Sowell Financial Services LLC Buys 2,672 Shares of JPMorgan Chase & Co. $JPM

Sowell Financial Services LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 70,498 shares of the financial services provider’s stock after acquiring an additional 2,672 shares during the quarter. JPMorgan Chase & Co. comprises 0.8% of Sowell Financial Services LLC’s holdings, making the stock its 27th largest position. Sowell Financial Services LLC’s holdings in JPMorgan Chase & Co. were worth $23,076,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fidelis Capital Partners LLC grew its holdings in JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after purchasing an additional 5,101 shares during the period. Howard Capital Management Inc. raised its stake in JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after buying an additional 3,976 shares during the period. First National Bank of Mount Dora Trust Investment Services lifted its position in shares of JPMorgan Chase & Co. by 18.7% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after buying an additional 6,492 shares during the last quarter. Brighton Jones LLC lifted its position in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. Finally, FAS Wealth Partners Inc. boosted its stake in shares of JPMorgan Chase & Co. by 4.3% during the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after acquiring an additional 1,794 shares during the period. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Evercore reissued an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Piper Sandler lifted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Morgan Stanley reiterated a “positive” rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given 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 $359.33.

JPMorgan Chase & Co. Stock Up 0.9%

Shares of JPM opened at $365.31 on Thursday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.09. The firm’s 50 day moving average is $338.07 and its 200-day moving average is $314.66. The stock has a market capitalization of $971.06 billion, a PE ratio of 15.65, a P/E/G ratio of 1.49 and a beta of 0.99. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.6%. JPMorgan Chase & Co.’s dividend payout ratio is currently 25.71%.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 2,500 shares of the company’s 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 completion of the sale, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. This trade represents a 10.54% 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. In the last 90 days, insiders have sold 13,435 shares of company stock worth $4,353,502. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan raised its S&P 500 year-end target to 8,000. The firm cited stronger corporate earnings and evidence that AI investment is accelerating cloud revenue and corporate backlogs. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses. JPMorgan S&P 500 target article
• Positive Sentiment: Analysts increased JPMorgan’s earnings expectations. Erste Group lifted its 2026 EPS estimate to $25.00 and its 2027 forecast to $25.04, both above consensus. JPMorgan also said APAC corporate-banking revenue rose more than 20%, supported by AI infrastructure, data centers and intra-Asia trade, potentially providing additional growth into 2027. JPMorgan Asia-Pacific growth article
• Positive Sentiment: JPMorgan raised its Singapore stocks target. The upgrade reflects confidence that economic growth is holding up, reinforcing the bank’s constructive view on parts of Asia and its regional corporate-banking opportunity. Singapore stocks target article
• Neutral Sentiment: JPMorgan announced distributions for its Canadian-listed ETFs. The payments support asset-management visibility and recurring fee activity, but are unlikely to materially affect JPM’s near-term earnings. JPMorgan ETF distributions
• Neutral Sentiment: JPMorgan agreed to become the Olympics’ first global banking partner. The sponsorship expands global branding through the 2028 and 2030 Games, but its reported cost of more than $200 million per four-year cycle creates an uncertain financial return. JPMorgan Olympics partnership
• Negative Sentiment: Jamie Dimon repeated macroeconomic and geopolitical warnings. He cautioned that inflation may remain persistent and that the dollar’s reserve-currency status could be threatened if the U.S. loses its economic or military edge. Higher-for-longer rates and market volatility could pressure credit quality and loan demand.
• Negative Sentiment: An insider sold 2,500 JPM shares. Robin Leopold’s roughly $904,000 sale was executed under a pre-arranged Rule 10b5-1 plan, reducing its significance as a bearish signal but still adding modest selling pressure. JPMorgan insider sale

JPMorgan Chase & Co. Company 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.