Barings LLC Sells 3,736 Shares of JPMorgan Chase & Co. $JPM

Barings LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 43.3% in the first quarter, Holdings Channel.com reports. The firm owned 4,891 shares of the financial services provider’s stock after selling 3,736 shares during the period. Barings LLC’s holdings in JPMorgan Chase & Co. were worth $1,439,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fidelis Capital Partners LLC increased its position in shares of JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares during the period. Howard Capital Management Inc. lifted its position in JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after purchasing an additional 3,976 shares during the period. Newbridge Financial Services Group Inc. lifted its position in JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after purchasing an additional 3,027 shares during the period. Brighton Jones LLC boosted its stake in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares in the last quarter. Finally, KTF Investments LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter worth $6,449,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

JPM has been the topic of several analyst reports. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Wells Fargo & Company raised their price objective on shares of JPMorgan Chase & Co. from $360.00 to $375.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. The Goldman Sachs Group reiterated a “buy” rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Weiss Ratings raised shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, July 6th. Finally, Citigroup increased their price target on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $356.38.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan was named in Reuters reports as a potential participant in financing Japan’s planned $550 billion U.S. investment program, which could create additional fee and lending opportunities for the bank. Article Title
• Positive Sentiment: Analyst coverage remained constructive, with KBW initiating a Buy rating and a $384 price target, citing JPMorgan’s strong capital position, diversified revenue streams, and upside potential. Article Title
• Positive Sentiment: A separate note said JPMorgan may be about 4% undervalued based on fee growth and bond issuance activity, pointing to continued strength in capital markets and debt underwriting. Article Title
• Positive Sentiment: Financial stocks broadly moved higher during afternoon trading, and sector rotation commentary from Jim Cramer favoring banks over volatile tech stocks also supported the group. Article Title
• Neutral Sentiment: Jamie Dimon gave multiple interviews warning that markets are underestimating geopolitical, fiscal, and bond-market risks, and said he would not be buying stocks or long-term Treasurys at current levels. Those remarks may temper enthusiasm, but they also reinforce his reputation for caution rather than signaling a JPMorgan-specific problem. Article Title
• Neutral Sentiment: Dimon also said AI is already reducing jobs in some JPMorgan units, but framed it as a way to protect margins and improve efficiency rather than a direct earnings threat. Article Title
• Negative Sentiment: Dimon’s repeated warnings about geopolitics, U.S. debt, and bond-market risks could make some investors more cautious about the broader banking and market outlook. Article Title

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $344.74 on Wednesday. The stock’s fifty day simple moving average is $320.69 and its 200 day simple moving average is $310.48. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $351.24. The firm has a market cap of $923.73 billion, a price-to-earnings ratio of 14.77, a P/E/G ratio of 1.51 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same period in the prior year, the company posted $4.96 earnings per share. The business’s revenue for the quarter was up 27.7% compared to the same quarter last year. On average, analysts expect that JPMorgan Chase & Co. will post 23.38 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the transaction, the chief financial officer owned 32,438 shares in the company, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 18,876 shares of company stock valued at $5,907,051. 0.41% of the stock is owned by insiders.

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.