MSH Capital Advisors LLC Has $9.34 Million Position in JPMorgan Chase & Co. $JPM

MSH Capital Advisors LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 29,000 shares of the financial services provider’s stock after acquiring an additional 3,078 shares during the quarter. JPMorgan Chase & Co. comprises about 2.0% of MSH Capital Advisors LLC’s investment portfolio, making the stock its 5th biggest position. MSH Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $9,344,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Roxbury Financial LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after acquiring an additional 31 shares during the period. Collective Family Office LLC lifted its position in shares of JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares during the last quarter. Rialto Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after buying an additional 33 shares during the last quarter. Essential Planning LLC. lifted its position in shares of JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after buying an additional 33 shares during the last quarter. Finally, Tevis Investment Management lifted its position in shares of JPMorgan Chase & Co. by 0.8% during the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock worth $1,337,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.0%

Shares of JPM stock opened at $301.06 on Thursday. The stock has a market cap of $806.70 billion, a price-to-earnings ratio of 14.42, a PEG ratio of 1.47 and a beta of 1.00. The stock has a 50-day moving average of $303.16 and a 200-day moving average of $306.39. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $260.31 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its 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. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the firm posted $5.07 earnings per share. The firm’s revenue was up 10.0% on a year-over-year basis. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 22.4 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid 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 dividend payout ratio (DPR) is currently 28.74%.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% 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. Over the last ninety days, insiders sold 28,589 shares of company stock worth $8,747,496. Company insiders own 0.41% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is helping arrange a roughly $1 billion financing package for Transportadora de Gas del Sur’s Vaca Muerta project in Argentina, reinforcing the bank’s role in large-scale global lending and fee-generating deals. Santander, JPMorgan to Back $1 Billion TGS Vaca Muerta Financing
• Positive Sentiment: CEO Jamie Dimon plans to discuss SpaceX’s upcoming IPO with JPMorgan’s ultra-wealthy clients, which highlights the bank’s access to major investment-banking opportunities and affluent customer relationships. JPMorgan’s Dimon to discuss SpaceX IPO roadshow with ultra-rich clients, Bloomberg News reports
• Positive Sentiment: JPMorgan continues to be cited as a defensive, diversified financial stock as investors look beyond the AI trade, supporting the view that it remains a core large-cap banking name. Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification
• Neutral Sentiment: JPMorgan expanded its 2030 fixed-to-floating notes offering with a $500 million public deal, reflecting active funding management but not a major surprise for investors. JPMorgan Chase Expands 2030 Fixed-to-Floating Notes Offering
• Neutral Sentiment: JPMorgan also drew attention for CEO Jamie Dimon’s comments about a possible large acquisition and the bank’s push into Europe and crypto-related policy debate, but these are longer-term strategic themes rather than immediate catalysts. JPMorgan Weighs US$20b Deal While Expanding In Europe And Crypto Debate
• Negative Sentiment: More broadly, financial stocks sold off in late-afternoon trading, which likely pressured JPMorgan shares along with the rest of the sector. Sector Update: Financial Stocks Decline Late Afternoon
• Negative Sentiment: JPMorgan’s public criticism of the CLARITY Act and broader crypto regulation debate could create some headline risk, though the direct stock impact appears limited for now. CLARITY Act At The Center Of Latest Political Clash: Sen. Lummis Hits Back At JPMorgan CEO

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on JPM shares. UBS Group dropped their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. HSBC upped their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Argus upped 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. 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 research report on Tuesday, February 17th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $339.08.

JPMorgan Chase & Co. 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.