Diversified Enterprises LLC Has $8.91 Million Position in JPMorgan Chase & Co. $JPM

Key Points

• Diversified Enterprises LLC raised its stake in JPMorgan Chase by 25.4%, now owning 27,636 shares worth about $8.905 million, which is 0.5% of the fund's holdings and its 24th-largest position.
• JPMorgan beat expectations with $5.94 EPS (vs. $5.50 est.) and $50.54 billion in revenue (up 10% YoY), showing strong profitability (ROE 17.54%, net margin 20.66%).
• The bank pays a quarterly dividend of $1.50 (annualized $6.00, 1.9% yield), while insiders have recently been net sellers—CFO sold 5,611 shares and insiders sold 71,908 shares (~$22.07M) in the last 90 days.

Diversified Enterprises LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,636 shares of the financial services provider's stock after buying an additional 5,596 shares during the period. JPMorgan Chase & Co. comprises 0.5% of Diversified Enterprises LLC's holdings, making the stock its 24th largest position. Diversified Enterprises LLC's holdings in JPMorgan Chase & Co. were worth $8,905,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of JPM. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $32,000. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $35,000. Miller Global Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $52,000. Collier Financial acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $60,000. Finally, Nvest Wealth Strategies Inc. bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $62,000. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $307.71 on Tuesday. The firm 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. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $248.83 and a 1-year high of $337.25. The business's 50 day moving average is $299.19 and its 200-day moving average is $307.06.

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 research analysts predict that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were issued a dividend of $1.50 per share. The ex-dividend date of this dividend was 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 currently 28.74%.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 5,611 shares of the firm's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares of the company's stock, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company's stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,908 shares of company stock valued at $22,065,882 in the last 90 days. 0.41% of the stock is currently owned by corporate insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on JPM shares. Evercore boosted their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a report on Friday, April 17th. Jefferies Financial Group reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Monday. Autonomous Res lowered their price objective on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research note on Monday, April 6th. The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Finally, Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average 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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