Doliver Advisors LP Acquires 2,030 Shares of JPMorgan Chase & Co. $JPM

Doliver Advisors LP raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 20,473 shares of the financial services provider’s stock after buying an additional 2,030 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.7% of Doliver Advisors LP’s portfolio, making the stock its 9th biggest holding. Doliver Advisors LP’s holdings in JPMorgan Chase & Co. were worth $6,597,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC increased its holdings in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the period. Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Finally, Miller Global Investments LLC acquired a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at about $52,000. 71.55% of the stock is owned by institutional investors.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $286.59 on Friday. The firm has a market cap of $772.95 billion, a P/E ratio of 14.32, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. The firm’s 50-day simple moving average is $302.33 and its 200-day simple moving average is $307.89. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.81 earnings per share. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 in the last 90 days. 0.47% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms recently weighed in on JPM. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. The Goldman Sachs Group upped their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Truist Financial reduced their price objective on JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Finally, Piper Sandler lifted their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

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.