JPMorgan Chase & Co. $JPM is Barr E S & Co.'s 5th Largest Position

Key Points

• Barr E S & Co. trimmed its JPMorgan Chase stake by 7.3% in the fourth quarter, but the bank remains its 5th-largest holding at 5.8% of the portfolio, valued at about $112.2 million.
• JPMorgan reported strong quarterly results, with EPS of $5.94 topping estimates and revenue of $50.54 billion exceeding expectations, while year-over-year revenue rose 10%.
• The company also announced a quarterly dividend of $1.50 per share, and analysts currently rate the stock a Moderate Buy with an average price target of $339.08.

Barr E S & Co. decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 7.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 348,119 shares of the financial services provider's stock after selling 27,501 shares during the quarter. JPMorgan Chase & Co. comprises about 5.8% of Barr E S & Co.'s investment portfolio, making the stock its 5th biggest holding. Barr E S & Co.'s holdings in JPMorgan Chase & Co. were worth $112,171,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in JPM. Howard Capital Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider's stock worth $8,308,000 after purchasing an additional 3,976 shares during the last quarter. Andra AP fonden raised its stake in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock worth $33,972,000 after purchasing an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. raised its stake in shares of JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider's stock worth $2,862,000 after purchasing an additional 3,027 shares during the last quarter. Banco Santander S.A. grew its holdings in shares of JPMorgan Chase & Co. by 9.0% in the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock worth $142,767,000 after acquiring an additional 37,550 shares during the period. Finally, Brighton Jones LLC grew its holdings in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after acquiring an additional 4,841 shares during the period. Hedge funds and other institutional investors own 71.55% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory concern and reinforcing confidence in the bank’s capital and resolution planning. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
• Positive Sentiment: The company also declared a quarterly dividend of $1.50 per share, underscoring its strong cash generation and shareholder-return profile, which can support demand from income-focused investors. JPMorgan Chase & Co. (JPM) Declares Quarterly Dividend of $1.50 per Share
• Positive Sentiment: J.P. Morgan Asset Management announced cash distributions for its ETFs, keeping JPMorgan’s asset-management franchise in the spotlight and highlighting steady fee-driven business activity. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Neutral Sentiment: JPMorgan remains a widely watched bank stock, with recent search interest and broader coverage suggesting investors are still focused on its earnings power, valuation, and regulatory posture. Investors Heavily Search JPMorgan Chase & Co. (JPM): Here is What You Need to Know
• Neutral Sentiment: JPMorgan is also drawing attention for its push into security-related sectors and AI-enabled operations, but these longer-term initiatives are unlikely to move the stock sharply in the near term. JPMorgan Chase Targets Security Sectors And AI As Valuation Draws Attention

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the business's stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the business's stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares of the company's stock, valued at $13,940,935.56. This represents a 10.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 28,589 shares of company stock worth $8,747,496. Company insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $306.49 on Tuesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a one year low of $256.00 and a one year high of $337.25. The firm has a market capitalization of $821.25 billion, a P/E ratio of 14.68, a PEG ratio of 1.49 and a beta of 1.03. The business has a fifty day moving average of $301.33 and a 200 day moving average of $307.10.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the company posted $5.07 earnings per share. JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% on a year-over-year basis. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.'s payout ratio is currently 28.74%.

Analysts Set New Price Targets

JPM has been the subject of several research analyst reports. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Piper Sandler lifted their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. UBS Group cut their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Dbs Bank raised JPMorgan Chase & Co. to a "hold" rating in a report on Tuesday, May 12th. Finally, Wells Fargo & Company cut their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a report on Tuesday, February 17th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $339.08.

JPMorgan Chase & Co. Company 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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