TMB Capital Partners LLC Invests $6.74 Million in JPMorgan Chase & Co. $JPM

TMB Capital Partners LLC acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 20,913 shares of the financial services provider’s stock, valued at approximately $6,739,000. JPMorgan Chase & Co. accounts for approximately 2.3% of TMB Capital Partners LLC’s portfolio, making the stock its 10th largest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth approximately $32,000. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Merrithew & Thorsten Inc bought a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $40,000. Finally, WHI TRUST Co LLC acquired a new stake in JPMorgan Chase & Co. in the 4th quarter valued at approximately $45,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have weighed in on JPM. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Finally, Autonomous Res decreased their target price on shares of 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. Fourteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average price target of $339.08.

JPMorgan Chase & Co. Stock Down 2.5%

Shares of JPM stock opened at $325.28 on Friday. JPMorgan Chase & Co. has a 1 year low of $272.11 and a 1 year high of $338.09. The stock has a market cap of $871.58 billion, a PE ratio of 15.58, a price-to-earnings-growth ratio of 1.62 and a beta of 1.00. The business’s fifty day moving average is $308.83 and its 200-day moving average is $307.57. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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. 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 analyst estimates of $48.30 billion. During the same quarter in the prior year, the firm posted $5.07 earnings per share. The company’s revenue was up 10.0% on a year-over-year basis. Equities analysts expect that JPMorgan Chase & Co. will post 22.44 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is 28.74%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s latest earnings showed a solid beat on both profit and revenue, with strong year-over-year growth, reinforcing the bank’s underlying earnings power and supporting the long-term bull case for JPM.
• Positive Sentiment: JPMorgan Asset Management and Chase are still leaning into growth initiatives, including a wider European digital banking push and a new public/private model portfolio partnership with Morningstar, which could expand fee and retail banking opportunities over time. JPMorgan Chase Expands Chase Digital Bank Across Europe In Five Year Push
• Positive Sentiment: Some market commentary remains constructive on banks, with analysts noting that a higher-rate environment could boost net interest income for lenders like JPM, and that investors have been rotating into financials. Fed Holds Rates But Signals Hike: Key Takeaways for Bank Investors
• Neutral Sentiment: JPMorgan also tapped insider Ben Walter to lead its workplace solutions unit, a management update that looks incremental rather than stock-moving. JPMorgan taps Walter to lead workplace solutions unit as La Padula heads to IRS
• Neutral Sentiment: Several headlines simply reflect JPMorgan’s broader market influence, including its views on equities, European stocks, and crypto mining, but these are not direct catalysts for the bank’s shares.
• Negative Sentiment: Macro concerns are weighing on the stock, including renewed worries that the Fed could keep rates elevated or even hike, which can pressure funding costs, credit quality, and securities valuations for banks like JPM.
• Negative Sentiment: JPMorgan also reportedly restricted Anthropic’s Claude AI access for Hong Kong staff, highlighting tighter governance and geopolitical scrutiny around AI use in sensitive markets. JPMorgan Chase cuts off Anthropic access for its Hong Kong staff, FT reports

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 28,589 shares of company stock valued at $8,747,496 over the last 90 days. Insiders own 0.41% of the company’s stock.

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.