Procyon Advisors LLC Has $19.36 Million Stock Position in JPMorgan Chase & Co. $JPM

Procyon Advisors LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 18.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 60,092 shares of the financial services provider’s stock after acquiring an additional 9,370 shares during the quarter. JPMorgan Chase & Co. accounts for about 0.3% of Procyon Advisors LLC’s holdings, making the stock its 24th largest position. Procyon Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $19,363,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Magnus Financial Group LLC increased its position in shares of JPMorgan Chase & Co. by 2.4% during the fourth quarter. Magnus Financial Group LLC now owns 57,198 shares of the financial services provider’s stock valued at $18,430,000 after purchasing an additional 1,346 shares during the period. Impact Capital Partners LLC lifted its position in JPMorgan Chase & Co. by 1.4% in the fourth quarter. Impact Capital Partners LLC now owns 20,337 shares of the financial services provider’s stock worth $6,553,000 after purchasing an additional 282 shares during the period. Henrickson Nauta Wealth Advisors Inc. lifted its position in JPMorgan Chase & Co. by 64.0% in the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 5,702 shares of the financial services provider’s stock worth $1,908,000 after purchasing an additional 2,225 shares during the period. Everpar Advisors LLC boosted its stake in JPMorgan Chase & Co. by 2.7% during the fourth quarter. Everpar Advisors LLC now owns 33,866 shares of the financial services provider’s stock worth $10,912,000 after buying an additional 906 shares in the last quarter. Finally, Orgel Wealth Management LLC boosted its stake in JPMorgan Chase & Co. by 14.2% during the fourth quarter. Orgel Wealth Management LLC now owns 1,273 shares of the financial services provider’s stock worth $410,000 after buying an additional 158 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is leading large financing deals for leveraged buyouts and syndications (boosting fee and loan revenue) — banks led by JPM kicked off an ~$8 billion junk‑bond sale to fund the EA buyout and increased the loan portion to about $5 billion. JPMorgan kicks off US$8 billion junk-bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded a credit commitment to Core Scientific with an extra $500M (bringing the facility to $1B), signalling further exposure to AI/data‑center and higher lending/fee opportunities. JPMorgan Adds $500M to Core Scientific Financing, Total Hits $1B
• Positive Sentiment: JPMorgan rolled out a client hedging solution aimed at AI‑related debt risk, demonstrating product innovation that can drive trading and advisory revenues. JPMorgan offers clients a new way to hedge AI debt risk
• Positive Sentiment: Regulatory relief could free up capital and boost lending capacity for big banks; analysts note proposed easing of capital rules could benefit JPMorgan’s franchise. The Zacks Analyst Blog Highlights JPMorgan
• Neutral Sentiment: CEO Jamie Dimon reiterated JPMorgan’s active AI deployment and warned about job displacement, underscoring the bank’s strategic focus but offering limited immediate financial impact. Jamie Dimon on AI Job Losses
• Neutral Sentiment: Industry research highlights tokenized deposits and on‑chain cash initiatives that include JPMorgan’s Kinexys effort — strategic positioning but longer‑term impact. Banks push tokenized deposits as onchain cash race intensifies
• Neutral Sentiment: Small institutional filings and analyst pieces (e.g., Zacks, MarketBeat/Fool previews) are circulating ahead of JPM’s April earnings, keeping attention on upcoming results rather than changing fundamentals today. JPMorgan Chase Surpasses Market Returns
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may weigh on investor sentiment and make clients more defensive ahead of macro prints and the bank’s earnings. JPMorgan just slashed 2026 stock market outlook again

JPMorgan Chase & Co. Stock Up 1.3%

Shares of NYSE JPM opened at $290.16 on Tuesday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The business has a fifty day moving average of $301.64 and a two-hundred day moving average of $307.86. The stock has a market cap of $782.56 billion, a PE ratio of 14.50, a PEG ratio of 1.19 and a beta of 1.06.

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

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Insider Activity

In other news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 72,029 shares of company stock valued at $22,195,693. Corporate insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the topic of several analyst reports. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. The Goldman Sachs Group lifted their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $340.00.

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.