Osprey Private Wealth LLC Raises Position in JPMorgan Chase & Co. $JPM

Osprey Private Wealth LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 13.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 55,505 shares of the financial services provider’s stock after buying an additional 6,595 shares during the quarter. JPMorgan Chase & Co. makes up about 5.1% of Osprey Private Wealth LLC’s investment portfolio, making the stock its 3rd biggest position. Osprey Private Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $17,885,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Howard Capital Management Inc. boosted its stake in JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after acquiring an additional 3,976 shares during the last quarter. Andra AP fonden grew its holdings in 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 worth $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. grew its holdings in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after acquiring an additional 3,027 shares during the period. Banco Santander S.A. grew its holdings in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares during the period. Finally, Brighton Jones LLC grew its holdings in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. 71.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on JPM. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Wells Fargo & Company dropped their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $339.08.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction on 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 owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were 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 directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 73,553 shares of company stock worth $22,593,804. Company insiders own 0.41% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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.

JPMorgan Chase & Co. Stock Performance

JPM opened at $295.67 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The company has a market capitalization of $792.25 billion, a price-to-earnings ratio of 14.16, a P/E/G ratio of 1.47 and a beta of 1.03. The business’s 50-day moving average price is $299.94 and its two-hundred day moving average price is $307.25. JPMorgan Chase & Co. has a 1 year low of $256.00 and a 1 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 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the firm posted $5.07 EPS. The business’s revenue was up 10.0% on a year-over-year basis. Equities analysts expect that JPMorgan Chase & Co. will post 22.43 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

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.