Hudson Value Partners LLC Buys 1,413 Shares of JPMorgan Chase & Co. $JPM

Hudson Value Partners LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.8% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 17,496 shares of the financial services provider’s stock after buying an additional 1,413 shares during the quarter. JPMorgan Chase & Co. makes up approximately 1.4% of Hudson Value Partners LLC’s investment portfolio, making the stock its 26th biggest holding. Hudson Value Partners LLC’s holdings in JPMorgan Chase & Co. were worth $5,727,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Processus Wealth & Capital Management LLC lifted its position in JPMorgan Chase & Co. by 0.3% in the second quarter. Processus Wealth & Capital Management LLC now owns 19,083 shares of the financial services provider’s stock worth $6,246,000 after buying an additional 55 shares during the last quarter. Whitener Capital Management Inc. increased its position in JPMorgan Chase & Co. by 0.3% during the second quarter. Whitener Capital Management Inc. now owns 77,075 shares of the financial services provider’s stock valued at $25,229,000 after acquiring an additional 205 shares during the last quarter. Tema ETFs LLC increased its position in JPMorgan Chase & Co. by 5.5% during the second quarter. Tema ETFs LLC now owns 38,205 shares of the financial services provider’s stock valued at $12,506,000 after acquiring an additional 2,001 shares during the last quarter. Dagco Inc. raised its stake in shares of JPMorgan Chase & Co. by 17.8% in the second quarter. Dagco Inc. now owns 16,496 shares of the financial services provider’s stock valued at $5,399,000 after acquiring an additional 2,492 shares during the period. Finally, Canvas Wealth Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 5.6% in the second quarter. Canvas Wealth Advisors LLC now owns 15,294 shares of the financial services provider’s stock valued at $5,006,000 after acquiring an additional 806 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $361.93 on Wednesday. The company has a 50 day moving average price of $336.78 and a 200-day moving average price of $314.23. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $363.12. The company has a market capitalization of $962.09 billion, a PE ratio of 15.51, a P/E/G ratio of 1.48 and a beta of 0.99.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the transaction, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their position. 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 5,468 shares of the firm’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,435 shares of company stock worth $4,353,502 over the last 90 days. 0.41% of the stock is currently owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Analysts raised JPMorgan’s earnings estimates. Erste Group increased its 2026 EPS forecast to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both estimates exceed the current consensus forecast of $24.27, providing a supportive signal for JPM stock. Erste Group earnings estimate report
• Positive Sentiment: JPMorgan is expanding its technology and financing businesses. The bank led a $441 million debt financing for AI infrastructure company Global AI, benefiting from demand for data centers. Separately, its Kinexys blockchain platform is being used for Schroders’ tokenized U.S. dollar money-market fund, representing a move toward commercial adoption of JPMorgan’s digital-asset infrastructure. JPMorgan AI infrastructure debt deal JPMorgan tokenized money-market fund mandate
• Positive Sentiment: JPMorgan raised its year-end S&P 500 target to 8,000. The firm cited stronger corporate earnings and increasingly productive AI investments. The bullish outlook can improve market sentiment and potentially support JPMorgan’s asset-management, investment-banking and trading businesses, although it does not directly change JPM’s earnings forecast. JPMorgan raises S&P 500 target
• Neutral Sentiment: JPMorgan will become the Olympics’ first global banking partner. The agreement covers the 2028 Los Angeles and 2030 French Alps Games and reportedly exceeds $200 million per four-year cycle. It strengthens JPMorgan’s global brand and marketing reach, but the substantial sponsorship cost makes the near-term financial impact uncertain. JPMorgan Olympics partnership
• Neutral Sentiment: Chief Human Resources Officer Robin Leopold sold 2,500 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. The planned nature and relatively small reduction lessen its significance as a bearish signal. JPMorgan insider transaction filing
• Negative Sentiment: CEO Jamie Dimon reiterated macroeconomic warnings. He cautioned that inflation may remain elevated and that excessive margin debt and hidden leverage could amplify a market selloff. Higher-for-longer interest rates and financial-market volatility could weigh on loan demand, credit quality and investor sentiment.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on JPM. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Bank of America upped their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Weiss Ratings raised shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday, August 5th. Finally, UBS Group boosted their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $359.33.

About JPMorgan Chase & Co.

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.