JPMorgan Chase & Co. $JPM Shares Bought by Leonteq Securities AG

by · The Markets Daily

Leonteq Securities AG raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 67.5% in the first quarter, Holdings Channel.com reports. The fund owned 8,716 shares of the financial services provider’s stock after purchasing an additional 3,511 shares during the period. Leonteq Securities AG’s holdings in JPMorgan Chase & Co. were worth $2,564,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Timmons Wealth Management LLC purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth $27,000. MBM Wealth Consultants LLC acquired a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at $29,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at $32,000. Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Finally, Osbon Capital Management LLC acquired a new position in JPMorgan Chase & Co. during the 4th quarter worth about $35,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on JPM. Autonomous Res dropped their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Thursday, June 25th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Argus lifted their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. Finally, Daiwa Securities Group cut their target price on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $342.50.

View Our Latest Stock Analysis on JPMorgan Chase & Co.

JPMorgan Chase & Co. Stock Up 0.8%

JPM stock traded up $2.67 during mid-day trading on Tuesday, reaching $340.39. The company had a trading volume of 1,026,139 shares, compared to its average volume of 10,028,787. The firm has a fifty day simple moving average of $313.35 and a 200 day simple moving average of $309.02. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $912.08 billion, a price-to-earnings ratio of 16.29, a price-to-earnings-growth ratio of 1.53 and a beta of 0.99. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $343.45.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the company posted $5.07 earnings per share. The business’s revenue for the quarter was up 10.0% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 22.76 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 Friday, July 31st. Investors of record on Monday, July 6th will be paid a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

JPMorgan Chase & Co. News Roundup

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

  • Positive Sentiment: Wells Fargo raised its price target on JPMorgan Chase to $360 and kept an overweight rating, signaling continued upside expectations for the bank. Benzinga/The Fly report
  • Positive Sentiment: Analysts expect strong second-quarter results for large Wall Street banks, helped by a surge in trading activity and deal fees, including activity tied to the SpaceX IPO. Reuters
  • Positive Sentiment: JPMorgan’s own strategists have been constructive on risk assets, including recommending investors buy the semiconductor pullback and highlighting a broader market recovery later in 2026. Yahoo Finance/Investing.com
  • Positive Sentiment: The bank was also cited in reports about large U.S. banks exploring a possible Fiserv debit-network deal, which could eventually give major issuers more leverage over debit-fee economics. Reuters
  • Neutral Sentiment: JPMorgan was mentioned in reports about adding a high-yield dividend stock to its July U.S. Equity Analyst Focus List, but the article does not indicate a direct change to JPM’s own fundamentals. 24/7 Wall St.
  • Neutral Sentiment: JPMorgan is expected to report earnings soon, keeping investor attention focused on whether trading, investment banking, and lending strength can translate into another beat. American Banking News
  • Negative Sentiment: CEO Jamie Dimon reiterated that JPMorgan wants to fight stablecoin yield rules in the proposed CLARITY Act, underscoring ongoing regulatory and policy risk in digital assets. Motley Fool

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction that occurred 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 sale, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at approximately $10,870,263. This represents a 13.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the sale, the chief operating officer directly owned 90,001 shares in the company, valued at approximately $27,590,706.56. This represents a 9.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 33,623 shares of company stock worth $10,427,835 in the last 90 days. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Company Profile

(Free Report)

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.

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