences banking — operationally relevant but incremental for near-term stock moves. JPMorgan names new leaders for biopharma banking
• Negative Sentiment: CEO warnings about a potential global bond crisis and a tougher private‑credit downturn are stoking investor fear — Jamie Dimon’s repeated public cautions raise uncertainty about future credit losses and flow of investor capital out of equities. Jamie Dimon warns of 'bond crisis'
• Negative Sentiment: Rising Treasury yields and Fed dissent risk increase funding/market volatility — a Bloomberg report shows two‑year yields jumped on bets for tighter policy, which can pressure trading revenues and create mark‑to‑market volatility. Treasuries slump as Fed dissents spur wagers
• Negative Sentiment: Global FX and geopolitical risk: a weak yen and heightened market uncertainty could prompt risk-off flows — FX stress and geopolitical jitters increase volatility across JPM’s markets and capital-markets businesses. Yen falls below 160 per dollar

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares of the company's stock, valued at $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,908 shares of company stock valued at $22,065,882 over the last ninety days. Corporate insiders own 0.41% 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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