Directional Asset Management Takes Position in JPMorgan Chase & Co. $JPM

Key Points

• Directional Asset Management purchased a new stake of 11,150 shares in JPMorgan Chase valued at about $3,593,000, representing roughly 3.2% of its portfolio and making JPM its 7th-largest holding.
• Company insiders sold a total of 71,908 shares last quarter, including CEO Troy L. Rohrbaugh's sale of 50,000 shares for ~$15.36M and COO Jennifer Piepszak's sale of 9,136 shares for ~$2.8M, leaving insiders with about 0.41% ownership.
• JPMorgan beat recent quarterly estimates with EPS $5.94 on $50.54B revenue, pays a $1.50 quarterly dividend (annualized $6.00, yield ~1.9%), and holds a consensus rating of "Moderate Buy" with a target near $337.12.

Directional Asset Management purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 11,150 shares of the financial services provider's stock, valued at approximately $3,593,000. JPMorgan Chase & Co. accounts for approximately 3.2% of Directional Asset Management's investment portfolio, making the stock its 7th biggest holding.

Several other large investors have also modified their holdings of JPM. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. during the third quarter worth approximately $32,000. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth about $35,000. Miller Global Investments LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $52,000. Collier Financial acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $60,000. Finally, Nvest Wealth Strategies Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at about $62,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company's stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction 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 transaction, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,908 shares of company stock valued at $22,065,882 in the last quarter. Corporate insiders own 0.41% of the company's stock.

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 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 Performance

JPMorgan Chase & Co. stock opened at $307.71 on Tuesday. The firm's 50 day simple moving average is $299.19 and its 200-day simple moving average is $307.06. 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. has a fifty-two week low of $248.83 and a fifty-two week high of $337.25. The company has a market cap of $825.35 billion, a P/E ratio of 14.74, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03.

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, beating analysts' consensus estimates of $5.50 by $0.44. The company 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 company's revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.07 earnings per share. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Daiwa Securities Group dropped their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a research note on Tuesday, April 7th. Evercore raised their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a report on Friday, April 17th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price objective on the stock. HSBC boosted their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research report on Monday. Finally, Zacks Research cut shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Wednesday, April 8th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $337.12.

JPMorgan Chase & Co. Company 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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