Synergy Asset Management LLC Purchases 16,801 Shares of JPMorgan Chase & Co. $JPM

Synergy Asset Management LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 560.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,800 shares of the financial services provider’s stock after acquiring an additional 16,801 shares during the quarter. Synergy Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $6,380,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Triangle Securities Wealth Management lifted its stake in shares of JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after buying an additional 3,191 shares during the last quarter. Andra AP fonden raised its holdings in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after acquiring an additional 3,300 shares during the period. Banco Santander S.A. lifted its position in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares during the last quarter. Brighton Jones LLC lifted its position in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. during the third quarter worth approximately $11,350,000. 71.55% of the stock is owned by institutional investors.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan launched the “American Dream Initiative,” committing substantial, multi‑year investments and plans to lend roughly $80 billion to U.S. small businesses and hire 1,000 bankers — a growth & fee‑generation push that supports future revenue and community‑banking growth. Read More.
• Positive Sentiment: JPMorgan’s Kinexys blockchain network continues to scale: Mitsubishi Corporation is adopting the rails for cross‑border payments, supporting JPM’s digital‑assets strategy and fee opportunities as transaction volumes rise toward its $10B daily target. Read More.
• Positive Sentiment: JPMorgan was appointed as a lead banker on a planned $1B IPO for INOX Air Products in India — underwriting fees and ECM activity in Asia provide incremental revenue and highlight JPM’s global franchise. Read More.
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” stance on JPM with a $325 price target (down from $345), keeping institutional support but reflecting cautious near‑term assumptions. Read More.
• Neutral Sentiment: JPMorgan says IPO demand in Australia remains resilient despite market turmoil — a signal that equity capital markets activity could stay steady for the bank’s ECM pipeline. Read More.
• Negative Sentiment: Investors raised concerns over terms in JPMorgan’s role financing CD&R’s Sealed Air takeover (a $7.2B deal), with pushback on protections and demand — potential reputational and underwriting risk if execution problems continue. Read More.
• Negative Sentiment: A federal judge ruled JPMorgan must face Wells Fargo’s lawsuit tied to a troubled $481M commercial real‑estate loan, creating litigation risk and potential losses or legal costs. Read More.
• Negative Sentiment: Truist trimmed its price target on JPM (to $323 from $330) citing macro pressures — a modest analyst headwind that may cap near‑term upside. Read More.
• Negative Sentiment: Localized layoffs reported in New Jersey and investor unease around energy/geo‑political shocks add near‑term cost or sentiment risks for large banks, including JPM. Read More.

Analyst Ratings Changes

Several equities analysts have recently commented on JPM shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wells Fargo & Company reduced their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $337.83.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 over the last three months. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Trading Up 0.3%

Shares of NYSE:JPM opened at $283.64 on Tuesday. The company has a market capitalization of $764.99 billion, a P/E ratio of 14.18, a P/E/G ratio of 1.17 and a beta of 1.06. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The business’s 50 day simple moving average is $299.49 and its 200 day simple moving average is $307.54.

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

JPMorgan Chase & Co. Announces Dividend

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

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.