NatWest Group plc increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 97.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 63,194 shares of the financial services provider’s stock after purchasing an additional 31,154 shares during the period. JPMorgan Chase & Co. accounts for about 4.7% of NatWest Group plc’s investment portfolio, making the stock its 5th biggest holding. NatWest Group plc’s holdings in JPMorgan Chase & Co. were worth $20,362,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth approximately $10,295,209,000. Laurel Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd 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 acquiring an additional 16,727,530 shares in the last quarter. Danske Bank A S bought a new position in JPMorgan Chase & Co. during the third quarter worth $696,885,000. Holocene Advisors LP lifted its stake in JPMorgan Chase & Co. by 1,033.3% during the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after purchasing an additional 1,964,958 shares during the last quarter. Finally, Viking Global Investors LP lifted its stake in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. 71.55% of the stock is owned by institutional investors.
JPMorgan Chase & Co. Stock Performance
JPM stock opened at $283.64 on Tuesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a market capitalization of $764.99 billion, a price-to-earnings ratio of 14.18, a PEG ratio of 1.17 and a beta of 1.06. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The stock’s fifty day moving average is $299.49 and its two-hundred day moving average is $307.54.
JPMorgan Chase & Co. Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a 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%.
Insider Activity
In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 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 value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The shares were 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 in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 over the last three months. Insiders own 0.47% of the company’s stock.
Key JPMorgan Chase & Co. News
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
Wall Street Analyst Weigh In
Several analysts have weighed in on the stock. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price on the stock. 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 an average rating of “Moderate Buy” and an average price target of $337.83.
View Our Latest Stock Analysis on JPMorgan Chase & Co.
JPMorgan Chase & Co. Company 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.
Further Reading
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