JPMorgan Chase & Co. $JPM Holdings Raised by Advisors Capital Management LLC

Key Points

• Advisors Capital Management LLC increased its stake in JPMorgan Chase by 1.0% in Q4 to 430,861 shares (an additional 4,378 shares), holdings worth about $138.8 million and representing ~1.6% of the firm's portfolio (JPM is its 8th largest position).
• JPMorgan beat Q1 estimates, reporting $5.94 EPS vs. $5.50 expected and $50.54 billion in revenue (up 10% YoY); the stock trades around a 15.09 P/E
• Insiders have been selling recently: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.36M) and insiders sold a total of 79,849 shares (~$24.5M) in the past three months, while institutional investors own ~71.6% of the stock.

Advisors Capital Management LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 430,861 shares of the financial services provider's stock after acquiring an additional 4,378 shares during the period. JPMorgan Chase & Co. comprises approximately 1.6% of Advisors Capital Management LLC's holdings, making the stock its 8th biggest position. Advisors Capital Management LLC's holdings in JPMorgan Chase & Co. were worth $138,832,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Roxbury Financial LLC boosted its stake in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock valued at $2,581,000 after purchasing an additional 31 shares during the period. Collective Family Office LLC boosted its stake in JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock valued at $1,076,000 after purchasing an additional 32 shares during the period. Rialto Wealth Management LLC boosted its stake in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock valued at $304,000 after purchasing an additional 33 shares during the period. Essential Planning LLC. boosted its stake in JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock valued at $451,000 after purchasing an additional 33 shares during the period. Finally, Granite Group Advisors LLC boosted its stake in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock valued at $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Up 1.8%

JPM stock opened at $315.02 on Thursday. JPMorgan Chase & Co. has a 12 month low of $248.83 and a 12 month high of $337.25. The firm has a market cap of $844.09 billion, a PE ratio of 15.09, a P/E/G ratio of 1.51 and a beta of 1.03. The firm has a 50 day simple moving average of $299.51 and a 200 day simple moving average of $307.19. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS 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 business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same period in the prior year, the business earned $5.07 earnings per share. The business's quarterly revenue was up 10.0% on a year-over-year basis. Equities research analysts forecast 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 disclosed a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s payout ratio is presently 28.74%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research note on Wednesday, January 14th. Piper Sandler boosted their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 15th. Evercore boosted their price target 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. HSBC boosted their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research report on Monday. Finally, Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a research report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $337.12.

Insider Activity

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's 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 transaction, the chief executive officer directly 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. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction 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 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. Insiders sold a total of 79,849 shares of company stock valued at $24,522,956 in the last three months. 0.41% of the stock is currently owned by insiders.

Trending Headlines about 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. 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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