JPMorgan Chase & Co.'s (JPM) "Neutral" Rating Reiterated at Jefferies Financial Group

Key Points

• Jefferies reiterated a "Neutral" rating on JPMorgan Chase, while analyst coverage is split (15 Buys, 15 Holds) and the consensus is a "Moderate Buy" with a $337.12 price target.
• JPMorgan beat quarterly expectations, reporting $5.94 EPS vs. $5.50 expected and $50.54 billion in revenue (up 10% year-over-year), with a 17.54% return on equity and a 20.66% net margin.
• Insider and institutional moves stand out: the CFO sold 5,611 shares (part of larger insider selling of 71,908 shares in 90 days) even as large institutions (including Norges Bank and Cardano) increased stakes; meanwhile regulators, data-center lending risks and rising cybersecurity threats are flagged as potential headwinds.

JPMorgan Chase & Co. (NYSE:JPM)'s stock had its "neutral" rating restated by equities researchers at Jefferies Financial Group in a research note issued on Monday,MarketScreener reports.

JPM has been the topic of a number of other reports. TD Cowen reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. HSBC reduced their price objective on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating for the company in a research note on Wednesday, April 1st. Argus upped their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research report on Wednesday, April 15th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $337.12.

JPMorgan Chase & Co. Stock Down 1.0%

JPMorgan Chase & Co. stock opened at $309.25 on Monday. The stock's 50 day moving average price is $299.19 and its 200 day moving average price is $307.06. JPMorgan Chase & Co. has a 1-year low of $248.83 and a 1-year high of $337.25. The company has a market cap of $829.47 billion, a PE ratio of 14.82, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03. 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 quarterly earnings data 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. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion during the quarter, compared to analysts' expectations of $48.30 billion. During the same quarter in the prior year, the business posted $5.07 earnings per share. JPMorgan Chase & Co.'s revenue was up 10.0% compared to the same quarter last year. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares of the company's stock, valued at approximately $10,870,263. This represents a 13.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the firm's stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider owned 64,920 shares of the company's stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,908 shares of company stock worth $22,065,882 in the last 90 days. Insiders own 0.41% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at $11,396,496,000. Cardano Risk Management B.V. raised its stake in JPMorgan Chase & Co. by 889.3% in the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider's stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares during the last quarter. Danske Bank A S purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $696,885,000. American Assets Investment Management LLC lifted its holdings in JPMorgan Chase & Co. by 1,172.2% in the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider's stock valued at $728,024,000 after purchasing an additional 2,081,800 shares in the last quarter. Finally, Holocene Advisors LP boosted its stake in shares of JPMorgan Chase & Co. by 1,033.3% during the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock worth $679,790,000 after purchasing an additional 1,964,958 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s research team is highlighting AI as a durable market driver and has identified stocks with direct exposure, reinforcing JPM’s position to win research, trading and advisory revenue from AI-driven demand. AI Is Driving the Market: J.P. Morgan Picks 2 Stocks With Direct Exposure
• Positive Sentiment: JPMorgan’s JEPQ ETF saw net inflows and weekly gains, signaling healthy retail/institutional demand for JP Morgan asset-management products and supporting fee revenue trends. J.P. Morgan Nasdaq Equity Premium Income ETF Gains as AI Leaders Drive Inflows
• Neutral Sentiment: JPMorgan, via J.P. Morgan Securities PLC, disclosed a roughly 5% stake in Hexagon Composites — a principal trading/investment position that shows balance-sheet deployment but is unlikely to move JPM’s stock materially on its own. JPMorgan Chase Discloses 5% Stake in Hexagon Composites
• Neutral Sentiment: Coverage noting major institutions (including JP Morgan) using Chainlink highlights JPM’s engagement with new infrastructure, but this is an indirect signal for bank fundamentals. Major Institutions Choose Chainlink as LINK Remains Priced at $9 Despite Record Growth
• Negative Sentiment: Market chatter says JPMorgan and other big banks are exploring ways to offload data-center lending risk as AI-driven demand strains underwriting — this could signal rising credit or concentration risk in a key commercial lending segment. Market Chatter: JPMorgan Chase, Other Major Banks Seek to Offload Risks Tied to Data Centers Amid AI Strain
• Negative Sentiment: JPMorgan disclosed heightened regulatory risk, warning that regulatory shifts could change its capital, liquidity and growth outlook — this is a direct driver of investor concern about future return-on-equity and capital allocation. JPMorgan Warns Regulatory Shifts Could Reshape Capital, Liquidity and Growth Prospects
• Negative Sentiment: Political pressure after President Trump’s comments accusing big banks (including JPM) of bias raises reputational and potential regulatory risks that could affect customer relationships and invite closer scrutiny. Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives
• Negative Sentiment: Treasury Secretary Bessent’s warning on AI-powered bank-account hacks underscores rising cybersecurity threats industry-wide; JPM may need additional tech and fraud-investment spend, pressuring near-term margins. Bessent Warns of Threat of AI-Powered Bank Account Hacks

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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