JPMorgan Chase & Co. $JPM Holdings Boosted by Norden Group LLC

Norden Group LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,589 shares of the financial services provider’s stock after purchasing an additional 2,562 shares during the quarter. JPMorgan Chase & Co. accounts for 0.8% of Norden Group LLC’s investment portfolio, making the stock its 21st biggest holding. Norden Group LLC’s holdings in JPMorgan Chase & Co. were worth $7,923,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of JPM. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. during the third quarter valued at $32,000. Family Legacy Financial Solutions LLC boosted its position in 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 acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. during the 4th quarter valued at about $52,000. Finally, Collier Financial acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.3%

Shares of NYSE JPM opened at $283.64 on Tuesday. The stock has a market cap of $764.99 billion, a price-to-earnings ratio of 14.18, a PEG ratio of 1.17 and a beta of 1.06. The business has a 50 day simple moving average of $299.49 and a 200 day simple moving average of $307.54. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week 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 released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion for 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%.The firm’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.81 earnings per share. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be paid 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%.

Analyst Ratings Changes

A number of research firms have recently issued reports on JPM. Daiwa Securities Group increased their price target 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. 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. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Finally, Truist Financial lowered their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $337.83.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Mitsubishi Corporation will use JPMorgan’s Kinexys blockchain for cross-border corporate payments, reinforcing adoption of JPM’s digital-asset rails and supporting management’s $10bn/day transaction target — a clear upside for fee revenue and product differentiation. Mitsubishi adopts JPMorgan blockchain for corporate payments
• Positive Sentiment: Multiple reports highlight JPMorgan expanding Kinexys usage and targeting higher daily volumes (from ~$7bn toward $10bn), underscoring scalable transaction volumes and institutional demand for blockchain settlement. JPMorgan expands digital assets push with Mitsubishi deal
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” stance on JPM with a $325 price target (down from $345) — still showing analyst conviction in the bank’s franchise but reducing near-term upside expectations. Piper Sandler coverage note
• Neutral Sentiment: Jefferies initiated research coverage (recent start of coverage), and dividend-focused pieces from Zacks/Yahoo reiterate JPM’s appeal for income investors — supportive background but unlikely to move shares materially by itself. Jefferies / dividend coverage
• Negative Sentiment: Truist cut its JPM price target to $323 from $330 and kept a Hold rating, signaling some caution on macro pressures that could weigh on earnings momentum. Truist price-target cut
• Negative Sentiment: Investors are balking at terms in JPMorgan’s role arranging the $7.2bn Sealed Air financing, raising questions about underwriting risk and potential mark/fee sensitivity if allocations sour — a reputational and P&L risk if deals underperform. Investors balk at Sealed Air deal terms
• Negative Sentiment: A federal judge allowed Wells Fargo’s breach-of-contract suit over a $481m commercial real-estate loan to proceed against JPMorgan, introducing litigation risk and potential losses/costs. JPMorgan must face Wells Fargo lawsuit

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,029 shares of company stock worth $22,195,693 in the last ninety days. Company insiders own 0.47% of the company’s stock.

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.