Davis Rea LTD. Buys 8,877 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Davis Rea LTD. boosted its stake in JPMorgan by 11.4% in Q4, buying 8,877 shares to hold 86,942 shares worth $28.014 million, representing 7.0% of its holdings and its second-largest position.
• JPMorgan beat quarterly estimates, reporting $5.94 EPS vs. $5.50 expected and $50.54 billion in revenue (up 10% YoY), and recently paid a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield).
• Insiders have been net sellers recently — CEO Troy L. Rohrbaugh sold 50,000 shares and insiders sold 71,908 shares (~$22.07 million) over the past three months, while institutional ownership is about 71.55%.

Davis Rea LTD. grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 11.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 86,942 shares of the financial services provider's stock after buying an additional 8,877 shares during the quarter. JPMorgan Chase & Co. makes up 7.0% of Davis Rea LTD.'s holdings, making the stock its 2nd biggest holding. Davis Rea LTD.'s holdings in JPMorgan Chase & Co. were worth $28,014,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Roxbury Financial LLC boosted its stake in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock valued at $2,581,000 after purchasing an additional 31 shares during the last quarter. Collective Family Office LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock valued at $1,076,000 after purchasing an additional 32 shares in the last quarter. Rialto Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock valued at $304,000 after buying an additional 33 shares during the last quarter. Essential Planning LLC. grew its holdings in JPMorgan Chase & Co. by 2.4% during the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after buying an additional 33 shares in the last quarter. Finally, Granite Group Advisors LLC raised its position in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock valued at $3,253,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

JPMorgan Chase & Co. Stock Down 1.5%

JPMorgan Chase & Co. stock opened at $307.71 on Tuesday. The firm has a 50 day moving average price of $299.19 and a 200-day moving average price of $307.06. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a twelve month low of $248.83 and a twelve month high of $337.25. The company has a market capitalization of $825.35 billion, a P/E ratio of 14.74, a P/E/G ratio of 1.52 and a beta of 1.03.

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

JPMorgan Chase & Co. Dividend Announcement

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

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the 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 completion of the transaction, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 111,279 shares of the company's stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 71,908 shares of company stock worth $22,065,882. 0.41% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on JPM shares. Keefe, Bruyette & Woods reiterated an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 15th. HSBC lifted their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research report on Monday. TD Cowen restated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Robert W. Baird set a $295.00 target price on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $337.12.

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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