Cwm LLC Acquires 55,656 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Cwm LLC raised its stake in JPMorgan Chase by 11.6% in Q4, buying 55,656 shares to hold 536,109 shares worth about $172.75 million.
• Company insiders — including COO Jennifer Piepszak and CEO Troy L. Rohrbaugh — sold a combined 71,908 shares worth roughly $22.07 million in the last quarter, leaving insiders with about 0.47% ownership.
• JPMorgan beat Q1 expectations with EPS of $5.94 and $50.54 billion in revenue, announced a $1.50 quarterly dividend ($6.00 annualized, 1.9% yield), and carries a "Moderate Buy" analyst consensus with an average price target of $336.16.

Cwm LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 536,109 shares of the financial services provider's stock after purchasing an additional 55,656 shares during the quarter. Cwm LLC's holdings in JPMorgan Chase & Co. were worth $172,745,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. Danske Bank A S bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth about $696,885,000. Holocene Advisors LP grew its holdings in shares of JPMorgan Chase & Co. by 1,033.3% during the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock worth $679,790,000 after buying an additional 1,964,958 shares in the last quarter. Viking Global Investors LP grew its holdings in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock worth $1,171,826,000 after buying an additional 1,870,386 shares in the last quarter. California Public Employees Retirement System grew its holdings in shares of JPMorgan Chase & Co. by 19.6% during the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider's stock worth $2,086,806,000 after buying an additional 1,082,913 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of JPMorgan Chase & Co. by 3.3% during the third 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. 71.55% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 9,136 shares of the firm's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the transaction, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This trade represents a 9.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,908 shares of company stock valued at $22,065,882 in the last quarter. Company insiders own 0.47% of the company's stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is building a large private‑credit platform to deploy "tens of billions" into loans originated by its commercial bankers — a potential long‑term fee and yield driver for its asset management business. JPMorgan Is Building A Massive Private Credit Machine Powered By Bank Loans
• Positive Sentiment: Evercore ISI raised its valuation on JPM to $340 after an exceptional Q1, which supports upside investor sentiment and could attract buyers. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340 on Exceptional Q1 Performance
• Positive Sentiment: JPMorgan is involved in very large commercial lending deals (including reports of a near‑$38B Oracle data‑center loan), highlighting continued strength and market share in large corporate finance. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: JPMorgan closed a registered public debt offering totaling about $10 billion — a routine funding action but one investors watch for timing and cost of capital implications. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: J.P. Morgan Asset Management announced April cash distributions for several Canadian‑listed JPMorgan ETFs — supportive for fee businesses but immaterial to bank operating earnings. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: While the private‑credit push is revenue‑accretive, it raises concentration and credit‑risk questions (and potential capital/stress‑test implications) as JPM plows bank‑originated loans into less liquid private strategies. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Negative Sentiment: Industry reaction to recent DeFi exploits is prompting big banks (and JPM) to reevaluate crypto/blockchain exposure — a headwind for any institutional crypto growth plans and a short‑term reputational drag. Big banks reevaluate blockchain after $293 million KelpDAO exploit

JPMorgan Chase & Co. Trading Down 1.0%

JPM stock opened at $308.56 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The company has a fifty day moving average price of $298.79 and a two-hundred day moving average price of $306.83. JPMorgan Chase & Co. has a one year low of $238.43 and a one year high of $337.25. The stock has a market cap of $827.62 billion, a price-to-earnings ratio of 14.78, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The business 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 quarterly revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the company posted $5.07 EPS. Equities analysts anticipate that JPMorgan Chase & Co. will post 22.34 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. Wells Fargo & Company cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research report on Tuesday, February 17th. Argus boosted 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 report on Wednesday, April 15th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Finally, CICC Research started coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price objective for the company. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target 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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