JPMorgan Chase & Co. $JPM Shares Sold by Neville Rodie & Shaw Inc.

Neville Rodie & Shaw Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 131,459 shares of the financial services provider’s stock after selling 1,934 shares during the quarter. JPMorgan Chase & Co. makes up 3.0% of Neville Rodie & Shaw Inc.’s portfolio, making the stock its 7th biggest position. Neville Rodie & Shaw Inc.’s holdings in JPMorgan Chase & Co. were worth $42,358,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Geode Capital Management LLC increased its holdings in JPMorgan Chase & Co. by 0.5% in the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after purchasing an additional 300,160 shares during the last quarter. Norges Bank bought a new position in JPMorgan Chase & Co. during the second quarter worth about $10,295,209,000. Legal & General Group Plc lifted its holdings in shares of JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after purchasing an additional 607,025 shares in the last quarter. Laurel Wealth Advisors LLC lifted its stake in JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Finally, Fisher Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after purchasing an additional 347,033 shares during the period. Institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Daiwa Securities Group lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Robert W. Baird lifted their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Finally, Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $340.00.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 71,596 shares of company stock worth $22,067,932. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $286.59 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The stock has a market capitalization of $772.95 billion, a price-to-earnings ratio of 14.32, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. The company’s 50 day simple moving average is $302.33 and its 200 day simple moving average is $307.89.

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

JPMorgan Chase & Co. Dividend Announcement

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

Key Headlines 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

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.