Mirabaud & Cie SA Trims Position in JPMorgan Chase & Co. $JPM

Mirabaud & Cie SA trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 9.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 26,450 shares of the financial services provider’s stock after selling 2,844 shares during the period. JPMorgan Chase & Co. accounts for about 2.7% of Mirabaud & Cie SA’s investment portfolio, making the stock its 10th biggest holding. Mirabaud & Cie SA’s holdings in JPMorgan Chase & Co. were worth $8,523,000 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 the company. Roxbury Financial LLC lifted its holdings in 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 during the last quarter. Collective Family Office LLC increased its holdings 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 valued at $1,076,000 after acquiring an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 1.6% during the 3rd 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 raised its position in shares of JPMorgan Chase & Co. by 3.6% during the 3rd 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, Essential Planning LLC. lifted its stake in JPMorgan Chase & Co. by 2.4% during the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after purchasing an additional 33 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on JPM. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. The Goldman Sachs Group raised their price target on shares of JPMorgan Chase & Co. from $352.00 to $365.00 and gave the stock a “buy” rating in a research report on Monday. HSBC decreased their price target on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a report on Wednesday, April 1st. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Finally, Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $334.21.

JPMorgan Chase & Co. Trading Up 0.4%

JPMorgan Chase & Co. stock opened at $295.66 on Tuesday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a 50-day moving average price of $298.84 and a two-hundred day moving average price of $307.00. The firm has a market capitalization of $797.40 billion, a price-to-earnings ratio of 14.78, a PEG ratio of 1.41 and a beta of 1.05. 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 posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the firm earned $4.81 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Goldman Sachs raised its price target to $365 and reiterated a buy rating — a bullish institutional signal that supports upside expectations for JPM. Goldman Sachs raises PT to $365
• Positive Sentiment: Analysts expect solid Q1 results for big U.S. banks including JPMorgan, and coverage highlighting JPM’s earnings growth and price strength supports investor confidence in the stock’s near-term fundamentals. US banks set to deliver solid first quarter results
• Positive Sentiment: Financial sector stocks are trading higher today, which provides a favorable market backdrop for JPM given its heavyweight role in the sector. Financial stocks higher late afternoon
• Neutral Sentiment: Autonomous Research trimmed its price target to $324 and maintained a neutral rating — a mixed signal that tempers consensus upside but isn’t a sell indicator. Autonomous trims PT to $324
• Neutral Sentiment: JPMorgan notified DroneShield that it has ceased to be a substantial holder — a routine portfolio action with minimal direct impact on JPM’s core business. JPMorgan ceases to be substantial holder in DroneShield
• Negative Sentiment: CEO Jamie Dimon’s annual letter warns the Iran war could push inflation and interest rates higher, and flags geopolitical, AI and private‑credit risks — comments that raise macro uncertainty and could pressure financial multiples if rate-risk and inflation fears intensify. Dimon warns on geopolitical and inflation risks
• Negative Sentiment: SEC filing and Quiver coverage estimate a roughly 7% increase in Jamie Dimon’s 2025 pay and show extensive insider selling over recent months — large insider sales can be interpreted negatively by some investors as reduced insider conviction. Chairman and CEO 2025 pay revealed; insider selling activity

Insider Transactions at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $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 SEC, which can be accessed through this link. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the transaction, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 72,029 shares of company stock worth $22,195,693 over the last quarter. 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.