BXM Wealth LLC Purchases 51,156 Shares of JPMorgan Chase & Co. $JPM

Key Points

• BXM Wealth LLC boosted its stake in JPMorgan by 757.8%, buying 51,156 shares in Q4 to hold 57,907 shares valued at $18.66 million (1.8% of its portfolio; the firm's 15th-largest holding).
• JPMorgan's fundamentals remain strong: it beat Q4 EPS estimates ($5.23 vs. $4.93), reported a 17.16% ROE and 7.1% revenue growth year-over-year, and Goldman Sachs raised its price target to $365 (consensus target ≈ $333).
• Shareholder returns and insider activity: the bank announced a $1.50 quarterly dividend (annualized $6.00; yield 1.9%; ex-dividend April 6, payable April 30) while insiders sold about 72,029 shares (~$22.2 million) over the past three months.

BXM Wealth LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 757.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 57,907 shares of the financial services provider's stock after purchasing an additional 51,156 shares during the quarter. JPMorgan Chase & Co. makes up 1.8% of BXM Wealth LLC's portfolio, making the stock its 15th largest holding. BXM Wealth LLC's holdings in JPMorgan Chase & Co. were worth $18,659,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at $35,000. Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at $52,000. Finally, Collier Financial bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at $60,000. 71.55% of the stock is owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $309.96 on Friday. The stock has a 50-day simple moving average of $299.10 and a 200 day simple moving average of $306.86. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $225.00 and a 12-month high of $337.25. The stock has a market capitalization of $831.39 billion, a price-to-earnings ratio of 15.49, a P/E/G ratio of 1.54 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly 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 business had revenue of $45.80 billion during the quarter, compared to analysts' expectations of $45.98 billion. During the same period in the previous year, the business posted $4.81 earnings per share. The firm's revenue for the quarter was up 7.1% compared to the same quarter last year. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued 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 payout ratio is currently 29.99%.

Analysts Set New Price Targets

A number of research analysts have issued reports on JPM shares. The Goldman Sachs Group lifted their price objective on JPMorgan Chase & Co. from $352.00 to $365.00 and gave the company a "buy" rating in a report on Monday, April 6th. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Wolfe Research cut JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a report on Wednesday, January 7th. Finally, DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Hold" and a consensus target price of $333.17.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company's stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,029 shares of company stock valued at $22,195,693 over the last three months. Company insiders own 0.47% of the company's stock.

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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