JPMorgan Chase & Co. $JPM is Benin Management CORP's 9th Largest Position

Key Points

• Benin Management CORP increased its stake in JPMorgan Chase by 22.1% in Q4 to 23,006 shares, making JPM its 9th-largest holding (about $7.41 million, or 1.7% of the portfolio).
• Quarterly results: JPMorgan reported Q4 EPS of $5.23 (beating estimates by $0.30) with revenue of $45.8 billion (up 7.1% year‑over‑year) and declared a quarterly dividend of $1.50 ($6.00 annual, ~2.1% yield).
• Market activity: Large institutional moves include new/expanded stakes from firms like Norges Bank and others (hedge funds own ~71.55% of the stock), while insiders recently sold about 72,029 shares (≈$22.2 million), including sales by the CEO and general counsel.

Benin Management CORP lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 22.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,006 shares of the financial services provider's stock after acquiring an additional 4,159 shares during the period. JPMorgan Chase & Co. makes up 1.7% of Benin Management CORP's portfolio, making the stock its 9th biggest position. Benin Management CORP's holdings in JPMorgan Chase & Co. were worth $7,413,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in JPM. Norges Bank purchased a new position in JPMorgan Chase & Co. in the second quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider's stock worth $4,866,309,000 after buying an additional 16,727,530 shares during the period. Danske Bank A S purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth about $696,885,000. Holocene Advisors LP grew its stake in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock valued at $679,790,000 after buying an additional 1,964,958 shares in the last quarter. Finally, Viking Global Investors LP grew its stake in shares of JPMorgan Chase & Co. by 86.1% in the second 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 in the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Trading Up 0.0%

Shares of JPM opened at $282.98 on Monday. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The stock has a 50-day moving average price of $300.06 and a 200 day moving average price of $307.69. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market capitalization of $763.20 billion, a P/E ratio of 14.14, a P/E/G ratio of 1.17 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the business earned $4.81 EPS. JPMorgan Chase & Co.'s revenue for the quarter was up 7.1% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS 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. Stockholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is presently 29.99%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction on Thursday, February 19th. The stock was 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. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. News Summary

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

Wall Street Analysts Forecast Growth

JPM has been the topic of several recent research reports. Weiss Ratings reissued a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Zacks Research raised shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, March 10th. The Goldman Sachs Group lifted their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a "buy" rating in a research note on Monday, January 26th. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Finally, Piper Sandler upped their target price 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. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and a consensus price target of $338.70.

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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