JPMorgan Chase & Co. $JPM is Peapack Gladstone Financial Corp’s 5th Largest Position

Peapack Gladstone Financial Corp lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 565,655 shares of the financial services provider’s stock after selling 10,315 shares during the quarter. JPMorgan Chase & Co. comprises about 2.3% of Peapack Gladstone Financial Corp’s holdings, making the stock its 5th biggest holding. Peapack Gladstone Financial Corp’s holdings in JPMorgan Chase & Co. were worth $182,265,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Fidelis Capital Partners LLC raised its position in JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares during the last quarter. Howard Capital Management Inc. raised its position in JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after purchasing an additional 3,976 shares during the last quarter. Andra AP fonden raised its position in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after purchasing an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. increased its stake in JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after buying an additional 3,027 shares during the period. Finally, Banco Santander S.A. increased its stake in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after buying an additional 37,550 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 5,611 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at $10,870,263. This represents a 13.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 28,589 shares of company stock valued at $8,747,496. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $311.07 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a fifty-two week low of $262.71 and a fifty-two week high of $337.25. The stock has a market cap of $833.51 billion, a PE ratio of 14.90, a price-to-earnings-growth ratio of 1.52 and a beta of 1.00. The firm’s fifty day simple moving average is $304.28 and its 200-day simple moving average is $306.61.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same period in the prior year, the company posted $5.07 EPS. The business’s revenue for the quarter was up 10.0% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 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 28.74%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan was highlighted in a Zacks article as a stock to watch thanks to its earnings growth and price strength, reinforcing investor confidence in the bank’s underlying fundamentals.
• Positive Sentiment: JPMorgan is helping lead a tokenized-deposit initiative with other major banks, a move aimed at competing with stablecoins and modernizing payments infrastructure over the next few years.
• Positive Sentiment: The firm is also involved in high-profile advisory and financing work, including Carlsberg’s planned India IPO and a SpaceX-related investor roadshow, which underscores JPMorgan’s strength in investment banking and capital markets.
• Neutral Sentiment: JPMorgan’s research desk turned cautious on the broader market, warning of an imminent pullback after recent volatility. That view reflects macro risk rather than a direct hit to JPMorgan’s business, but it can still weigh on bank shares if investors turn defensive.
• Neutral Sentiment: News that JPMorgan is shopping 15% yield debt for a Trump-backed oil driller highlights its active role in leveraged finance, but the headline is more about deal activity than an immediate earnings catalyst.
• Negative Sentiment: Broader macro headlines about rising rate-hike bets, Treasury weakness, and renewed Middle East tensions may be pressuring financial stocks by increasing volatility and risk aversion.
• Negative Sentiment: Crypto-related commentary around Jamie Dimon and JPMorgan has also added noise, with critics pushing back on the bank’s stance toward digital-asset firms and stablecoin rewards.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. HSBC boosted 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 note on Monday, May 4th. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, Wells Fargo & Company dropped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $339.08.

About JPMorgan Chase & Co.

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.