Bank Julius Baer & Co. Ltd Zurich Has $697.78 Million Stock Position in JPMorgan Chase & Co. $JPM

Key Points

• Bank Julius Baer & Co. Ltd Zurich boosted its JPMorgan Chase stake by 1.4% in the fourth quarter, ending with 2,165,099 shares valued at about $697.8 million. JPMorgan is now its 11th-largest holding and makes up 1.9% of the portfolio.
• Other major institutions also increased their JPM positions, and hedge funds and institutions collectively own 71.55% of the company. Analyst sentiment remains constructive, with a consensus rating of Moderate Buy and a target price of $339.08.
• JPMorgan recently reported strong quarterly results, beating earnings and revenue estimates, and it raised its quarterly dividend to $1.50 per share. The bank also continues to expand, including a push into AI staffing and a new digital retail bank launch in Germany.

Bank Julius Baer & Co. Ltd Zurich increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 2,165,099 shares of the financial services provider's stock after purchasing an additional 29,916 shares during the period. JPMorgan Chase & Co. comprises about 1.9% of Bank Julius Baer & Co. Ltd Zurich's investment portfolio, making the stock its 11th biggest holding. Bank Julius Baer & Co. Ltd Zurich owned 0.08% of JPMorgan Chase & Co. worth $697,783,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Legal & General Group Plc lifted its holdings in shares of JPMorgan Chase & Co. by 3.3% during the 3rd 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 buying an additional 607,025 shares during the last quarter. Fisher Asset Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider's stock valued at $4,959,330,000 after purchasing an additional 347,033 shares during the last quarter. Invesco Ltd. lifted its stake in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider's stock valued at $4,622,675,000 after purchasing an additional 322,735 shares during the last quarter. Boston Partners lifted its holdings in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider's stock worth $2,360,045,000 after purchasing an additional 168,184 shares during the last quarter. Finally, California Public Employees Retirement System lifted its holdings in JPMorgan Chase & Co. by 19.6% in the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider's stock worth $2,086,806,000 after purchasing an additional 1,082,913 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research analyst reports. Dbs Bank raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Tuesday, May 12th. Autonomous Res dropped their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating for the company in a research note on Monday, April 6th. Daiwa Securities Group dropped their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a report on Tuesday, April 7th. Jefferies Financial Group reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Finally, HSBC boosted their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research report on Monday, May 4th. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $339.08.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is accelerating its push into AI, with Dimon saying the bank will add more AI staff and rely less on traditional banker roles, which could boost productivity and lower operating costs over time. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: Executives said global investment banking and IPO activity remain solid, with stronger deal flow expected in Hong Kong and mainland China, especially in AI and healthcare. JPMorgan's Foley Sees Strong IPO Growth in HK, China
• Positive Sentiment: JPMorgan launched its Chase digital retail bank in Germany, expanding its consumer footprint in Europe and opening another growth channel. JPMorgan Launches Its German Retail Bank, Aiming for ‘Top’ Rank
• Positive Sentiment: Financial stocks were broadly higher, providing a supportive sector backdrop for JPMorgan shares. Sector Update: Financial Stocks Higher Friday Afternoon
• Neutral Sentiment: Dimon also warned that interest rates could move much higher, which underscores a tougher macro environment even though JPMorgan may benefit from volatility in trading and markets. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Neutral Sentiment: JPMorgan Asset Management disclosed a new stake in Kitron ASA, which appears to be routine portfolio activity rather than a direct driver for JPM stock. JPMorgan Asset Management Takes Notifiable 5.6% Stake in Kitron ASA
• Negative Sentiment: One bearish analysis argued JPMorgan still faces valuation and “capital trap” concerns despite its AI strategy and scale. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)
• Negative Sentiment: JPMorgan is also trying to offload exposure tied to more than $4 billion in private-equity-linked loans, suggesting management is actively managing downside risk in a slower PE funding environment. JPMorgan looks to offload exposure to $4 billion in private equity-linked loans, FT reports

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The stock was 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. The trade was a 8.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the business's stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 28,589 shares of company stock worth $8,747,496. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Trading Up 1.2%

Shares of JPM stock opened at $306.49 on Friday. The firm has a 50 day moving average price of $300.85 and a two-hundred day moving average price of $307.13. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $821.25 billion, a PE ratio of 14.68, a price-to-earnings-growth ratio of 1.48 and a beta of 1.03. JPMorgan Chase & Co. has a 12-month low of $256.00 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts' consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.07 earnings per share. As a group, analysts predict that JPMorgan Chase & Co. will post 22.43 earnings per share for the current 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 paid a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 28.74%.

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.

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