Verdence Capital Advisors LLC Has $27.49 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Verdence Capital Advisors LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 85,308 shares of the financial services provider’s stock after selling 2,752 shares during the period. JPMorgan Chase & Co. comprises about 1.6% of Verdence Capital Advisors LLC’s portfolio, making the stock its 8th biggest position. Verdence Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $27,488,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in JPM. Matisse Capital increased its position in shares of JPMorgan Chase & Co. by 6.7% during the fourth quarter. Matisse Capital now owns 4,941 shares of the financial services provider’s stock worth $1,592,000 after buying an additional 310 shares during the period. Carmel Capital Partners LLC lifted its holdings in JPMorgan Chase & Co. by 68.6% in the fourth quarter. Carmel Capital Partners LLC now owns 2,965 shares of the financial services provider’s stock valued at $955,000 after buying an additional 1,206 shares during the period. St. Johns Investment Management Company LLC lifted its holdings in JPMorgan Chase & Co. by 0.9% in the fourth quarter. St. Johns Investment Management Company LLC now owns 11,406 shares of the financial services provider’s stock valued at $3,675,000 after buying an additional 98 shares during the period. Cornerstone National Bank & Trust Co boosted its position in JPMorgan Chase & Co. by 1.3% during the fourth quarter. Cornerstone National Bank & Trust Co now owns 7,416 shares of the financial services provider’s stock valued at $2,390,000 after acquiring an additional 92 shares during the last quarter. Finally, Elevated Financial Group LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at $1,339,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on JPM. Argus lifted their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Autonomous Res cut their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Evercore raised their target price 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. Robert W. Baird set a $295.00 target price on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Truist Financial boosted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $338.12.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s blockchain unit Kinexys joined Mastercard, Ripple and Ondo Finance to complete the first near–real‑time, cross‑border, cross‑bank redemption of a tokenized U.S. Treasury fund on the XRP Ledger — a tangible milestone for tokenization use cases that could expand transaction services and fee opportunities for the bank. Ondo, JPMorgan, Mastercard & Ripple complete cross-border Treasury redemption
• Positive Sentiment: Barclays reaffirmed its “buy” rating on JPMorgan, providing analyst support that helps underpin investor confidence even as other firms tweak targets. Barclays Remains Its Buy Rating
• Neutral Sentiment: JPMorgan issued 300,000 shares of a new 6.100% fixed‑rate reset preferred series (Series PP). It raises capital with limited common‑equity dilution but is a financing move investors should note. JPMorgan Issues New Series PP Preferred Stock
• Neutral Sentiment: UBS trimmed its price target on JPMorgan slightly (from $380 to $375). That modest adjustment is not a rating change but can cap upside in the near term. UBS Adjusts JPMorgan Chase Price Target
• Neutral Sentiment: CEO Jamie Dimon warned of a potential “some kind of bond crisis” tied to government debt, a macro view that could weigh on bank trading and balance‑sheet economics if risks materialize. Investors may treat this as a cautionary macro signal rather than a direct hit to JPM’s fundamentals. Jamie Dimon Warns Of ‘Some Kind Of Bond Crisis’
• Negative Sentiment: JPMorgan and Citigroup were sued by Chinese energy firm HY Energy over frozen payments tied to U.S. sanctions rules — a legal and operational risk that could draw regulatory scrutiny and small litigation costs. JPMorgan, Citi Sued for Frozen Payments to Sanctioned China Firm
• Negative Sentiment: The New York Times reported JPMorgan offered $1M to settle harassment claims involving an executive — a reputational/legal story that can create headline risk and investor caution. JPMorgan Tried to Settle Harassment Accusations Against Executive

Insider Activity

In related news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the transaction, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. 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 sale, the chief executive officer directly 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 position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 79,849 shares of company stock valued at $24,522,956. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $306.44 on Friday. The firm has a market capitalization of $821.10 billion, a P/E ratio of 14.68, a P/E/G ratio of 1.53 and a beta of 1.03. The firm’s 50-day moving average price is $299.69 and its 200-day moving average price is $307.26. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $251.55 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $48.30 billion. During the same period last year, the business posted $5.07 EPS. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. Equities research analysts anticipate that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

JPMorgan Chase & Co. Company 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.