JPMorgan Chase & Co. $JPM Shares Acquired by Sanctuary Advisors LLC

Sanctuary Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.4% in the 4th quarter, Holdings Channel reports. The firm owned 702,049 shares of the financial services provider’s stock after buying an additional 9,760 shares during the period. JPMorgan Chase & Co. makes up approximately 1.2% of Sanctuary Advisors LLC’s portfolio, making the stock its 11th largest holding. Sanctuary Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $226,214,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Danske Bank A S purchased a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $696,885,000. Holocene Advisors LP lifted its position in shares of JPMorgan Chase & Co. by 1,033.3% in the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after acquiring an additional 1,964,958 shares in the last quarter. Viking Global Investors LP lifted its position in shares of JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after acquiring an additional 1,870,386 shares in the last quarter. California Public Employees Retirement System lifted its position in shares of JPMorgan Chase & Co. by 19.6% in the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after acquiring an additional 1,082,913 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after acquiring an additional 607,025 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Blockchain pilot: JPMorgan’s Kinexys unit, working with Ripple, Ondo Finance and Mastercard, completed a near‑real‑time cross‑border settlement of tokenized U.S. Treasuries — a tangible step toward fee‑generating tokenization services and payments interoperability that lifted the stock. Ondo, JPMorgan Settle Tokenized Treasuries on XRP Ledger
• Positive Sentiment: Analyst/bench support: Barclays and RBC reaffirmed bullish views (Barclays kept a Buy) and HSBC adjusted its price target upward — analyst backing helps underpin investor confidence. Barclays keeps Buy on JPMorgan
• Positive Sentiment: Strategic growth moves: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries and is rolling out product upgrades to attract Gen‑Z/new‑to‑bank customers — both expand low‑cost deposit gathering and fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle Chase Revamps Products to Win Gen Z Deposits
• Neutral Sentiment: Macro/market context: Financial stocks were broadly higher today, giving JPMorgan a sector tailwind that can amplify positive company‑specific news. Sector Update: Financial Stocks Higher
• Neutral Sentiment: CEO commentary: Jamie Dimon said he’s unsure how consumer AI will play out — a cautious stance that signals management is monitoring tech risks/opportunities but implies no immediate strategic shift. Jamie Dimon on consumer AI
• Negative Sentiment: Reputational/legal risk: The New York Times reports JPMorgan offered roughly $1M to settle harassment accusations involving an executive before a former employee filed suit — this could prompt investor concern about governance, litigation exposure and headline risk. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed sales totaling ~8,000 shares under Rule 10b5‑1 plans; routine but often read unfavorably by some investors as executives lock in gains. Piepszak SEC filing Barnum SEC filing

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the transaction, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 79,849 shares of company stock worth $24,522,956. 0.41% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on JPM. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Wells Fargo & Company reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. CICC Research began coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target for the company. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Jefferies Financial Group restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Monday. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $337.12.

JPMorgan Chase & Co. Stock Up 1.8%

JPMorgan Chase & Co. stock opened at $315.02 on Thursday. The firm has a market cap of $844.09 billion, a PE ratio of 15.09, a P/E/G ratio of 1.51 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The firm’s 50 day moving average price is $299.51 and its two-hundred day moving average price is $307.19. JPMorgan Chase & Co. has a twelve month low of $248.83 and a twelve month high of $337.25.

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 for the quarter, beating the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.07 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

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.