Consolidated Portfolio Review Corp Has $6.93 Million Stake in JPMorgan Chase & Co. $JPM

Key Points

• Consolidated Portfolio Review Corp doubled its stake in JPMorgan to 21,500 shares (a 100.3% increase), worth about $6.93 million, representing ~0.6% of its portfolio and its 19th-largest holding.
• JPMorgan reported stronger-than-expected Q1 results (EPS $5.94 vs. $5.50 est.; revenue $50.54B vs. $48.30B), prompting analysts to lift price targets into the ~$340–$345 range (consensus target ~$336.16).
• The firm announced a quarterly dividend of $1.50 ($6.00 annual, ~1.9% yield), while insiders have been net sellers—71,908 shares sold in the past 90 days, including CEO Troy L. Rohrbaugh’s 50,000-share sale (~$15.36M).

Consolidated Portfolio Review Corp raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 100.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 21,500 shares of the financial services provider's stock after purchasing an additional 10,768 shares during the quarter. JPMorgan Chase & Co. accounts for about 0.6% of Consolidated Portfolio Review Corp's investment portfolio, making the stock its 19th biggest position. Consolidated Portfolio Review Corp's holdings in JPMorgan Chase & Co. were worth $6,928,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. during the third quarter worth about $32,000. Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $35,000. Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $52,000. Collier Financial bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $60,000. Finally, Decker Retirement Planning Inc. grew its holdings in shares of JPMorgan Chase & Co. by 56.3% during the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock worth $74,000 after purchasing an additional 85 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Evercore ISI raised its JPM price target to $340, citing exceptional Q1 results and stronger-than-expected performance — a bullish analyst signal that supports upside expectations. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340
• Positive Sentiment: JPMorgan's asset-management arm is ramping a private-credit push that will deploy “tens of billions” into loans sourced by commercial bankers — this could lift fee income and diversify higher‑margin lending. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Positive Sentiment: JPMorgan is close to arranging a record ~$38B loan for Oracle’s data-center buildout — a large syndicated deal that generates fees and strengthens corporate banking relationships. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Positive Sentiment: JPMorganChase expanded its Security and Resilience Initiative into Continental Europe, signaling growth in client advisory and financing work tied to critical industries. JPMorganChase Extends Critical Industries Investment Program to Continental Europe
• Neutral Sentiment: JPMorgan issued $10 billion in registered public debt — a financing move that boosts liquidity/capital flexibility but increases liabilities; impact on EPS and capital ratios should be modest/managed. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: JPMorgan/affiliates reduced reported holdings in smaller names (West African Resources, a2 Milk) — routine portfolio rebalancing with limited read-through to JPM’s core franchise. JPMorgan Ceases to Be Substantial Holder in West African Resources
• Negative Sentiment: JPMorgan warned investors as a fresh wave of crypto/DeFi exploits has triggered large withdrawals and a flight to safety — increased risk aversion can pressure trading revenues, market-related fees and investor flows. JPMorgan issues blunt warning as investors move to safety

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $311.91 on Friday. The stock's fifty day simple moving average is $298.67 and its 200 day simple moving average is $306.84. JPMorgan Chase & Co. has a one year low of $237.58 and a one year high of $337.25. The firm has a market cap of $836.62 billion, a price-to-earnings ratio of 14.94, a P/E/G ratio of 1.53 and a beta of 1.05. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings data 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 return on equity of 17.54% and a net margin of 20.66%.The business's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company posted $5.07 earnings per share. On average, analysts expect that JPMorgan Chase & Co. will post 22.34 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Jennifer Piepszak sold 9,136 shares of the firm's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the sale, the chief operating officer directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,908 shares of company stock worth $22,065,882 over the last ninety days. Company insiders own 0.47% of the company's stock.

Analysts Set New Price Targets

JPM has been the topic of a number of research reports. Wolfe Research cut JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research report on Wednesday, January 7th. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 15th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research note on Sunday, January 18th. Finally, Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $336.16.

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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