Venturi Wealth Management LLC Purchases 8,620 Shares of JPMorgan Chase & Co. $JPM

Venturi Wealth Management LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 12.3% during the first quarter, according to its most recent filing with the SEC. The firm owned 78,936 shares of the financial services provider’s stock after purchasing an additional 8,620 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.0% of Venturi Wealth Management LLC’s portfolio, making the stock its 23rd largest position. Venturi Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $23,220,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Timmons Wealth Management LLC acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $27,000. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. during the 1st quarter valued at about $29,000. Caitong International Asset Management Co. Ltd acquired a new stake in JPMorgan Chase & Co. during the fourth quarter worth approximately $32,000. Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. in the third quarter worth approximately $35,000. 71.55% of the stock is owned by institutional investors.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the transaction, the chief financial officer directly owned 32,438 shares in the company, valued at $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Piper Sandler boosted their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average target price of $340.88.

JPMorgan Chase & Co. Stock Down 0.8%

JPM stock opened at $326.91 on Wednesday. The stock’s 50 day simple moving average is $312.17 and its 200 day simple moving average is $308.70. The company has a market cap of $875.96 billion, a P/E ratio of 15.66, a price-to-earnings-growth ratio of 1.51 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $343.45.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data 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. 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 company’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter last year, the firm posted $5.07 earnings per share. On average, research analysts expect that JPMorgan Chase & Co. will post 22.72 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan announced a $50 billion share buyback and a 10% dividend increase after passing the Federal Reserve’s 2026 stress test, reinforcing the bank’s strong capital position and shareholder-return story. America’s Biggest Banks Passed Their Stress Tests. Now They’re Showering Investors With Cash.
• Positive Sentiment: Several research notes highlighted JPMorgan’s earnings and price momentum, and Zacks upgraded the stock to Buy, signaling optimism about profit trends and near-term upside. JPMorgan Chase & Co. (JPM) Upgraded to Buy: Here’s Why
• Positive Sentiment: Analysts and media coverage also pointed to JPMorgan’s AI leadership and strong strategic positioning, which may support longer-term growth expectations. What a global ranking of banks on AI prowess says about the tech’s ‘flywheel’ effect
• Neutral Sentiment: Reports that JPMorgan is backing the crypto CLARITY Act only with “durable safeguards” suggest it remains engaged in the policy debate, but the stance is more about risk management than a clear earnings catalyst. JPMorgan Says Crypto Regulatory Clarity Matters Only If ‘Paired With Durable Safeguards,’ Flags Stablecoin Yield Risks
• Neutral Sentiment: Coverage of JPMorgan’s succession planning and leadership reshuffle keeps the long-term transition to the post-Dimon era in focus, but it is not an immediate fundamental change. Focus: As JPMorgan succession takes shape, insiders say this time it is for real
• Negative Sentiment: JPMorgan’s name also surfaced in a few cautionary headlines, including a dispute over a wrongful-termination verdict and commentary on potential stablecoin and shadow-banking risks, which may be adding some noise around the stock. JPMorgan Pushes for Reform Following $4 Million Deli Meat Verdict

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.