JPMorgan Chase & Co. $JPM Shares Bought by Highline Wealth Partners LLC

Key Points

• Highline Wealth Partners LLC increased its stake in JPMorgan Chase by 27.3% in Q4, adding 3,958 shares to hold 18,478 shares worth $5.954 million, representing about 1.7% of its portfolio (its 20th largest position).
• JPMorgan beat Q4 estimates with $5.23 EPS (vs. $4.93 expected) and $45.8B revenue (up 7.1% YoY), and announced a quarterly dividend of $1.50 ($6.00 annual, 2.0% yield) with an ex-dividend date of April 6.
• Analysts have a consensus rating of "Moderate Buy" with an average price target of $336.48, and institutional investors own roughly 71.55% of JPM stock.

Highline Wealth Partners LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 27.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,478 shares of the financial services provider's stock after purchasing an additional 3,958 shares during the quarter. JPMorgan Chase & Co. makes up about 1.7% of Highline Wealth Partners LLC's investment portfolio, making the stock its 20th biggest position. Highline Wealth Partners LLC's holdings in JPMorgan Chase & Co. were worth $5,954,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in JPM. Legal & General Group Plc lifted its position in JPMorgan Chase & Co. by 3.3% during the third 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 period. Fisher Asset Management LLC boosted its stake in 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 worth $4,959,330,000 after buying an additional 347,033 shares during the last quarter. Invesco Ltd. grew its holdings in 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 buying an additional 322,735 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in JPMorgan Chase & Co. by 1.0% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider's stock valued at $2,181,338,000 after buying an additional 76,413 shares during the period. Finally, Boston Partners increased its stake 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 valued at $2,360,045,000 after acquiring an additional 168,184 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on JPM. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Daiwa Securities Group boosted their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an "outperform" rating in a report on Tuesday, January 6th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 price target for the company. Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Finally, Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $336.48.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Asset Management is buying short-dated government bonds (two- to five-year Treasuries, gilts and similar) after recent selloffs, signaling portfolio repositioning into areas it views as oversold — a move that could protect fee income and attract flows into its fixed-income products. JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks
• Positive Sentiment: JPMorgan’s asset-management teams reportedly bought short-term bonds after a global selloff, favoring two- to five-year debt as yields rose — an active positioning that can translate into outperformance for JPM’s funds and support asset-gathering. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration income ETF (JPIE) has delivered strong returns since inception (reported 15.24%), highlighting product stability and steady distributions that can support long-term fee revenue. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception While the Bond Market Cratered
• Positive Sentiment: JPMorgan launched/markets new ETF products (ROCY) focused on tax-advantaged return-of-capital strategies — product expansion that can grow AUM and fee streams over time. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan research continues to move markets — the firm upgraded PACCAR to Overweight, underscoring the influence of JPM’s analyst franchise (a structural revenue and reputation positive). The Bull Case For PACCAR (PCAR) Could Change Following JP Morgan’s Upgrade
• Neutral Sentiment: JPMorgan strategist David Kelly described recent oil and tariff pressures as “temporary,” which could reassure investors about near-term macro risk but is not a direct company-specific catalyst. JPMorgan's David Kelly calls oil and tariff pressures 'temporary'
• Neutral Sentiment: Content pieces and lifestyle research (e.g., Fortune piece on wealthy families’ habits published by JPMorgan research/marketing) are brand-positive but unlikely to move the stock materially. The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: JPMorgan upgraded Full Truck Alliance coverage to Neutral — another reminder of active research flow but not a direct JPM stock driver. Full Truck Alliance upgraded to Neutral from Underweight at JPMorgan
• Negative Sentiment: Geopolitical tensions (Trump’s Iran remarks) pushed yields and oil higher, creating market volatility. Higher yields can boost net interest income for banks but also increase trading volatility and credit stress — a mixed-to-negative short-term backdrop for bank stocks. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
• Negative Sentiment: CEO Jamie Dimon’s renewed hardline return-to-office stance has generated internal pushback and negative headlines, which could have modest reputational or talent-retention implications over time. JPMorgan Chase CEO Jamie Dimon doubles down on return-to-office

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $294.66 on Monday. 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's fifty day moving average price is $298.95 and its two-hundred day moving average price is $307.13. The firm has a market capitalization of $794.70 billion, a P/E ratio of 14.73, a P/E/G ratio of 1.41 and a beta of 1.05. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25.

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 for the quarter, beating 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 during the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the firm earned $4.81 earnings per share. The company's revenue was up 7.1% on a year-over-year basis. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 29.99%.

Insider Activity

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the transaction, the chief financial officer owned 23,804 shares of the company's stock, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 72,029 shares of company stock worth $22,195,693 over the last quarter. Corporate insiders own 0.47% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.