Ethos Capital Management Inc. Makes New $1.66 Million Investment in JPMorgan Chase & Co. $JPM

Key Points

• Ethos Capital Management bought a new position of 5,164 shares of JPMorgan Chase valued at approximately $1.66 million, making up about 1.6% of its portfolio and its 18th largest holding.
• JPMorgan reported Q4 EPS of $5.23 (beating estimates) on revenue of $45.80 billion (up 7.1% year‑over‑year) and announced a quarterly dividend of $1.50 per share (annualized $6.00, yield ~1.9%, ex‑dividend April 6).
• Insider selling has been notable recently: insiders sold 72,029 shares (about $22.2 million) in the last 90 days, including General Counsel Stacey Friedman (3,404 shares) and CEO Troy L. Rohrbaugh (50,000 shares).

Ethos Capital Management Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,164 shares of the financial services provider's stock, valued at approximately $1,664,000. JPMorgan Chase & Co. comprises approximately 1.6% of Ethos Capital Management Inc.'s investment portfolio, making the stock its 18th largest position.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. during the third quarter worth $32,000. Family Legacy Financial Solutions LLC lifted its stake in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock worth $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter worth $35,000. Miller Global Investments LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth $52,000. Finally, Collier Financial bought a new stake in JPMorgan Chase & Co. during the third quarter worth $60,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Up 1.1%

Shares of NYSE:JPM opened at $313.30 on Tuesday. The firm has a market cap of $840.34 billion, a P/E ratio of 15.66, a P/E/G ratio of 1.54 and a beta of 1.05. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $226.34 and a 12-month high of $337.25. The business has a fifty day simple moving average of $299.20 and a 200 day simple moving average of $306.81.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.'s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $4.81 EPS. Analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 29.99%.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan rolled out a major community and lending push (the “American Dream” initiative) that ties branch expansion and targeted lending to long‑term growth — investors see this as a durable revenue and deposit-relationship play even if it raises near-term costs. JPMorgan Is Betting on the ‘American Dream’ with a New $1.5 Trillion Initiative. What Does That Really Mean?
• Positive Sentiment: JPMorgan strategists are publicly urging investors to “buy the dip,” signaling the firm’s positive macro view and supporting risk appetite across US equities — this note likely lifted sentiment in banking stocks and helped JPM shares. Another V-shaped rebound ahead? JPM says buy the dip in stocks
• Positive Sentiment: JPMorgan is collecting fees and relationship business as arranger/agent on corporate credit deals (e.g., Chemed’s $450M facility), which supports non‑interest income streams. Chemed Corporation Announces a Five-Year $450 Million Amended and Restated Credit Agreement
• Neutral Sentiment: JPMorgan is heading into Q1 earnings (reporting April 14) with traders pricing in a multi‑percent move; prior beats give confidence but results will be a near‑term volatility catalyst. Here's How Much JPMorgan Chase Stock Is Expected to Move After Earnings
• Neutral Sentiment: JPMorgan and affiliates disclosed reductions/exits from substantial‑holder positions in a few Australian-listed names (Lynas, Nanosonics) — portfolio/housekeeping moves that are not material to JPM’s core franchise but are being reported. JPMorgan Group Drops Below Substantial Holding in Lynas Rare Earths
• Neutral Sentiment: Market commentators and outlets are comparing JPM to peers (MS, GS) ahead of bank reporting — useful framing but not a direct driver unless JPM’s results deviate. JPM or MS: Which Stock Looks More Compelling Ahead of Q1 Earnings?
• Negative Sentiment: JPMorgan analysts warn that crude oil topping $104 could push fuel/gas prices sharply higher, a development that risks consumer strain and credit deterioration if sustained. This macro risk is a potential headwind for bank loan performance. Fuel Costs Poised for Sharp Increase as Crude Crosses $104 Mark
• Negative Sentiment: CEO Jamie Dimon has emphasized risks ahead of earnings, a cautious tone that can temper upside if management flags higher loan-loss provisioning or softer consumer trends. JPMorgan CEO Jamie Dimon Weighs Risks Ahead Of Earnings

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by insiders.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. Weiss Ratings restated a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Robert W. Baird upped their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research note on Wednesday, March 4th. Royal Bank Of Canada restated an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Wall Street Zen upgraded JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research note on Sunday, January 18th. Finally, Truist Financial dropped their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Fourteen equities 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, JPMorgan Chase & Co. currently has an average rating of "Hold" and an average target price of $333.17.

JPMorgan Chase & Co. 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.

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.