JPMorgan Chase & Co. $JPM is Abner Herrman & Brock LLC’s 4th Largest Position

Abner Herrman & Brock LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 121,810 shares of the financial services provider’s stock after selling 2,018 shares during the period. JPMorgan Chase & Co. makes up 4.0% of Abner Herrman & Brock LLC’s holdings, making the stock its 4th biggest holding. Abner Herrman & Brock LLC’s holdings in JPMorgan Chase & Co. were worth $39,250,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Doliver Advisors LP boosted its stake in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Doliver Advisors LP now owns 20,473 shares of the financial services provider’s stock valued at $6,597,000 after buying an additional 2,030 shares during the period. Unique Wealth LLC increased its stake in shares of JPMorgan Chase & Co. by 8.0% during the fourth quarter. Unique Wealth LLC now owns 958 shares of the financial services provider’s stock worth $309,000 after buying an additional 71 shares during the period. Commons Capital LLC raised its holdings in JPMorgan Chase & Co. by 7.1% in the fourth quarter. Commons Capital LLC now owns 7,964 shares of the financial services provider’s stock valued at $2,566,000 after acquiring an additional 526 shares in the last quarter. Park Avenue Securities LLC raised its holdings in JPMorgan Chase & Co. by 1.8% in the fourth quarter. Park Avenue Securities LLC now owns 158,702 shares of the financial services provider’s stock valued at $51,137,000 after acquiring an additional 2,811 shares in the last quarter. Finally, Coastline Trust Co lifted its stake in JPMorgan Chase & Co. by 30.2% in the fourth quarter. Coastline Trust Co now owns 27,813 shares of the financial services provider’s stock worth $8,962,000 after acquiring an additional 6,447 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other 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

Insider Transactions at JPMorgan Chase & Co.

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the transaction, the chief financial officer owned 23,804 shares in the company, valued at $7,294,021.68. This represents a 10.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,596 shares of company stock worth $22,067,932. Insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on JPM shares. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Wells Fargo & Company dropped their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. Finally, CICC Research started coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $286.59 on Monday. The company’s fifty day moving average price is $302.33 and its 200 day moving average price is $307.96. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market capitalization of $772.95 billion, a P/E ratio of 14.32, a P/E/G ratio of 1.19 and a beta of 1.06.

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

JPMorgan Chase & Co. Dividend Announcement

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

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.