3,595 Shares in JPMorgan Chase & Co. $JPM Bought by South Shore Capital Advisors

Key Points

• South Shore Capital Advisors bought a new stake of 3,595 shares of JPMorgan Chase, valued at approximately $1.158 million, making up about 0.8% of its portfolio and its 23rd largest holding.
• Several large institutions also added to JPM positions — including Danske Bank (new ~$696.9 million position), Holocene Advisors (position grew over 1,000% to 2,155,120 shares) and Viking Global and CalPERS with sizable increases — with institutional investors owning 71.55% of the stock.
• JPMorgan reported quarterly EPS $5.23 vs. $4.93 expected and revenue of $45.8B, and announced a quarterly dividend of $1.50 (annualized $6.00, yield ~1.9%; ex-dividend April 6).

South Shore Capital Advisors bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,595 shares of the financial services provider's stock, valued at approximately $1,158,000. JPMorgan Chase & Co. makes up about 0.8% of South Shore Capital Advisors' investment portfolio, making the stock its 23rd largest holding.

A number of other hedge funds have also added to or reduced their stakes in JPM. Danske Bank A S bought a new position in JPMorgan Chase & Co. in the third quarter valued at $696,885,000. Holocene Advisors LP grew its position in JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock valued at $679,790,000 after purchasing an additional 1,964,958 shares in the last quarter. Viking Global Investors LP grew its position in JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares in the last quarter. California Public Employees Retirement System grew its position in JPMorgan Chase & Co. by 19.6% in the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider's stock valued at $2,086,806,000 after purchasing an additional 1,082,913 shares in the last quarter. Finally, Legal & General Group Plc grew its position in JPMorgan Chase & Co. by 3.3% in the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock valued at $5,964,459,000 after purchasing an additional 607,025 shares in the last quarter. Institutional investors own 71.55% of the company's stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan rolled out a major community and lending push (the “American Dream” initiative) that ties branch expansion and targeted lending to long‑term growth — investors see this as a durable revenue and deposit-relationship play even if it raises near-term costs. JPMorgan Is Betting on the ‘American Dream’ with a New $1.5 Trillion Initiative. What Does That Really Mean?
• Positive Sentiment: JPMorgan strategists are publicly urging investors to “buy the dip,” signaling the firm’s positive macro view and supporting risk appetite across US equities — this note likely lifted sentiment in banking stocks and helped JPM shares. Another V-shaped rebound ahead? JPM says buy the dip in stocks
• Positive Sentiment: JPMorgan is collecting fees and relationship business as arranger/agent on corporate credit deals (e.g., Chemed’s $450M facility), which supports non‑interest income streams. Chemed Corporation Announces a Five-Year $450 Million Amended and Restated Credit Agreement
• Neutral Sentiment: JPMorgan is heading into Q1 earnings (reporting April 14) with traders pricing in a multi‑percent move; prior beats give confidence but results will be a near‑term volatility catalyst. Here's How Much JPMorgan Chase Stock Is Expected to Move After Earnings
• Neutral Sentiment: JPMorgan and affiliates disclosed reductions/exits from substantial‑holder positions in a few Australian-listed names (Lynas, Nanosonics) — portfolio/housekeeping moves that are not material to JPM’s core franchise but are being reported. JPMorgan Group Drops Below Substantial Holding in Lynas Rare Earths
• Neutral Sentiment: Market commentators and outlets are comparing JPM to peers (MS, GS) ahead of bank reporting — useful framing but not a direct driver unless JPM’s results deviate. JPM or MS: Which Stock Looks More Compelling Ahead of Q1 Earnings?
• Negative Sentiment: JPMorgan analysts warn that crude oil topping $104 could push fuel/gas prices sharply higher, a development that risks consumer strain and credit deterioration if sustained. This macro risk is a potential headwind for bank loan performance. Fuel Costs Poised for Sharp Increase as Crude Crosses $104 Mark
• Negative Sentiment: CEO Jamie Dimon has emphasized risks ahead of earnings, a cautious tone that can temper upside if management flags higher loan-loss provisioning or softer consumer trends. JPMorgan CEO Jamie Dimon Weighs Risks Ahead Of Earnings

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $313.30 on Tuesday. The firm has a 50-day moving average of $299.20 and a 200-day moving average of $306.81. JPMorgan Chase & Co. has a one year low of $226.34 and a one year high of $337.25. The company has a market cap of $840.34 billion, a PE ratio of 15.66, 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.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts' consensus estimates 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 company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter last year, the firm posted $4.81 EPS. The company's quarterly revenue was up 7.1% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Analysts Set New Price Targets

JPM has been the subject of a number of analyst reports. TD Cowen reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Finally, Zacks Research downgraded shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, April 8th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $333.17.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. 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 of the company's stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares of the company's stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 72,029 shares of company stock worth $22,195,693. Corporate 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.

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