Concurrent Investment Advisors LLC Buys 103,899 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Concurrent Investment Advisors increased its stake in JPMorgan by 78.2% in Q4, buying 103,899 shares to hold 236,711 shares worth $76.27 million, making JPM 0.9% of its portfolio and its 14th largest holding.
• JPMorgan beat expectations with $5.94 EPS vs. $5.50 expected and $50.54 billion in revenue (up 10% YoY), and recently paid a $1.50 quarterly dividend (≈1.9% yield), underscoring solid fundamentals.
• Insiders have sold recently (79,849 shares worth $24.52 million in the last 90 days, including CFO Jeremy Barnum’s sale under a Rule 10b5‑1 plan), while institutional ownership is high at 71.55% and analysts hold a consensus "Moderate Buy" with an average target of $337.12.

Concurrent Investment Advisors LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 78.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 236,711 shares of the financial services provider's stock after acquiring an additional 103,899 shares during the period. JPMorgan Chase & Co. makes up 0.9% of Concurrent Investment Advisors LLC's portfolio, making the stock its 14th largest holding. Concurrent Investment Advisors LLC's holdings in JPMorgan Chase & Co. were worth $76,273,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of JPM. Legal & General Group Plc grew its stake in shares of JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock worth $5,964,459,000 after buying an additional 607,025 shares in the last quarter. Fisher Asset Management LLC grew 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 worth $4,959,330,000 after buying an additional 347,033 shares in the last quarter. Invesco Ltd. grew 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 worth $4,622,675,000 after buying an additional 322,735 shares in the last quarter. Boston Partners grew its stake in shares of 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 buying an additional 168,184 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in shares of JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider's stock worth $2,147,894,000 after buying an additional 31,421 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares in the company, valued at $10,036,641.58. This trade represents a 8.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider owned 64,920 shares of the company's stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 79,849 shares of company stock worth $24,522,956. 0.41% of the stock is currently owned by insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is one of the lead banks on Meta’s roughly $13B El Paso data‑center financing, which could generate sizable fees and deepen corporate banking relationships. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: HSBC raised its price target on JPMorgan (to $312) and RBC reaffirmed a Buy — analyst support can help sustain investor confidence. HSBC adjusts price target on JPMorgan
• Positive Sentiment: Chase announced product upgrades aimed at Gen‑Z/new‑to‑bank customers — a strategic push to grow low‑cost deposits and long‑term customer relationships. Chase Revamps Products to Win Gen Z Deposits
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries — a talent add that expands fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: CEO Jamie Dimon said he’s unsure how consumer‑facing AI will play out — a cautious view that signals management is watching tech risks/opportunities but indicates no immediate change to strategy. JPMorgan CEO Jamie Dimon isn't sure how consumer AI will play out
• Neutral Sentiment: Market strategists at JPMorgan are urging investors to buy dips — a bullish market commentary that can lift financials broadly but is macro‑dependent. JPMorgan’s Matejka says buy any dip in stocks
• Negative Sentiment: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed stock sales (combined ~8,000 shares) executed under pre‑arranged Rule 10b5‑1 plans — routine but sometimes read negatively by market participants. Piepszak SEC filing Barnum SEC filing

Analyst Ratings Changes

A number of equities analysts have commented on JPM shares. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Argus lifted their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Truist Financial lifted their price objective on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. Finally, Barclays reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $337.12.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $309.43 on Wednesday. The firm has a 50-day moving average price of $299.16 and a 200-day moving average price of $307.08. The firm has a market capitalization of $829.95 billion, a PE ratio of 14.82, a price-to-earnings-growth ratio of 1.50 and a beta of 1.03. 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 12-month low of $248.83 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business's revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business earned $5.07 EPS. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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