Savvy Advisors Inc. Buys 3,689 Shares of JPMorgan Chase & Co. $JPM

Savvy Advisors Inc. increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,007 shares of the financial services provider’s stock after acquiring an additional 3,689 shares during the quarter. Savvy Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $11,042,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new position in shares of JPMorgan Chase & Co. in the second quarter worth $26,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. boosted its holdings in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the period. Finally, Collier Financial bought a new stake in shares of JPMorgan Chase & Co. in the third quarter worth about $60,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have commented on JPM shares. Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Loop Capital set a $310.00 target price on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $339.73.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $308.12 on Friday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The firm has a market capitalization of $831.00 billion, a P/E ratio of 15.40, a P/E/G ratio of 1.50 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The business has a fifty day simple moving average of $315.21 and a two-hundred day simple moving average of $307.87.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period last year, the business earned $4.81 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 71,596 shares of company stock worth $22,067,932. Company insiders own 0.47% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan asked a court to dismiss former President Trump’s “debanking” lawsuit, which reduces an overhang of legal uncertainty if the court grants dismissal. JPMorgan Chase Moves to Dismiss Trump Debanking Lawsuit
• Positive Sentiment: Management is expanding the retail footprint — JPMorgan plans to open over 160 new Chase branches in 2026, a move that can support deposits and consumer revenue over time. JPMorgan Chase plans to open over 160 new branches
• Positive Sentiment: Recent results showed an EPS beat and year-over-year revenue and loan growth, underpinning expectations for continued core profitability. JPMorgan Chase & Co. (JPM) profile and recent results
• Neutral Sentiment: JPMorgan notified Lynas Rare Earths that it no longer is a substantial holder — an institutional portfolio adjustment with limited direct impact on JPM’s stock. JPMorgan Ceases to Be Substantial Holder in Lynas Rare Earths
• Neutral Sentiment: Wall Street keeps a generally constructive view (average “Moderate Buy” and mid-$300s consensus target), which supports medium-term upside but hasn’t removed near-term volatility. JPMorgan Chase & Co. Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Major insider sale: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.4M), a sizable reduction in his holdings that can raise short-term investor concern about insider confidence or portfolio diversification. SEC filing: CEO Troy L. Rohrbaugh sale
• Negative Sentiment: Additional insider sales: CFO Jeremy Barnum, General Counsel Stacey Friedman and other insiders reported smaller sales this week — multiple insider disposals can weigh on sentiment even if individually routine. SEC filing: Jeremy Barnum sale (representative)

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.