Lathrop Investment Management Co. Buys 1,730 Shares of JPMorgan Chase & Co. $JPM

Lathrop Investment Management Co. lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.5% in the third quarter, HoldingsChannel.com reports. The firm owned 40,127 shares of the financial services provider’s stock after purchasing an additional 1,730 shares during the quarter. JPMorgan Chase & Co. comprises 2.3% of Lathrop Investment Management Co.’s investment portfolio, making the stock its 22nd largest position. Lathrop Investment Management Co.’s holdings in JPMorgan Chase & Co. were worth $12,657,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Creative Planning boosted its position in shares of JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the last quarter. Aviva PLC raised its stake in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after buying an additional 126,742 shares during the period. Triangle Securities Wealth Management raised its stake in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after buying an additional 3,191 shares during the period. Andra AP fonden lifted its holdings in shares of JPMorgan Chase & Co. by 3.2% during 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 in the last quarter. Finally, Banco Santander S.A. grew its position in shares of 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 purchasing an additional 37,550 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares of the company’s stock, valued at $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is the lead arranger on the $55B leveraged buyout of Electronic Arts, a mandate that should generate significant advisory and underwriting fees for the bank. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPMorgan announced two senior hires for J.P. Morgan Asset Management (Head of Private Wealth Alternatives and a National Manager), which supports growth in fee income and wealth business scale. JPMorgan Chase & Co (JPM) Announces Two Key Hires for JPM Asset Management
• Positive Sentiment: Chase expanded community engagement via a partnership with Hudl to deliver financial education to student-athletes — small reputational/branding benefit that supports retail deposit franchise over time. Chase and Hudl Team Up
• Neutral Sentiment: Reports say JPMorgan shifted more of EA buyout financing toward high-yield (junk) bonds — this helps complete the deal but increases credit-market exposure and ties the bank to broader junk-bond market health. Investors should watch underwriting exposure and covenant structures. JPMorgan shifts more of EA buyout financing toward junk bonds
• Neutral Sentiment: SoftBank’s pursuit of up to $40B in dollar borrowing to expand its OpenAI investment is pressuring the credit and loan markets; large dollar issuance could affect funding spreads and demand dynamics relevant to large bank syndications. SoftBank Seeks Up to $40 Billion Loan
• Negative Sentiment: JPMorgan shares were among the large-cap decliners that helped drag the Dow lower, amplifying negative sentiment and short-term headline-driven selling pressure. JPMorgan Chase, American Express share losses contribute to Dow’s 581-point drop
• Negative Sentiment: High-profile insider selling has been notable recently (multiple executive sales reported), which can weigh on investor sentiment even if largely planned or tax-driven. VTI is down 1.0% today, on JPM stock price movement
• Negative Sentiment: Market commentary and analyst notes pointing to JPM’s relative underperformance and broader macro/geopolitical volatility (oil, Middle East tensions) are pressuring financials; JPM’s stock is pulling back with the sector. JPMorgan Chase & Co. stock falls Thursday, still outperforms market

JPMorgan Chase & Co. Trading Down 1.3%

Shares of JPMorgan Chase & Co. stock opened at $289.59 on Friday. The stock has a market cap of $781.03 billion, a P/E ratio of 14.47, a P/E/G ratio of 1.22 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The business’s 50 day moving average is $310.42 and its 200-day moving average is $308.52.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 earnings per share. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research reports. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $339.55.

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.