JPMorgan Chase & Co. $JPM Stock Position Lessened by Osborne Partners Capital Management LLC

Osborne Partners Capital Management LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 110,574 shares of the financial services provider’s stock after selling 2,480 shares during the quarter. JPMorgan Chase & Co. makes up 1.8% of Osborne Partners Capital Management LLC’s holdings, making the stock its 10th largest position. Osborne Partners Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $35,629,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Howard Capital Management Inc. grew 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 buying an additional 3,976 shares in the last quarter. Andra AP fonden grew 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 buying an additional 3,300 shares in the last quarter. Newbridge Financial Services Group Inc. grew its position 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 in the last quarter. Banco Santander S.A. grew its position 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 in the last quarter. Finally, Brighton Jones LLC grew its position in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 71,908 shares of company stock valued at $22,065,882. Company insiders own 0.41% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan was named the first Global Banking Partner of the Olympic Games, serving as Official Bank of Team USA and LA28 — a high-profile branding and client-engagement win that supports consumer/wealth marketing and global visibility. Article Title
• Positive Sentiment: Research analysts at Erste Group raised their FY estimates for JPMorgan, signaling stronger expected earnings — a driver for investor confidence in near-term profitability. Article Title
• Positive Sentiment: JPMorgan is expanding its Security & Resiliency Initiative into Europe and remains a major buyer of shares via large buybacks — both signal continued capital deployment into growth, tech/ops and shareholder returns. Article Title
• Positive Sentiment: JPMorgan hired Chris Mihok from KBW as a managing director on its North America banks coverage team — a targeted hire that strengthens its financial-institutions coverage and advisory bench. Article Title Article Title
• Neutral Sentiment: JPMorgan’s research team downgraded Meta to Neutral on rising AI capex — a notable research call that affects market flow and highlights JPM’s active role in equities research but has limited direct impact on JPM’s own fundamentals. Article Title
• Negative Sentiment: JPMorgan shares edged lower in pre-market trading after a lawsuit accused one of the bank’s executives of misconduct — legal/people risk that can pressure sentiment until resolved. Article Title
• Negative Sentiment: CEO Jamie Dimon warned of rising government debt and a possible global bond crisis/stagflation — comments that raise macro risk concerns investors may price into bank multiples given sensitivity to rates and credit cycles. Article Title

Analyst Upgrades and Downgrades

JPM has been the subject of a number of recent analyst reports. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Argus raised their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Finally, Piper Sandler raised 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 report on Wednesday, April 15th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $336.16.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $313.78 on Friday. JPMorgan Chase & Co. has a twelve month low of $242.17 and a twelve month high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a 50-day moving average of $299.19 and a 200-day moving average of $307.03. The firm has a market cap of $841.63 billion, a price-to-earnings ratio of 15.03, a price-to-earnings-growth ratio of 1.51 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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 net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter last year, the firm posted $5.07 EPS. The business’s revenue for the quarter was up 10.0% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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