JPMorgan Chase & Co. $JPM Shares Sold by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the 4th quarter, HoldingsChannel reports. The fund owned 259,648 shares of the financial services provider’s stock after selling 4,435 shares during the period. JPMorgan Chase & Co. accounts for 2.7% of Daymark Wealth Partners LLC’s portfolio, making the stock its 6th largest position. Daymark Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $83,664,000 at the end of the most recent quarter.

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

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Fed proposal to ease post‑2008 capital rules should free up capital and boost returns for large banks like JPMorgan, improving earnings power and capital deployment prospects. How to Approach JPMorgan Stock as Fed Set to Ease Capital Rules
• Positive Sentiment: Technical/flow signal: heavy put buying and extreme options activity in JPM has historically preceded rebounds — an indicator that contrarian buyers may step in. This can support a near‑term bounce. Option Activity Is Bullish For JPMorgan And Financial Sector (Technical Analysis)
• Positive Sentiment: Investment banking upside: Anthropic is considering an IPO and has talked with banks including JPMorgan — potential M&A/IB fee opportunities if JPM participates. Claude AI Maker Anthropic Considers IPO as Soon as October
• Neutral Sentiment: Asset‑management product update: JPMorgan plans a private‑credit fund with limited redemptions (7.5%) — expands product set and fee income but comes with liquidity/market‑timing considerations. JPMorgan Plans Private Credit Fund That Allows 7.5% Redemptions
• Neutral Sentiment: Back‑office/listing housekeeping: J.P. Morgan Asset Management will transfer 14 ETFs to new listing exchanges on April 16 — operational item with limited direct share‑price impact. J.P. Morgan to Transfer 14 ETFs From Current Exchanges
• Negative Sentiment: Heavy insider selling and disclosed lobbying spend: recent filings show extensive insider sales (multiple executives, including Dimon, sold shares) — can be perceived negatively by the market even if sales are for diversification/compensation reasons. Lobbying Update: $60,000 of JPMORGAN CHASE HOLDINGS LLC lobbying was just disclosed
• Negative Sentiment: Geopolitical and FX pressure: Middle East conflict and surge in the dollar are driving safe‑haven flows and market volatility — broader headwinds for financial stocks and trading revenues, which helps explain today’s weakness in JPM. Also, JPM strategists warn of oil‑flow shocks through the Strait of Hormuz that could fuel further volatility. Dollar’s Best Run Since July Roils Wall Street’s FX Roadmap This map shows a crude ticking time bomb that hits much of the world’s oil supply in April

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated 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 owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JPM. Wells Fargo & Company decreased their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $338.70.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $282.98 on Friday. The stock has a market cap of $763.20 billion, a P/E ratio of 14.14, a price-to-earnings-growth ratio of 1.21 and a beta of 1.06. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a 50 day moving average of $300.06 and a 200-day moving average of $307.57. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

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

JPMorgan Chase & Co. Announces Dividend

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

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.