Hunter Perkins Capital Management LLC Sells 2,542 Shares of JPMorgan Chase & Co. $JPM

Hunter Perkins Capital Management LLC reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 11.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 19,285 shares of the financial services provider’s stock after selling 2,542 shares during the period. JPMorgan Chase & Co. comprises 1.4% of Hunter Perkins Capital Management LLC’s investment portfolio, making the stock its 21st biggest holding. Hunter Perkins Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $6,214,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in JPM. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC increased its stake in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $52,000. Finally, Collier Financial purchased a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $60,000. Institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative,” committing large-scale small-business lending and hiring (including plans to boost small‑business loans and hire more credit officers) — a clear growth push that could expand customer relationships and NII over time. Read More.
• Positive Sentiment: Analyst support lifted sentiment: Barclays reaffirmed a Buy and Piper Sandler reiterated an Overweight, underpinning demand for the stock amid volatile markets. Read More.
• Positive Sentiment: Corporate tech wins — Mitsubishi adoption of JPMorgan’s blockchain/Kinexys payments tech and other partnerships signal higher fee and payments volumes as the platform scales. That supports the bank’s long‑term tech-enabled growth story. Read More.
• Neutral Sentiment: Management is exploring new products — CEO Jamie Dimon said JPMorgan may one day offer regulated prediction‑market style services for non‑political, non‑sports outcomes; conceptually diversifying offerings but still early stage. Read More.
• Neutral Sentiment: Regulatory/portfolio moves: JPM disclosed notifiable stakes and changes in holdings (e.g., Hexagon Composites stake; ceasing to be a substantial holder in IPH Ltd.) — routine for a large bank but worth watching for strategic intent. Read More. Read More.
• Negative Sentiment: Industry deposit pressures and large withdrawals are being reported across banks — that backdrop increases funding and margin risk for lenders, and investors are pricing in elevated deposit/flow volatility. Read More.
• Negative Sentiment: HSBC cut its price target on JPMorgan to $288 (from $319) and moved to a Hold — a sign that some analysts are trimming near‑term expectations amid macro risks. Read More.

JPMorgan Chase & Co. Trading Up 0.4%

Shares of JPM stock opened at $295.25 on Thursday. The company’s fifty day simple moving average is $299.19 and its two-hundred day simple moving average is $307.36. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The stock has a market capitalization of $796.28 billion, a price-to-earnings ratio of 14.75, a PEG ratio of 1.40 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.81 earnings per share. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Analyst Ratings Changes

Several equities analysts have weighed in on JPM shares. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Jefferies Financial Group began coverage on JPMorgan Chase & Co. in a research note on Thursday, March 26th. They set a “hold” rating and a $310.00 price target for the company. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $336.48.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,029 shares of company stock worth $22,195,693 over the last quarter. Insiders own 0.47% 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.