JPMorgan Chase & Co. $JPM is Rathbones Group PLC's 7th Largest Position

Key Points

• Rathbones Group PLC trimmed its stake in JPMorgan Chase & Co. by 0.9% in Q4 to 2,737,607 shares, making JPM its 7th-largest position and representing about $882.1 million (0.10% of the company).
• JPMorgan beat Q4 EPS estimates ($5.23 vs. $4.93), reported $45.8B in revenue (up 7.1% YoY), and announced a $1.50 quarterly dividend ($6.00 annualized, ~1.9% yield).
• Analyst sentiment is mixed — 14 Buys and 15 Holds with a consensus target of $333.17 — while insiders sold roughly 72,029 shares last quarter and institutional investors own about 71.55% of the stock.

Rathbones Group PLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,737,607 shares of the financial services provider's stock after selling 25,788 shares during the period. JPMorgan Chase & Co. accounts for about 2.7% of Rathbones Group PLC's holdings, making the stock its 7th biggest position. Rathbones Group PLC owned 0.10% of JPMorgan Chase & Co. worth $882,112,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of JPM. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the third quarter worth about $32,000. Family Legacy Financial Solutions LLC grew its stake in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after acquiring an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. during the fourth quarter valued at approximately $52,000. Finally, Collier Financial purchased a new position in JPMorgan Chase & Co. during the third quarter valued at approximately $60,000. Hedge funds and other institutional investors own 71.55% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Daiwa Securities Group reduced their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a research note on Tuesday, April 7th. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Wolfe Research cut shares of JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $325.00 price objective (down from $345.00) on shares of JPMorgan Chase & Co. in a research note on Monday, March 30th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $333.17.

JPMorgan Chase & Co. Trading Up 0.0%

Shares of JPMorgan Chase & Co. stock opened at $309.96 on Monday. JPMorgan Chase & Co. has a 1 year low of $225.00 and a 1 year high of $337.25. The firm has a market cap of $831.39 billion, a PE ratio of 15.49, a PEG ratio of 1.54 and a beta of 1.05. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The company has a 50 day simple moving average of $299.10 and a two-hundred day simple moving average of $306.82.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period in the previous year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.'s revenue for the quarter was up 7.1% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.'s payout ratio is presently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. 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 completion of the sale, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the sale, the chief financial officer owned 23,804 shares of the company's stock, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 72,029 shares of company stock valued at $22,195,693 over the last quarter. Company insiders own 0.47% of the company's stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Goldman Sachs raised its price target on JPMorgan and reiterated a buy stance, signaling continued analyst confidence that could support the shares into earnings. Goldman raises JPMorgan target
• Positive Sentiment: JPMorgan participated in financing for a large M&A transaction (Sun Pharma’s bid for Organon), illustrating ongoing investment-banking deal flow and fee opportunities. Strong IB activity would help offset margin pressure elsewhere. Organon buyout financed by JPMorgan
• Positive Sentiment: JPMorgan continues to post top-sector profitability metrics — it ranks among the highest return-on-equity banks — a structural strength investors favor in bank multiples. JPMorgan ROE coverage
• Neutral Sentiment: Analysts and outlets are previewing JPMorgan’s Q1 results (expectations focus on net interest income, trading, and IB fees); the report is the near-term catalyst to watch. TipRanks Q1 preview
• Neutral Sentiment: JPMorgan is set to join the limited group of corporate partners for the 2028 Los Angeles Olympics — a branding/relationship move with limited near-term earnings impact. FT: JPMorgan Olympic sponsor
• Neutral Sentiment: J.P. Morgan Asset Management announced March cash distributions for several ETFs on the TSX — relevant to AM fee flows but not a major stock driver. JPMAM ETF distributions
• Negative Sentiment: Zacks Research downgraded JPMorgan from "strong-buy" to "hold," a direct negative from the sell-side that can pressure sentiment ahead of earnings. Zacks downgrade / TickerReport
• Negative Sentiment: Bloomberg reports that Anthropic’s new AI model prompted an emergency meeting of top bank bosses and regulators to discuss cyber risks — increased regulatory scrutiny and potential remediation costs are a risk factor for large banks including JPMorgan. Anthropic/ emergency banking meeting
• Negative Sentiment: JPMorgan warned oil could test wartime highs if Strait of Hormuz disruptions persist, highlighting macro and market-volatility risks that could hurt credit conditions and trading revenue if sustained. JPM oil risk warning

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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