JPMorgan Chase & Co. $JPM is Duncker Streett & Co. Inc.'s 8th Largest Position

Key Points

• Duncker Streett & Co. Inc. boosted its stake in JPMorgan Chase & Co. by 7.9% in Q4 to 49,694 shares (worth $16.012 million), making JPM its 8th-largest holding and 2.8% of the firm’s portfolio.
• Company insiders sold a total of 71,908 shares (about $22.07 million) in the last quarter — including CFO Jeremy Barnum and CEO Troy L. Rohrbaugh — leaving insiders with just 0.41% ownership.
• JPMorgan beat estimates with quarterly EPS of $5.94 (vs. $5.50 expected) and $50.54 billion in revenue, while continuing large capital returns (roughly $27.6B in buybacks over the prior 12 months) and paying a quarterly dividend of $1.50 (annualized $6.00, yield 1.9%).

Duncker Streett & Co. Inc. boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 7.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 49,694 shares of the financial services provider's stock after acquiring an additional 3,656 shares during the period. JPMorgan Chase & Co. comprises 2.8% of Duncker Streett & Co. Inc.'s investment portfolio, making the stock its 8th biggest holding. Duncker Streett & Co. Inc.'s holdings in JPMorgan Chase & Co. were worth $16,012,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Legal & General Group Plc lifted its holdings in JPMorgan Chase & Co. by 3.3% during 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 buying an additional 607,025 shares during the last quarter. Fisher Asset Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider's stock valued at $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Invesco Ltd. increased its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider's stock valued at $4,622,675,000 after acquiring an additional 322,735 shares during the last quarter. Boston Partners raised its position in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider's stock worth $2,360,045,000 after acquiring an additional 168,184 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. raised its position in shares of JPMorgan Chase & Co. by 0.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider's stock worth $2,147,894,000 after acquiring an additional 31,421 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the business's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares of the company's stock, valued at approximately $10,870,263. The trade was a 13.66% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company'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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,908 shares of company stock worth $22,065,882 over the last quarter. 0.41% of the stock is currently owned by corporate insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Large capital returns and share repurchases remain a tailwind — JPMorgan has been a heavy buyback spender (roughly $27.6B in the prior 12 months) and recently expanded repurchase capacity, supporting EPS and shareholder returns. 5 Stocks with the Biggest Share Buybacks
• Positive Sentiment: Analyst/upside revision to JPM’s own forecast — Erste Group raised its FY2026 EPS estimate for JPMorgan, which signals positive earnings visibility versus Street consensus. Erste Group raises FY2026 EPS estimate
• Positive Sentiment: Large tech & AI investment to boost productivity and future revenue — JPMorgan’s CIO is implementing a $19.8B annual tech/AI budget to reshape workflows across advisory, wealth and engineering teams, which can improve margins and competitive positioning over time. How JPMorgan’s CIO is reshaping work
• Positive Sentiment: Brand and fee-opportunity boost from Olympic partnership — JPMorgan was named a global banking partner for the LA28 Olympics and future Games, a reputational and client-fee opportunity. JPMorgan to become global partner of 2028 Olympics
• Neutral Sentiment: Executive commentary and culture notes are headline-grabbing but not directly market-moving — Jamie Dimon’s remarks on bureaucracy and meeting efficiency highlight management approach but have limited immediate financial impact. Jamie Dimon on bureaucracy
• Neutral Sentiment: Business reorganization: new leaders for biopharma & life-sciences banking — operationally relevant but incremental for near-term stock moves. JPMorgan names new leaders for biopharma banking
• Negative Sentiment: CEO warnings about a potential global bond crisis and a tougher private‑credit downturn are stoking investor fear — Jamie Dimon’s repeated public cautions raise uncertainty about future credit losses and flow of investor capital out of equities. Jamie Dimon warns of 'bond crisis'
• Negative Sentiment: Rising Treasury yields and Fed dissent risk increase funding/market volatility — a Bloomberg report shows two‑year yields jumped on bets for tighter policy, which can pressure trading revenues and create mark‑to‑market volatility. Treasuries slump as Fed dissents spur wagers
• Negative Sentiment: Global FX and geopolitical risk: a weak yen and heightened market uncertainty could prompt risk-off flows — FX stress and geopolitical jitters increase volatility across JPM’s markets and capital-markets businesses. Yen falls below 160 per dollar

Analyst Upgrades and Downgrades

JPM has been the subject of a number of research analyst reports. Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Evercore upped their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an "outperform" rating in a report on Friday, April 17th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fifteen investment 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, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and a consensus target price of $336.16.

JPMorgan Chase & Co. Stock Down 0.7%

JPM opened at $309.21 on Thursday. JPMorgan Chase & Co. has a 52 week low of $238.43 and a 52 week high of $337.25. The business has a 50 day moving average price of $299.07 and a two-hundred day moving average price of $306.98. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market cap of $829.36 billion, a PE ratio of 14.81, a P/E/G ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its 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. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company's revenue was up 10.0% on a year-over-year basis. During the same period last year, the business posted $5.07 EPS. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 22.34 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

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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