Cadinha & Co. LLC Sells 48,904 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Cadinha & Co. LLC cut its stake in JPMorgan Chase by 48.7% in Q4, selling 48,904 shares and leaving it with 51,614 shares valued at about $16.63 million (2.6% of the fund and its 16th-largest holding).
• JPMorgan beat estimates with $5.94 EPS and $50.54 billion in revenue for the quarter, and analysts maintain a consensus rating of "Moderate Buy" with a target price around $337.12.
• Insider activity shows notable selling: the CEO sold 50,000 shares and insiders have sold 71,908 shares worth about $22.07 million in the past 90 days, while insiders collectively own 0.41% of the company.

Cadinha & Co. LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 48.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 51,614 shares of the financial services provider's stock after selling 48,904 shares during the quarter. JPMorgan Chase & Co. makes up 2.6% of Cadinha & Co. LLC's holdings, making the stock its 16th biggest holding. Cadinha & Co. LLC's holdings in JPMorgan Chase & Co. were worth $16,631,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. N.E.W. Advisory Services LLC increased its holdings in shares of JPMorgan Chase & Co. by 1.6% during the fourth quarter. N.E.W. Advisory Services LLC now owns 9,315 shares of the financial services provider's stock worth $3,001,000 after buying an additional 143 shares in the last quarter. Cape ANN Savings Bank boosted its holdings in shares of JPMorgan Chase & Co. by 4.7% during the 4th quarter. Cape ANN Savings Bank now owns 7,868 shares of the financial services provider's stock valued at $2,535,000 after acquiring an additional 356 shares in the last quarter. Diversified Enterprises LLC grew its position in JPMorgan Chase & Co. by 25.4% during the 4th quarter. Diversified Enterprises LLC now owns 27,636 shares of the financial services provider's stock worth $8,905,000 after acquiring an additional 5,596 shares during the last quarter. Spectrum Investment Advisors Inc. grew its position in JPMorgan Chase & Co. by 53.4% during the 4th quarter. Spectrum Investment Advisors Inc. now owns 1,037 shares of the financial services provider's stock worth $334,000 after acquiring an additional 361 shares during the last quarter. Finally, Briaud Financial Planning Inc increased its holdings in JPMorgan Chase & Co. by 16.6% in the 4th quarter. Briaud Financial Planning Inc now owns 871 shares of the financial services provider's stock worth $281,000 after purchasing an additional 124 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have commented on JPM. Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Truist Financial upped their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Royal Bank Of Canada reiterated an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Autonomous Res reduced their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a report on Monday, April 6th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $337.12.

JPMorgan Chase & Co. Trading Down 1.5%

Shares of JPM stock opened at $307.71 on Tuesday. The stock has a market cap of $825.35 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 1.52 and a beta of 1.03. The stock has a 50-day moving average of $299.19 and a 200-day moving average of $307.06. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $248.83 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.50 by $0.44. The company 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%.The firm's revenue was up 10.0% compared to the same quarter last year. During the same period last year, the company earned $5.07 earnings per share. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were issued a dividend of $1.50 per share. The ex-dividend date was Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is presently 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is one of the lead arrangers on a roughly $13 billion financing for Meta’s planned El Paso data center, a large fee-bearing mandate that supports investment-banking and lending revenue. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Andy Boyle to lead its private-equity secondaries effort, signaling expansion in higher-fee alternative-asset capabilities. That supports future fee revenue and product diversification. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: HSBC nudged up its JPMorgan price target to $312 while Jefferies reiterated a neutral rating — small analyst moves that provide limited directional pressure. HSBC adjusts price target on JPMorgan Chase & Co.
• Neutral Sentiment: Chase published a survey showing many small-business owners lack succession plans — a PR item highlighting client insights but with limited near-term earnings impact. Local Snapshot: Most Small Business Owners Aren't Prepared for Succession
• Negative Sentiment: Market reports say major banks, including JPMorgan, are exploring ways to offload data-center exposure amid AI-driven capacity and cost strains — a potential credit/risk-management headwind for future underwriting. Market Chatter: JPMorgan Chase, Other Major Banks Seek to Offload Risks
• Negative Sentiment: JPMorgan flagged regulatory shifts as a material risk, which could affect capital, liquidity and growth assumptions — a reminder of downside scenarios that can pressure the multiple investors pay for the stock. JPMorgan warns regulatory shifts could reshape capital, liquidity, and growth prospects
• Negative Sentiment: Political scrutiny (reporting on President Trump’s accusations that big banks discriminate against conservatives) and broader warnings about AI-driven cyber threats add reputational and security risk attention for the sector, which can weigh on investor sentiment. Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, 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 transaction of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 71,908 shares of company stock worth $22,065,882. Company insiders own 0.41% 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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