Patriot Financial Group Insurance Agency LLC Grows Holdings in JPMorgan Chase & Co. $JPM

Patriot Financial Group Insurance Agency LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 129.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,780 shares of the financial services provider’s stock after buying an additional 37,144 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.1% of Patriot Financial Group Insurance Agency LLC’s holdings, making the stock its 10th biggest position. Patriot Financial Group Insurance Agency LLC’s holdings in JPMorgan Chase & Co. were worth $19,350,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPM. Janney Montgomery Scott LLC raised its holdings in shares of JPMorgan Chase & Co. by 4.8% in the 1st quarter. Janney Montgomery Scott LLC now owns 1,778,198 shares of the financial services provider’s stock worth $523,075,000 after acquiring an additional 81,495 shares during the last quarter. Diamant Asset Management Inc. boosted its stake in JPMorgan Chase & Co. by 31,099.6% during the 1st quarter. Diamant Asset Management Inc. now owns 993,084 shares of the financial services provider’s stock valued at $292,126,000 after purchasing an additional 989,901 shares during the last quarter. MRA Advisory Group increased its holdings in JPMorgan Chase & Co. by 2.6% during the 1st quarter. MRA Advisory Group now owns 5,686 shares of the financial services provider’s stock worth $1,673,000 after purchasing an additional 143 shares in the last quarter. Boomfish Wealth Group LLC raised its stake in shares of JPMorgan Chase & Co. by 743.1% in the first quarter. Boomfish Wealth Group LLC now owns 9,131 shares of the financial services provider’s stock worth $2,686,000 after purchasing an additional 8,048 shares during the last quarter. Finally, Midwest Financial Group LLC raised its stake in shares of JPMorgan Chase & Co. by 9.5% in the first quarter. Midwest Financial Group LLC now owns 1,010 shares of the financial services provider’s stock worth $297,000 after purchasing an additional 88 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $333.97 on Thursday. The company has a market capitalization of $894.88 billion, a PE ratio of 15.99, a PEG ratio of 1.50 and a beta of 0.99. 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 stock’s 50 day moving average price is $312.52 and its 200-day moving average price is $308.82. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $343.45.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly 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. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s revenue was up 10.0% on a year-over-year basis. During the same period last year, the business posted $5.07 earnings per share. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 22.75 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Upgrades and Downgrades

JPM has been the topic of several analyst reports. Morgan Stanley lifted their target price on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the company an “equal weight” rating in a research report on Monday. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. 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 note on Wednesday, April 15th. Finally, Daiwa Securities Group reduced their target price on shares of 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. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus price target of $340.88.

Insider Activity

In related news, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction dated 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 owned 32,438 shares in the company, valued at approximately $10,036,641.58. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated 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 of the company’s stock, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 33,623 shares of company stock valued at $10,427,835 in the last ninety days. 0.41% of the stock is currently owned by insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan announced a massive $50 billion buyback and a 10% dividend increase after clearing the Fed stress test, signaling strong capital returns and balance-sheet resilience.
• Positive Sentiment: Analysts raised or reaffirmed upbeat views on JPMorgan’s earnings prospects, including an upgrade to Buy and higher forward EPS estimates, which supports the stock’s valuation story.
• Positive Sentiment: The bank continues to benefit from optimism around financials, with strategists arguing that stronger job growth and economic momentum could favor banks in the second half of 2026.
• Neutral Sentiment: JPMorgan publicly backed U.S. crypto legislation while warning that yield-bearing stablecoins need bank-like oversight, highlighting its push to shape regulation rather than directly changing near-term earnings. Article: JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
• Neutral Sentiment: JPMorgan AI chief Teresa Heitsenrether plans to retire at year-end, a leadership change in an important strategic area, but one that appears manageable for now.
• Neutral Sentiment: JPMorgan also appeared in market commentary about broader stock-market valuations and crypto regulation, but those items are more macro-focused than company-specific.
• Negative Sentiment: The stock could face some caution from headlines about the market becoming expensive and from JPMorgan’s warning that weaker oversight in crypto and shadow banking could create future regulatory or reputational risks.

JPMorgan Chase & Co. 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.