JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Lifted by Lloyd Advisory Services LLC.

Lloyd Advisory Services LLC. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 584.2% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 16,250 shares of the financial services provider’s stock after buying an additional 13,875 shares during the quarter. JPMorgan Chase & Co. makes up 0.7% of Lloyd Advisory Services LLC.’s portfolio, making the stock its 17th biggest position. Lloyd Advisory Services LLC.’s holdings in JPMorgan Chase & Co. were worth $3,255,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Wellington Wealth Strategies LLC. acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth about $1,145,000. Etfidea LLC increased its holdings in shares of JPMorgan Chase & Co. by 5.4% in the 4th quarter. Etfidea LLC now owns 1,937 shares of the financial services provider’s stock worth $329,000 after acquiring an additional 100 shares during the period. Cooper Financial Group increased its holdings in shares of JPMorgan Chase & Co. by 12.8% in the 1st quarter. Cooper Financial Group now owns 8,693 shares of the financial services provider’s stock worth $1,741,000 after acquiring an additional 984 shares during the period. Sutton Place Investors LLC increased its holdings in shares of JPMorgan Chase & Co. by 179.5% in the 4th quarter. Sutton Place Investors LLC now owns 13,099 shares of the financial services provider’s stock worth $2,228,000 after acquiring an additional 8,412 shares during the period. Finally, Spartan Planning & Wealth Management increased its holdings in shares of JPMorgan Chase & Co. by 257.3% in the 4th quarter. Spartan Planning & Wealth Management now owns 3,780 shares of the financial services provider’s stock worth $643,000 after acquiring an additional 2,722 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on JPM. Royal Bank of Canada reaffirmed an “outperform” rating and issued a $211.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, May 21st. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $215.00 to $220.00 and gave the stock an “overweight” rating in a report on Tuesday, May 21st. Evercore ISI raised their target price on shares of JPMorgan Chase & Co. from $188.00 to $210.00 and gave the stock an “outperform” rating in a report on Thursday, April 4th. Oppenheimer lowered their price objective on shares of JPMorgan Chase & Co. from $219.00 to $217.00 and set an “outperform” rating on the stock in a research report on Monday, April 15th. Finally, Keefe, Bruyette & Woods increased their target price on shares of JPMorgan Chase & Co. from $203.00 to $209.00 and gave the stock a “market perform” rating in a research report on Tuesday, May 21st. One research analyst has rated the stock with a sell rating, eight have issued a hold rating and thirteen have assigned a buy rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $194.10.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 4,415 shares of JPMorgan Chase & Co. stock in a transaction on Monday, May 20th. The stock was sold at an average price of $200.65, for a total value of $885,869.75. Following the completion of the transaction, the general counsel now owns 42,124 shares in the company, valued at approximately $8,452,180.60. The sale was disclosed in a filing with the SEC, which is available at the SEC website. In other JPMorgan Chase & Co. news, CEO James Dimon sold 178,222 shares of JPMorgan Chase & Co. stock in a transaction on Monday, April 15th. The stock was sold at an average price of $184.18, for a total value of $32,824,927.96. Following the completion of the transaction, the chief executive officer now owns 264,461 shares in the company, valued at approximately $48,708,426.98. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 4,415 shares of JPMorgan Chase & Co. stock in a transaction on Monday, May 20th. The shares were sold at an average price of $200.65, for a total value of $885,869.75. Following the completion of the transaction, the general counsel now owns 42,124 shares of the company’s stock, valued at approximately $8,452,180.60. The disclosure for this sale can be found here. Insiders sold 250,565 shares of company stock worth $46,962,717 in the last 90 days. 0.79% of the stock is owned by company insiders.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $198.90 on Tuesday. The company has a debt-to-equity ratio of 1.29, a current ratio of 0.92 and a quick ratio of 0.92. The company has a market capitalization of $571.18 billion, a PE ratio of 12.01, a price-to-earnings-growth ratio of 2.64 and a beta of 1.12. JPMorgan Chase & Co. has a one year low of $135.19 and a one year high of $205.88. The business has a 50 day simple moving average of $195.52 and a 200 day simple moving average of $185.17.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Friday, April 12th. The financial services provider reported $4.63 EPS for the quarter, topping the consensus estimate of $4.18 by $0.45. The business had revenue of $41.93 billion during the quarter, compared to the consensus estimate of $40.90 billion. JPMorgan Chase & Co. had a return on equity of 17.79% and a net margin of 20.05%. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 16.44 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 31st. Investors of record on Friday, July 5th will be given a dividend of $1.15 per share. The ex-dividend date is Friday, July 5th. This represents a $4.60 annualized dividend and a dividend yield of 2.31%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 27.78%.

About JPMorgan Chase & Co.

JPMorgan Chase & Co operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking.