Diversified Management Inc. Takes $6.13 Million Position in JPMorgan Chase & Co. $JPM

Key Points

• Diversified Management Inc. acquired 19,013 shares of JPMorgan Chase (~$6.13 million), representing about 1.4% of the firm's portfolio and its 17th-largest holding.
• JPMorgan outperformed Q1 estimates, reporting $5.94 EPS vs. $5.50 expected and $50.54B revenue (up 10% YoY), and announced a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield).
• Senior insiders sold shares: COO Jennifer Piepszak and CFO Jeremy Barnum sold 9,136 and 5,611 shares respectively under 10b5‑1 plans, part of 71,908 shares insiders sold in the quarter; insiders own 0.47% of the stock.

Diversified Management Inc. acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 19,013 shares of the financial services provider's stock, valued at approximately $6,126,000. JPMorgan Chase & Co. accounts for about 1.4% of Diversified Management Inc.'s investment portfolio, making the stock its 17th largest position.

A number of other hedge funds have also recently made changes to their positions in the business. KBC Group NV raised its position in shares of JPMorgan Chase & Co. by 2.4% during the fourth quarter. KBC Group NV now owns 2,725,322 shares of the financial services provider's stock valued at $878,154,000 after buying an additional 63,990 shares during the last quarter. Adelphi Trust Co bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $2,304,000. Roman Butler Fullerton & Co. raised its position in shares of JPMorgan Chase & Co. by 0.4% during the fourth quarter. Roman Butler Fullerton & Co. now owns 11,698 shares of the financial services provider's stock valued at $3,552,000 after buying an additional 52 shares during the last quarter. Austin Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 9.4% during the fourth quarter. Austin Wealth Management LLC now owns 1,183 shares of the financial services provider's stock valued at $390,000 after buying an additional 102 shares during the last quarter. Finally, PFG Investments LLC raised its position in shares of JPMorgan Chase & Co. by 0.9% during the fourth quarter. PFG Investments LLC now owns 68,149 shares of the financial services provider's stock valued at $21,959,000 after buying an additional 615 shares during the last quarter. Institutional investors own 71.55% of the company's stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, 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 owned 90,001 shares of the company's stock, valued at approximately $27,590,706.56. This represents a 9.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares in the company, valued at $10,870,263. The trade was a 13.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 71,908 shares of company stock valued at $22,065,882. Company insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Stock Down 1.0%

Shares of JPM opened at $308.56 on Friday. The company has a market cap of $827.62 billion, a PE ratio of 14.78, a P/E/G ratio of 1.52 and a beta of 1.05. The business has a fifty day moving average of $298.79 and a 200 day moving average of $306.83. JPMorgan Chase & Co. has a 52-week low of $238.43 and a 52-week high of $337.25. 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. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.50 by $0.44. The company 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%.JPMorgan Chase & Co.'s revenue was up 10.0% on a year-over-year basis. During the same period last year, the company earned $5.07 earnings per share. On average, sell-side analysts expect 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. Stockholders of record on Monday, April 6th will be issued a $1.50 dividend. The ex-dividend date is 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 is presently 28.74%.

Wall Street Analyst Weigh In

JPM has been the topic of several recent analyst reports. HSBC reduced their price objective on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a research report on Wednesday, April 1st. TD Cowen reissued a "buy" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Finally, CICC Research initiated coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price objective on the stock. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $336.16.

Key Stories Impacting 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. 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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