Country Trust Bank Has $76.40 Million Position in JPMorgan Chase & Co. $JPM

Key Points

• Country Trust Bank increased its stake in JPMorgan Chase by 19% to 237,108 shares, now worth $76.40 million and representing about 1.4% of the bank's portfolio (its 19th largest position).
• JPMorgan reported Q4 EPS of $5.23, beating estimates by $0.30 with revenue of $45.80 billion (up 7.1% YoY), and declared a quarterly dividend of $1.50 ($6.00 annualized, 1.9% yield; ex-dividend April 6).
• Analyst coverage is mixed—consensus rating is a Hold with a $333.17 target—while insiders have sold shares recently (72,029 shares worth about $22.2M over 90 days) and institutional ownership is 71.55%.

Country Trust Bank lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 19.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 237,108 shares of the financial services provider's stock after purchasing an additional 37,896 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.4% of Country Trust Bank's portfolio, making the stock its 19th biggest position. Country Trust Bank's holdings in JPMorgan Chase & Co. were worth $76,401,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $32,000. Family Legacy Financial Solutions LLC grew 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 worth $33,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth about $35,000. Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth about $52,000. Finally, Collier Financial bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth about $60,000. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Up 0.0%

JPM stock opened at $309.96 on Monday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business has a 50 day moving average price of $299.10 and a two-hundred day moving average price of $306.82. The company has a market cap 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. has a twelve month low of $225.00 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts' consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business's revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $4.81 earnings per share. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 29.99%.

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

Analysts Set New Price Targets

A number of research analysts recently issued reports on JPM shares. Royal Bank Of Canada reiterated an "outperform" rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 1st. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Jefferies Financial Group started coverage on JPMorgan Chase & Co. in a report on Thursday, March 26th. They set a "hold" rating and a $310.00 price objective for the company. Finally, Wells Fargo & Company decreased their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a report on Tuesday, February 17th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $333.17.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction that occurred on 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 in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm's stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares of the company's stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by insiders.

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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