Ferguson Wellman Capital Management Inc. Acquires 4,265 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Ferguson Wellman Capital Management bought 4,265 shares, raising its JPMorgan stake to 745,717 shares worth $240,285,000, which is 3.9% of its portfolio and the firm's sixth largest holding.
• JPMorgan beat estimates with $5.23 EPS (consensus $4.93) and reported revenue of $45.8 billion, up 7.1% year‑over‑year.
• JPMorgan declared a quarterly dividend of $1.50 per share (annualized $6.00), a 2.1% yield, with an ex‑dividend date of April 6 and payment on April 30.

Ferguson Wellman Capital Management Inc. grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 745,717 shares of the financial services provider's stock after buying an additional 4,265 shares during the period. JPMorgan Chase & Co. makes up 3.9% of Ferguson Wellman Capital Management Inc.'s investment portfolio, making the stock its 6th largest holding. Ferguson Wellman Capital Management Inc.'s holdings in JPMorgan Chase & Co. were worth $240,285,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Perkins Coie Trust Co increased its stake in shares of JPMorgan Chase & Co. by 0.9% in the 4th quarter. Perkins Coie Trust Co now owns 22,304 shares of the financial services provider's stock valued at $7,186,000 after acquiring an additional 197 shares in the last quarter. Sentinel Pension Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 47.4% during the 4th quarter. Sentinel Pension Advisors LLC now owns 1,176 shares of the financial services provider's stock valued at $379,000 after acquiring an additional 378 shares during the period. Benin Management CORP boosted its stake in JPMorgan Chase & Co. by 22.1% during the fourth quarter. Benin Management CORP now owns 23,006 shares of the financial services provider's stock worth $7,413,000 after acquiring an additional 4,159 shares in the last quarter. Castleview Partners LLC boosted its stake in JPMorgan Chase & Co. by 29.4% during the fourth quarter. Castleview Partners LLC now owns 2,484 shares of the financial services provider's stock worth $800,000 after acquiring an additional 565 shares in the last quarter. Finally, Roble Belko & Company Inc grew its holdings in JPMorgan Chase & Co. by 19.4% in the fourth quarter. Roble Belko & Company Inc now owns 2,889 shares of the financial services provider's stock worth $931,000 after purchasing an additional 470 shares during the period. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Up 0.0%

JPMorgan Chase & Co. stock opened at $282.98 on Monday. The firm has a market capitalization of $763.20 billion, a price-to-earnings ratio of 14.14, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. The firm's fifty day moving average price is $300.06 and its two-hundred day moving average price is $307.69. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

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

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.'s payout ratio is 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Fed proposal to ease post‑2008 capital rules should free up capital and boost returns for large banks like JPMorgan, improving earnings power and capital deployment prospects. How to Approach JPMorgan Stock as Fed Set to Ease Capital Rules
• Positive Sentiment: Technical/flow signal: heavy put buying and extreme options activity in JPM has historically preceded rebounds — an indicator that contrarian buyers may step in. This can support a near‑term bounce. Option Activity Is Bullish For JPMorgan And Financial Sector (Technical Analysis)
• Positive Sentiment: Investment banking upside: Anthropic is considering an IPO and has talked with banks including JPMorgan — potential M&A/IB fee opportunities if JPM participates. Claude AI Maker Anthropic Considers IPO as Soon as October
• Neutral Sentiment: Asset‑management product update: JPMorgan plans a private‑credit fund with limited redemptions (7.5%) — expands product set and fee income but comes with liquidity/market‑timing considerations. JPMorgan Plans Private Credit Fund That Allows 7.5% Redemptions
• Neutral Sentiment: Back‑office/listing housekeeping: J.P. Morgan Asset Management will transfer 14 ETFs to new listing exchanges on April 16 — operational item with limited direct share‑price impact. J.P. Morgan to Transfer 14 ETFs From Current Exchanges
• Negative Sentiment: Heavy insider selling and disclosed lobbying spend: recent filings show extensive insider sales (multiple executives, including Dimon, sold shares) — can be perceived negatively by the market even if sales are for diversification/compensation reasons. Lobbying Update: $60,000 of JPMORGAN CHASE HOLDINGS LLC lobbying was just disclosed
• Negative Sentiment: Geopolitical and FX pressure: Middle East conflict and surge in the dollar are driving safe‑haven flows and market volatility — broader headwinds for financial stocks and trading revenues, which helps explain today’s weakness in JPM. Also, JPM strategists warn of oil‑flow shocks through the Strait of Hormuz that could fuel further volatility. Dollar’s Best Run Since July Roils Wall Street’s FX Roadmap This map shows a crude ticking time bomb that hits much of the world’s oil supply in April

Insider Activity

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 111,279 shares of the company's stock, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 72,029 shares of company stock worth $22,195,693. Company insiders own 0.47% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on JPM shares. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an "overweight" rating in a research note on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Finally, Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $338.70.

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.

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