JPMorgan Chase & Co. $JPM Position Trimmed by Lbp Am Sa

Key Points

• Lbp Am Sa trimmed its stake by 20.5%, selling 28,643 shares and leaving it with 111,077 JPMorgan Chase shares valued at about $35.79 million after the fourth quarter.
• JPMorgan beat Q1 expectations, reporting EPS of $5.94 vs. $5.50 and revenue of $50.54 billion (up 10% year‑over‑year), and declared a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield) with a consensus price target near $336.16.
• Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.36M) and insiders have sold 71,908 shares (~$22.07M) in the past 90 days, while institutional investors hold roughly 71.6% of the stock.

Lbp Am Sa decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 20.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 111,077 shares of the financial services provider's stock after selling 28,643 shares during the period. Lbp Am Sa's holdings in JPMorgan Chase & Co. were worth $35,791,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at $32,000. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $35,000. Miller Global Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $52,000. Collier Financial acquired a new stake in JPMorgan Chase & Co. during the third quarter valued at $60,000. Finally, Decker Retirement Planning Inc. boosted its position in JPMorgan Chase & Co. by 56.3% during the third quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock valued at $74,000 after purchasing an additional 85 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $308.56 on Friday. The stock has a market capitalization of $827.62 billion, a P/E ratio of 14.78, a P/E/G ratio of 1.52 and a beta of 1.05. The business has a 50-day moving average of $298.79 and a two-hundred day moving average of $306.83. JPMorgan Chase & Co. has a fifty-two week low of $238.43 and a fifty-two week high of $337.25. 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 issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the prior year, the firm posted $5.07 EPS. The firm's revenue for the quarter was up 10.0% on a year-over-year basis. On average, equities research analysts predict that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend 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%.

Insider Activity at JPMorgan Chase & Co.

In other 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 value of $127,760.98. Following the transaction, the insider owned 64,920 shares of the company's stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business'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 completion of the sale, the chief executive officer owned 111,279 shares of the company's stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 71,908 shares of company stock valued at $22,065,882. 0.47% of the stock is owned by company insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is building a large private‑credit platform to deploy "tens of billions" into loans originated by its commercial bankers — a potential long‑term fee and yield driver for its asset management business. JPMorgan Is Building A Massive Private Credit Machine Powered By Bank Loans
• Positive Sentiment: Evercore ISI raised its valuation on JPM to $340 after an exceptional Q1, which supports upside investor sentiment and could attract buyers. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340 on Exceptional Q1 Performance
• Positive Sentiment: JPMorgan is involved in very large commercial lending deals (including reports of a near‑$38B Oracle data‑center loan), highlighting continued strength and market share in large corporate finance. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: JPMorgan closed a registered public debt offering totaling about $10 billion — a routine funding action but one investors watch for timing and cost of capital implications. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: J.P. Morgan Asset Management announced April cash distributions for several Canadian‑listed JPMorgan ETFs — supportive for fee businesses but immaterial to bank operating earnings. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: While the private‑credit push is revenue‑accretive, it raises concentration and credit‑risk questions (and potential capital/stress‑test implications) as JPM plows bank‑originated loans into less liquid private strategies. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Negative Sentiment: Industry reaction to recent DeFi exploits is prompting big banks (and JPM) to reevaluate crypto/blockchain exposure — a headwind for any institutional crypto growth plans and a short‑term reputational drag. Big banks reevaluate blockchain after $293 million KelpDAO exploit

Wall Street Analysts Forecast Growth

JPM has been the topic of several research reports. CICC Research initiated coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 target price on the stock. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Argus increased their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a report on Wednesday, April 15th. Autonomous Res cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research report on Monday, April 6th. Finally, Daiwa Securities Group reduced their target price 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. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of "Moderate Buy" and a consensus price target of $336.16.

About JPMorgan Chase & Co.

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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