FSA Advisors Inc. Has $16.54 Million Stake in JPMorgan Chase & Co. $JPM

Key Points

• FSA Advisors Inc. boosted its stake in JPMorgan Chase by 1,315.7% in the fourth quarter, ending with 51,333 shares valued at about $16.54 million. JPMorgan now makes up roughly 2.9% of the firm’s portfolio.
• JPMorgan insiders also sold shares recently, including CFO Jeremy Barnum and COO Jennifer Piepszak, under pre-arranged trading plans. The article notes that insiders sold 79,849 shares worth about $24.5 million in the last quarter.
• The bank reported strong quarterly results, with EPS of $5.94 beating estimates and revenue rising 10% year over year to $50.54 billion. JPMorgan also paid a quarterly dividend of $1.50 per share, or $6.00 annually, for a 2.0% yield.

FSA Advisors Inc. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1,315.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 51,333 shares of the financial services provider's stock after acquiring an additional 47,707 shares during the quarter. JPMorgan Chase & Co. makes up approximately 2.9% of FSA Advisors Inc.'s portfolio, making the stock its 11th biggest position. FSA Advisors Inc.'s holdings in JPMorgan Chase & Co. were worth $16,541,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Danske Bank A S acquired a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $696,885,000. Holocene Advisors LP lifted its holdings in JPMorgan Chase & Co. by 1,033.3% during the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock worth $679,790,000 after buying an additional 1,964,958 shares during the period. Viking Global Investors LP grew its position in shares of JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock valued at $1,171,826,000 after buying an additional 1,870,386 shares during the last quarter. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $474,516,000. Finally, California Public Employees Retirement System raised its position in shares of JPMorgan Chase & Co. by 19.6% during the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider's stock worth $2,086,806,000 after acquiring an additional 1,082,913 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares of the company's stock, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the sale, the chief operating officer directly owned 85,082 shares of the company's stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their ownership of the stock. 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 79,849 shares of company stock valued at $24,522,956. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. Trading Down 1.4%

JPM opened at $300.49 on Thursday. JPMorgan Chase & Co. has a 1-year low of $256.00 and a 1-year high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market cap of $805.17 billion, a P/E ratio of 14.39, a price-to-earnings-growth ratio of 1.49 and a beta of 1.03. The company has a fifty day moving average price of $299.71 and a two-hundred day moving average price of $307.39.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the firm posted $5.07 earnings per share. The business's revenue was up 10.0% compared to the same quarter last year. Analysts predict that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Wall Street Analyst Weigh In

JPM has been the topic of several analyst reports. Jefferies Financial Group reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. HSBC upped their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a "hold" rating in a research note on Monday, May 4th. Wells Fargo & Company decreased their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research report on Tuesday, February 17th. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Finally, Daiwa Securities Group decreased their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a research report on Tuesday, April 7th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $338.12.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Asset Management launched a second tokenized money market fund on Ethereum, extending its push into blockchain-based finance and potentially creating a new fee-generating product line. J.P. Morgan Asset Management Launches Second Tokenized Money Market Fund on Ethereum
• Positive Sentiment: Fidelity International’s tokenized fund uses JPMorgan-provided daily NAV data, underscoring JPMorgan’s growing role in institutional blockchain infrastructure and market plumbing. Fidelity International launches Moody’s-rated tokenized fund on Chainlink
• Positive Sentiment: Zacks highlighted JPMorgan’s asset and wealth management business as a Q1 standout, noting revenue growth, rising assets under management, and net inflows — a sign of durable fee income. JPMorgan's Quiet Q1 Standout: Asset & Wealth Management Business
• Neutral Sentiment: Reports that JPMorgan may reshuffle investment bank leadership suggest internal reorganization, but this is not clearly a near-term earnings driver. JPMorgan to reshuffle investment bank chiefs on wider overhaul, FT reports
• Negative Sentiment: Jamie Dimon warned JPMorgan could reconsider its planned London headquarters if the UK becomes more hostile to banks or raises taxes, adding policy uncertainty around a major long-term investment. Jamie Dimon warns JP Morgan may rethink new London office if 'very smart' Starmer is ousted as UK PM

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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