Caprock Group LLC Purchases 12,732 Shares of JPMorgan Chase & Co. $JPM

Caprock Group LLC boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 13.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 104,005 shares of the financial services provider’s stock after acquiring an additional 12,732 shares during the quarter. JPMorgan Chase & Co. makes up approximately 0.7% of Caprock Group LLC’s investment portfolio, making the stock its 25th largest holding. Caprock Group LLC’s holdings in JPMorgan Chase & Co. were worth $33,513,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Kingswood Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 39.4% during the 4th quarter. Kingswood Wealth Advisors LLC now owns 61,254 shares of the financial services provider’s stock worth $19,737,000 after acquiring an additional 17,303 shares during the last quarter. FORM Wealth Advisors LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $1,509,000. Alphinity Investment Management Pty Ltd grew its position in shares of JPMorgan Chase & Co. by 12.1% in the fourth quarter. Alphinity Investment Management Pty Ltd now owns 2,217,217 shares of the financial services provider’s stock valued at $714,432,000 after purchasing an additional 239,037 shares during the last quarter. Quaker Wealth Management LLC increased its stake in shares of JPMorgan Chase & Co. by 3.3% in the fourth quarter. Quaker Wealth Management LLC now owns 1,091 shares of the financial services provider’s stock worth $352,000 after purchasing an additional 35 shares during the period. Finally, Gentry Private Wealth LLC lifted its position in shares of JPMorgan Chase & Co. by 2.2% during the 4th quarter. Gentry Private Wealth LLC now owns 2,582 shares of the financial services provider’s stock worth $832,000 after purchasing an additional 56 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the 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 of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the sale, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. This represents a 13.66% decrease in their position. 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 sold 71,908 shares of company stock worth $22,065,882 in the last ninety days. Company insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on JPM. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. HSBC dropped their price target on JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating on the stock in a research report on Wednesday, April 1st. Truist Financial increased their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a research report on Wednesday, April 15th. CICC Research began coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. Finally, Wells Fargo & Company cut their target price on shares of 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. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $336.16.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts’ Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says ‘Good Use Cases’ Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW’s Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A ‘Bond Crisis’ And Even Stagflation Could Be Coming

JPMorgan Chase & Co. Trading Down 0.1%

JPMorgan Chase & Co. stock opened at $312.89 on Friday. The business has a 50 day moving average price of $299.19 and a two-hundred day moving average price of $307.02. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12 month low of $248.83 and a 12 month high of $337.25. The stock has a market cap of $839.25 billion, a price-to-earnings ratio of 14.99, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the business posted $5.07 earnings per share. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were paid a $1.50 dividend. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

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.