JPMorgan Chase & Co. $JPM Shares Sold by SVB Wealth LLC

SVB Wealth LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 6.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 100,410 shares of the financial services provider’s stock after selling 7,015 shares during the period. JPMorgan Chase & Co. comprises approximately 1.9% of SVB Wealth LLC’s portfolio, making the stock its 13th biggest holding. SVB Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $32,354,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Swiss Life Asset Management Ltd grew its holdings in JPMorgan Chase & Co. by 7.0% in the fourth quarter. Swiss Life Asset Management Ltd now owns 519,720 shares of the financial services provider’s stock valued at $167,464,000 after purchasing an additional 33,949 shares during the last quarter. Peterson Wealth Management grew its holdings in JPMorgan Chase & Co. by 1.2% in the fourth quarter. Peterson Wealth Management now owns 14,746 shares of the financial services provider’s stock valued at $4,751,000 after purchasing an additional 175 shares during the last quarter. MADDEN SECURITIES Corp grew its holdings in JPMorgan Chase & Co. by 1.9% in the fourth quarter. MADDEN SECURITIES Corp now owns 2,499 shares of the financial services provider’s stock valued at $805,000 after purchasing an additional 46 shares during the last quarter. Kepler Cheuvreux Suisse SA grew its holdings in JPMorgan Chase & Co. by 172.1% in the fourth quarter. Kepler Cheuvreux Suisse SA now owns 31,888 shares of the financial services provider’s stock valued at $10,275,000 after purchasing an additional 20,169 shares during the last quarter. Finally, Byrne Financial Freedom LLC grew its holdings in JPMorgan Chase & Co. by 6.6% in the fourth quarter. Byrne Financial Freedom LLC now owns 3,555 shares of the financial services provider’s stock valued at $1,145,000 after purchasing an additional 220 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $295.67 on Wednesday. The stock’s 50 day moving average price is $299.94 and its 200 day moving average price is $307.25. The firm has a market capitalization of $792.25 billion, a PE ratio of 14.16, a price-to-earnings-growth ratio of 1.47 and a beta of 1.03. 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. has a one year low of $256.00 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period in the previous year, the company posted $5.07 EPS. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 22.43 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 28.74%.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 5,611 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was 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 approximately $10,870,263. The trade was a 13.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 73,553 shares of company stock valued at $22,593,804. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan declared a quarterly dividend of $1.50 per share, reinforcing its shareholder-friendly capital return profile and highlighting management’s confidence in cash generation.
• Positive Sentiment: The bank has raised its dividend for 14 straight years, underscoring a long record of consistency that income-focused investors tend to favor. Article Title
• Positive Sentiment: Recent commentary continues to frame JPMorgan as undervalued relative to its long-term performance, suggesting some investors still see room for upside if earnings stay resilient. Article Title
• Positive Sentiment: The company was highlighted as one of the “Dogs of the Dow” and a favorite large-bank holding, aided by reports of record prime-brokerage balances during recent volatility. Article Title
• Neutral Sentiment: JPMorgan is expanding its retail banking presence in Germany with a digital-first launch, which is strategically positive over time but unlikely to move the stock materially in the short run. Article Title
• Neutral Sentiment: Erste Group slightly trimmed FY2027 EPS estimates for JPMorgan, though its outlook remains above consensus, so this looks like a modest watch item rather than a major setback.

Analyst Upgrades and Downgrades

Several research firms have weighed in on JPM. HSBC upped their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Evercore raised their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Finally, Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target 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.