JPMorgan Chase & Co. $JPM is Ferguson Wellman Capital Management Inc.’s 6th Largest Position

Ferguson Wellman Capital Management Inc. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 745,717 shares of the financial services provider’s stock after purchasing an additional 4,265 shares during the period. JPMorgan Chase & Co. accounts for about 3.9% of Ferguson Wellman Capital Management Inc.’s holdings, making the stock its 6th biggest position. Ferguson Wellman Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $240,285,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in JPM. 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 worth $2,581,000 after buying an additional 31 shares in the last quarter. Collective Family Office LLC boosted its stake in shares of JPMorgan Chase & Co. by 1.0% in 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. Peterson Wealth Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after acquiring an additional 33 shares in the last quarter. Rialto Wealth Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 33 shares in the last quarter. Finally, TradeWell Securities LLC. increased its position in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after acquiring an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 in the last ninety days. 0.47% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently commented on JPM shares. Piper Sandler lifted their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Finally, Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average target price of $338.70.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $282.98 on Monday. 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 fifty day simple moving average of $300.06 and a two-hundred day simple moving average of $307.69. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The firm has a market cap of $763.20 billion, a price-to-earnings ratio of 14.14, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06.

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 the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the previous year, the company posted $4.81 earnings per share. The business’s revenue was up 7.1% on a year-over-year basis. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Trending Headlines about JPMorgan Chase & Co.

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

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.