JPMorgan Chase & Co. (NYSE:JPM) Announces Quarterly Earnings Results

Key Points

• Q1 beat: JPMorgan reported EPS of $5.94 (vs. $5.50 est.) and revenue of $50.54 billion (vs. $48.30 billion), with a net margin of ~20.4% and ROE of ~17.2%.
• The board declared a quarterly dividend of $1.50 per share (annualized $6.00, yield ~1.9%), payable April 30 with an ex‑dividend/record date of April 6.
• Shares opened around $313.30 with a market cap of ~$840.3 billion and a P/E of 15.66; analysts are split (average rating: Hold) with an average price target of $333.17.

JPMorgan Chase & Co. (NYSE:JPM) announced its quarterly earnings data on Tuesday. The financial services provider reported $5.94 EPS for the quarter, topping analysts' consensus estimates of $5.50 by $0.44, FiscalAI reports. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $313.30 on Tuesday. The firm has a market capitalization of $840.34 billion, a price-to-earnings ratio of 15.66, a price-to-earnings-growth ratio of 1.54 and a beta of 1.05. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The business's 50 day simple moving average is $299.20 and its 200-day simple moving average is $306.81. JPMorgan Chase & Co. has a 12 month low of $226.34 and a 12 month high of $337.25.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.'s payout ratio is 29.99%.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Robin Leopold sold 433 shares of the company's stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,029 shares of company stock valued at $22,195,693 in the last 90 days. Insiders own 0.47% of the company's stock.

Hedge Funds Weigh In On JPMorgan Chase & Co.

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Schwallier Wealth Management LLC increased its stake in shares of JPMorgan Chase & Co. by 4.4% during the 4th quarter. Schwallier Wealth Management LLC now owns 848 shares of the financial services provider's stock worth $259,000 after purchasing an additional 36 shares in the last quarter. Strata Wealth Advisors LLC lifted its stake in JPMorgan Chase & Co. by 2.3% in the 4th quarter. Strata Wealth Advisors LLC now owns 1,610 shares of the financial services provider's stock valued at $519,000 after buying an additional 36 shares in the last quarter. Financial Life Planners lifted its stake in JPMorgan Chase & Co. by 4.2% in the 3rd quarter. Financial Life Planners now owns 908 shares of the financial services provider's stock valued at $286,000 after buying an additional 37 shares in the last quarter. Betterment LLC grew its holdings in JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Betterment LLC now owns 2,007 shares of the financial services provider's stock valued at $633,000 after buying an additional 37 shares during the last quarter. Finally, Uniting Wealth Partners LLC grew its holdings in JPMorgan Chase & Co. by 0.7% during the 4th quarter. Uniting Wealth Partners LLC now owns 5,181 shares of the financial services provider's stock valued at $1,669,000 after buying an additional 37 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on JPM shares. Jefferies Financial Group began coverage on shares of JPMorgan Chase & Co. in a report on Thursday, March 26th. They set a "hold" rating and a $310.00 price target for the company. Piper Sandler reiterated an "overweight" rating and set a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a research report on Monday, March 30th. The Goldman Sachs Group raised their price target on JPMorgan Chase & Co. from $352.00 to $365.00 and gave the company a "buy" rating in a report on Monday, April 6th. Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a research note on Wednesday, January 14th. Finally, Wells Fargo & Company decreased their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 17th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Hold" and an average price target of $333.17.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q1 beat on both earnings and revenue — net margin ~20.4% and ROE ~17.2% — driven by strong trading and investment-banking activity; this directly supports upside in JPM’s near-term profitability and valuation. JPMorgan profit rises as volatile markets drive trading division
• Positive Sentiment: Management is expanding digital and blockchain offerings (rebranding Onyx, broader use of JPM Coin and support for a tokenized money-market fund). These initiatives can boost fee income and differentiate JPM in institutional digital services over time. JPMorgan Deepens Blockchain Bet As Tokenization Meets Valuation Opportunity
• Positive Sentiment: JPMorgan launched a major community-lending/expansion push (framed as a multi‑year “American Dream” initiative and related investment commitments) that could support longer-term loan growth, deposits and franchise value if execution and returns track. JPMorgan Is Betting on the ‘American Dream’ with a New $1.5 Trillion Initiative
• Neutral Sentiment: Pre-earnings positioning and analyst notes increased options-implied move expectations; market commentary had anticipated a volatile reaction depending on trading and investment-banking results. JPMorgan Chase is set to report first-quarter earnings – here's what the Street expects
• Neutral Sentiment: Corporate portfolio moves: JPMorgan disclosed a notifiable ~6.5% stake in Hexagon Composites and also adjusted other institutional holdings; these are portfolio actions that don’t materially change JPM’s core fundamentals. JPMorgan Discloses Notifiable 6.5% Stake in Hexagon Composites
• Negative Sentiment: JPMorgan research flagged a sharp oil-price rise risk (crude >$104) that could drive consumer pain from higher fuel costs — a macro risk that could weigh on consumer spending and credit performance, offsetting some bank upside. Fuel Costs Poised for Sharp Increase as Crude Crosses $104 Mark

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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