JPMorgan Chase & Co. $JPM Holdings Lifted by Sanctuary Advisors LLC

Key Points

• Sanctuary Advisors LLC increased its stake in JPMorgan Chase by 1.4% to 702,049 shares valued at $226.214 million, making the stock roughly 1.2% of the fund and its 11th-largest holding.
• JPMorgan beat expectations for the quarter with EPS of $5.94 versus $5.50 expected and revenue of $50.54 billion (up 10% year‑over‑year), supporting a consensus analyst view of a "Moderate Buy" and a $337.12 target price.
• Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares for about $15.36 million (a 31% drop in his holdings), and insiders sold 79,849 shares totaling $24.52 million in the quarter.

Sanctuary Advisors LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 702,049 shares of the financial services provider's stock after purchasing an additional 9,760 shares during the period. JPMorgan Chase & Co. makes up approximately 1.2% of Sanctuary Advisors LLC's holdings, making the stock its 11th biggest position. Sanctuary Advisors LLC's holdings in JPMorgan Chase & Co. were worth $226,214,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of JPM. Danske Bank A S bought a new position in JPMorgan Chase & Co. in the 3rd quarter worth about $696,885,000. Holocene Advisors LP grew its position in JPMorgan Chase & Co. by 1,033.3% in the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock worth $679,790,000 after purchasing an additional 1,964,958 shares during the last quarter. Viking Global Investors LP grew its position in 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 worth $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. California Public Employees Retirement System grew its position in JPMorgan Chase & Co. by 19.6% in the 3rd 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 purchasing an additional 1,082,913 shares during the last quarter. Finally, Legal & General Group Plc grew its position in JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock worth $5,964,459,000 after purchasing an additional 607,025 shares during the last quarter. Institutional investors own 71.55% of the company's stock.

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 79,849 shares of company stock worth $24,522,956. Company insiders own 0.41% of the company's stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 target price for the company. Evercore upped their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a research report on Friday, April 17th. Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday. Finally, DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fifteen investment 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, JPMorgan Chase & Co. currently has a consensus rating of "Moderate Buy" and a consensus target price of $337.12.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Blockchain pilot: JPMorgan’s Kinexys unit, working with Ripple, Ondo Finance and Mastercard, completed a near‑real‑time cross‑border settlement of tokenized U.S. Treasuries — a tangible step toward fee‑generating tokenization services and payments interoperability that lifted the stock. Ondo, JPMorgan Settle Tokenized Treasuries on XRP Ledger
• Positive Sentiment: Analyst/bench support: Barclays and RBC reaffirmed bullish views (Barclays kept a Buy) and HSBC adjusted its price target upward — analyst backing helps underpin investor confidence. Barclays keeps Buy on JPMorgan
• Positive Sentiment: Strategic growth moves: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries and is rolling out product upgrades to attract Gen‑Z/new‑to‑bank customers — both expand low‑cost deposit gathering and fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle Chase Revamps Products to Win Gen Z Deposits
• Neutral Sentiment: Macro/market context: Financial stocks were broadly higher today, giving JPMorgan a sector tailwind that can amplify positive company‑specific news. Sector Update: Financial Stocks Higher
• Neutral Sentiment: CEO commentary: Jamie Dimon said he’s unsure how consumer AI will play out — a cautious stance that signals management is monitoring tech risks/opportunities but implies no immediate strategic shift. Jamie Dimon on consumer AI
• Negative Sentiment: Reputational/legal risk: The New York Times reports JPMorgan offered roughly $1M to settle harassment accusations involving an executive before a former employee filed suit — this could prompt investor concern about governance, litigation exposure and headline risk. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed sales totaling ~8,000 shares under Rule 10b5‑1 plans; routine but often read unfavorably by some investors as executives lock in gains. Piepszak SEC filing Barnum SEC filing

JPMorgan Chase & Co. Trading Up 1.8%

Shares of NYSE:JPM opened at $315.02 on Thursday. The company has a 50 day moving average of $299.51 and a 200-day moving average of $307.19. The firm has a market cap of $844.09 billion, a P/E ratio of 15.09, a P/E/G ratio of 1.51 and a beta of 1.03. JPMorgan Chase & Co. has a twelve month low of $248.83 and a twelve month high of $337.25. 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. (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 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 analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the business posted $5.07 EPS. As a group, analysts anticipate that JPMorgan Chase & Co. will post 22.42 earnings per share 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. Stockholders of record on Monday, April 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is currently 28.74%.

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.

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.