First Nebraska Trust Co Makes New Investment in JPMorgan Chase & Co. $JPM

First Nebraska Trust Co bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the first quarter, HoldingsChannel.com reports. The firm bought 41,041 shares of the financial services provider’s stock, valued at approximately $12,073,000. JPMorgan Chase & Co. makes up about 1.1% of First Nebraska Trust Co’s holdings, making the stock its 23rd biggest holding.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Foguth Wealth Management LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 15.8% during the 1st quarter. Foguth Wealth Management LLC. now owns 2,419 shares of the financial services provider’s stock valued at $724,000 after buying an additional 330 shares during the period. Financial Solutions Advisory Group Inc. bought a new stake in shares of JPMorgan Chase & Co. in the first quarter worth $3,085,000. Dala Group LLC purchased a new stake in JPMorgan Chase & Co. during the first quarter valued at $2,423,000. Ipsen Advisor Group LLC increased its position in JPMorgan Chase & Co. by 1.1% during the first quarter. Ipsen Advisor Group LLC now owns 4,319 shares of the financial services provider’s stock valued at $1,270,000 after acquiring an additional 47 shares during the last quarter. Finally, Krane Financial Solutions LLC bought a new position in JPMorgan Chase & Co. in the first quarter valued at about $1,172,000. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

JPM has been the topic of several research reports. Daiwa Securities Group dropped their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. 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 research report on Thursday, July 16th. Barclays increased their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. UBS Group raised their price objective on shares of JPMorgan Chase & Co. from $375.00 to $384.00 and gave the stock a “buy” rating in a report on Tuesday, July 7th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $358.67.

Insider Activity

In related news, General Counsel Stacey Friedman sold 5,468 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 18,876 shares of company stock valued at $5,907,051 in the last ninety days. Corporate insiders own 0.41% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP
• Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate
• Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis
• Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan
• Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction
• Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning
• Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $352.18 on Friday. The stock has a market cap of $943.68 billion, a P/E ratio of 15.09, a P/E/G ratio of 1.45 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. The stock’s fifty day moving average is $328.81 and its 200 day moving average is $311.88. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $359.30.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same quarter in the previous year, the company posted $4.96 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% on a year-over-year basis. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 24.27 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

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.