17,396 Shares in JPMorgan Chase & Co. $JPM Acquired by Buffalo Business & Estate Services Ltd.

Key Points

• Buffalo Business & Estate Services Ltd. bought a new position of 17,396 shares in JPMorgan Chase valued at about $5.6 million, representing roughly 0.8% of its holdings and the stock's 19th largest position for the firm.
• CEO Troy L. Rohrbaugh sold 50,000 shares for about $15.36 million (a 31% reduction in his stake); insiders have sold 72,029 shares worth roughly $22.2 million over the past 90 days.
• JPMorgan beat Q4 EPS estimates ($5.23 vs. $4.93), announced a $1.50 quarterly dividend (annualized $6.00, ~1.9% yield), and saw Goldman Sachs raise its price target to $365 amid a market consensus rating of "Hold."

Buffalo Business & Estate Services Ltd. purchased a new position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 17,396 shares of the financial services provider's stock, valued at approximately $5,605,000. JPMorgan Chase & Co. accounts for approximately 0.8% of Buffalo Business & Estate Services Ltd.'s holdings, making the stock its 19th biggest position.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Roxbury Financial LLC boosted its position in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock worth $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC boosted its position in 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 purchasing an additional 32 shares in the last quarter. Peterson Wealth Advisors LLC boosted its position in JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock worth $635,000 after purchasing an additional 33 shares in the last quarter. Rialto Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after purchasing an additional 33 shares in the last quarter. Finally, Essential Planning LLC. boosted its position in JPMorgan Chase & Co. by 2.4% in the 4th 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 in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Goldman Sachs raised its price target on JPMorgan and reiterated a buy stance, signaling continued analyst confidence that could support the shares into earnings. Goldman raises JPMorgan target
• Positive Sentiment: JPMorgan participated in financing for a large M&A transaction (Sun Pharma’s bid for Organon), illustrating ongoing investment-banking deal flow and fee opportunities. Strong IB activity would help offset margin pressure elsewhere. Organon buyout financed by JPMorgan
• Positive Sentiment: JPMorgan continues to post top-sector profitability metrics — it ranks among the highest return-on-equity banks — a structural strength investors favor in bank multiples. JPMorgan ROE coverage
• Neutral Sentiment: Analysts and outlets are previewing JPMorgan’s Q1 results (expectations focus on net interest income, trading, and IB fees); the report is the near-term catalyst to watch. TipRanks Q1 preview
• Neutral Sentiment: JPMorgan is set to join the limited group of corporate partners for the 2028 Los Angeles Olympics — a branding/relationship move with limited near-term earnings impact. FT: JPMorgan Olympic sponsor
• Neutral Sentiment: J.P. Morgan Asset Management announced March cash distributions for several ETFs on the TSX — relevant to AM fee flows but not a major stock driver. JPMAM ETF distributions
• Negative Sentiment: Zacks Research downgraded JPMorgan from "strong-buy" to "hold," a direct negative from the sell-side that can pressure sentiment ahead of earnings. Zacks downgrade / TickerReport
• Negative Sentiment: Bloomberg reports that Anthropic’s new AI model prompted an emergency meeting of top bank bosses and regulators to discuss cyber risks — increased regulatory scrutiny and potential remediation costs are a risk factor for large banks including JPMorgan. Anthropic/ emergency banking meeting
• Negative Sentiment: JPMorgan warned oil could test wartime highs if Strait of Hormuz disruptions persist, highlighting macro and market-volatility risks that could hurt credit conditions and trading revenue if sustained. JPM oil risk warning

Insider Activity

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer directly owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Robin Leopold sold 433 shares of the 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 completion of the transaction, the insider directly owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 72,029 shares of company stock worth $22,195,693. Insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Trading Down 0.1%

Shares of NYSE:JPM opened at $309.96 on Friday. JPMorgan Chase & Co. has a 1 year low of $225.00 and a 1 year high of $337.25. The firm has a market capitalization of $831.39 billion, a price-to-earnings ratio of 15.49, a price-to-earnings-growth ratio of 1.54 and a beta of 1.05. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The business's 50 day moving average price is $299.10 and its 200-day moving average price is $306.86.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 quarter last year, the firm posted $4.81 EPS. The business's revenue was up 7.1% on a year-over-year basis. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 29.99%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on JPM shares. The Goldman Sachs Group upped their price objective on JPMorgan Chase & Co. from $352.00 to $365.00 and gave the stock a "buy" rating in a research report on Monday, April 6th. Wall Street Zen upgraded JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Zacks Research lowered JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research report on Wednesday. Robert W. Baird upped their price objective on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research report on Wednesday, March 4th. Finally, Autonomous Res lowered their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research report on Monday, April 6th. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $333.17.

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.

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