56,117 Shares in JPMorgan Chase & Co. $JPM Acquired by BW Gestao de Investimentos Ltda.

Key Points

• BW Gestao de Investimentos Ltda. disclosed a new fourth-quarter stake in JPMorgan Chase, buying 56,117 shares valued at about $18.1 million. The position makes JPM its 29th-largest holding and about 0.4% of the firm’s portfolio.
• JPMorgan’s latest earnings beat expectations, with $5.94 EPS and $50.54 billion in revenue versus estimates of $5.50 EPS and $48.30 billion. Revenue rose 10% year over year, and analysts currently have a consensus Hold rating with a $339.08 price target.
• The bank continues to show operational momentum and shareholder returns, including a quarterly dividend of $1.50 per share and news that it is expanding AI tools and small-business offerings. However, insiders sold shares in recent months, and the stock also faces potential scrutiny over AI-related risks.

BW Gestao de Investimentos Ltda. acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 56,117 shares of the financial services provider's stock, valued at approximately $18,082,000. JPMorgan Chase & Co. comprises about 0.4% of BW Gestao de Investimentos Ltda.'s holdings, making the stock its 29th biggest holding.

A number of other institutional investors and hedge funds also recently made changes to their positions in JPM. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter worth $35,000. Merrithew & Thorsten Inc bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $40,000. WHI TRUST Co LLC bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $45,000. Cresta Advisors Ltd. bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $48,000. Finally, Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth about $52,000. Hedge funds and other institutional investors own 71.55% of the company's stock.

Analysts Set New Price Targets

Several research firms have recently commented on JPM. Daiwa Securities Group decreased their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 7th. Jefferies Financial Group reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Wednesday, April 8th. Finally, UBS Group lowered their price target on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Fourteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $339.08.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is expanding its AI push, with plans to deploy autonomous AI agents across banking operations later this year. That reinforces the bank’s reputation as a leader in technology adoption and could improve efficiency over time. JPMorgan Chase plans to deploy more powerful AI agents this year
• Positive Sentiment: The company is also rolling out new tools for small businesses, including better credit insights and customer analytics in Chase for Business, which could strengthen client relationships and deepen deposits/fee opportunities. Chase Offers Small Businesses More Credit Insights
• Positive Sentiment: JPMorgan’s consumer banking chief said spending remains resilient even as inflation rises, suggesting credit quality and loan demand may stay relatively stable for now. JPMorgan Watching Consumer Spending as Inflation Creeps Up
• Neutral Sentiment: The stock is also benefiting from a stronger backdrop for financial shares overall, as the sector traded higher in Tuesday afternoon action. Sector Update: Financial Stocks Advance Tuesday Afternoon
• Negative Sentiment: On the caution side, congressional Democrats are pressing large banks to explain how they will address AI-related cyber risks, which could mean more regulatory scrutiny for JPMorgan and peers. Wells Fargo, JPMorgan, and Other Big Banks Face Pressure to Address AI Risks
• Negative Sentiment: JPMorgan and affiliates also disclosed they are no longer a substantial holder in Immutep Ltd., a routine portfolio/holding update that is unlikely to help sentiment. JPMorgan Ceases to Be Substantial Holder in Immutep Ltd

JPMorgan Chase & Co. Price Performance

JPM stock opened at $312.48 on Wednesday. JPMorgan Chase & Co. has a one year low of $262.71 and a one year high of $337.25. The company's fifty day moving average price is $304.87 and its 200-day moving average price is $306.68. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $837.30 billion, a PE ratio of 14.97, a price-to-earnings-growth ratio of 1.52 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the previous year, the firm earned $5.07 earnings per share. The company's quarterly revenue was up 10.0% compared to the same quarter last year. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 22.4 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business 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. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Insider Activity at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 9,136 shares of the business's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the transaction, the chief operating officer owned 90,001 shares of the company's stock, valued at approximately $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the company's stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 28,589 shares of company stock worth $8,747,496 over the last ninety days. 0.41% of the stock is owned by corporate insiders.

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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