Integrated Investment Consultants LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 27.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,396 shares of the financial services provider’s stock after selling 6,849 shares during the quarter. JPMorgan Chase & Co. comprises about 1.2% of Integrated Investment Consultants LLC’s holdings, making the stock its 21st largest position. Integrated Investment Consultants LLC’s holdings in JPMorgan Chase & Co. were worth $5,928,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in JPM. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter worth about $35,000. Merrithew & Thorsten Inc bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $40,000. WHI TRUST Co LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $45,000. Cresta Advisors Ltd. bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $48,000. Finally, Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $52,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.
More JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory hurdle and easing concerns about capital/planning scrutiny. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
- Positive Sentiment: JPMorgan is expanding its AI use in investment banking, signaling a push toward automation and tech-enabled productivity that could improve efficiency over time. JPMorgan Expands AI Push as Banking Jobs Enter Transition Phase
- Positive Sentiment: JPMorgan strategists said markets may be overpricing the risk of interest-rate hikes, a view that supports defensive stock leadership and suggests room for selective equity gains. JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
- Neutral Sentiment: JPMorgan continues to highlight low-volatility and income-focused ETF products, which may support asset-management flows, but these items are not a direct driver of the bank’s core earnings outlook. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
- Neutral Sentiment: Separately, JPMorgan warned that rising oil prices and geopolitical stress could hurt growth and end the U.S. “Goldilocks” backdrop, which is a macro risk for banks and the broader market. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
- Negative Sentiment: JPMorgan’s warning that the Iran conflict and higher energy costs could trigger a negative growth shock raises recession risk, which could weigh on loan demand and credit quality if conditions worsen. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
Wall Street Analysts Forecast Growth
View Our Latest Research Report on JPM
JPMorgan Chase & Co. Trading Up 0.1%
NYSE JPM opened at $306.81 on Wednesday. JPMorgan Chase & Co. has a 1-year low of $260.31 and a 1-year high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a 50-day moving average of $301.79 and a 200-day moving average of $307.06. The firm has a market cap of $822.10 billion, a PE ratio of 14.69, a price-to-earnings-growth ratio of 1.49 and a beta of 1.03.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating 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 company had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the company posted $5.07 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% on a year-over-year basis. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current year.
JPMorgan Chase & Co. Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid 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 28.74%.
Insider Buying and Selling
In other news, General Counsel Stacey Friedman sold 5,468 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 28,589 shares of company stock worth $8,747,496. Insiders own 0.41% 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.
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