JPMorgan Chase & Co. $JPM Shares Sold by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. trimmed its stake in JPMorgan by 0.3% in Q4, selling 12,697 shares and leaving 3,776,778 shares (about 0.14% of JPM, ~$1.22 billion), making the bank its 7th-largest holding.
• JPMorgan beat Q1 expectations, reporting $5.94 EPS vs. $5.50 expected and $50.54 billion in revenue (up 10% YoY); analysts hold a "Moderate Buy" consensus with an average target near $336.16.
• The company declared a quarterly $1.50 dividend ($6.00 annualized, ~1.9% yield) even as insiders sold roughly 71,908 shares (~$22.1M) over the past three months, including significant executive sales reported under Rule 10b5‑1 plans.

Robeco Institutional Asset Management B.V. decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 0.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,776,778 shares of the financial services provider's stock after selling 12,697 shares during the period. JPMorgan Chase & Co. makes up approximately 1.7% of Robeco Institutional Asset Management B.V.'s investment portfolio, making the stock its 7th largest position. Robeco Institutional Asset Management B.V. owned about 0.14% of JPMorgan Chase & Co. worth $1,216,953,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $32,000. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $35,000. Miller Global Investments LLC acquired a new stake in JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. Collier Financial acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Finally, Decker Retirement Planning Inc. raised its holdings in JPMorgan Chase & Co. by 56.3% in the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock valued at $74,000 after acquiring an additional 85 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $310.67 on Monday. The firm has a 50 day simple moving average of $298.65 and a 200-day simple moving average of $306.67. JPMorgan Chase & Co. has a 1-year low of $226.34 and a 1-year 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. The stock has a market cap of $833.29 billion, a price-to-earnings ratio of 14.88, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly 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. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion during the quarter, compared to analysts' expectations of $48.30 billion. During the same quarter in the prior year, the company posted $5.07 EPS. The business's revenue for the quarter was up 10.0% on a year-over-year basis. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business 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 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 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is presently 28.74%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on JPM shares. Keefe, Bruyette & Woods reiterated an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. The Goldman Sachs Group set a $361.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research note on Wednesday, January 14th. Finally, Royal Bank Of Canada reissued an "outperform" rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $336.16.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan reported a strong Q1 (EPS and revenue beat, trading/investment‑banking strength) that underpins near‑term earnings momentum and supports the stock. Read More.
• Positive Sentiment: Evercore raised its price target to $340 (maintained outperform), and other shops have lifted targets after the quarter — analyst upgrades provide upside support. Read More.
• Positive Sentiment: Regulatory overhang reduced after the OCC terminated a March 2024 consent order tied to the bank’s trade‑surveillance program — removes a risk premium and is favorable for confidence in controls. Read More.
• Neutral Sentiment: JPMorgan is active in industry plumbing: it projects CLARITY Act passage progress (positive for crypto services over time) and is a lead underwriter on large IPOs (e.g., Kailera), which are business opportunities but not immediate EPS drivers. Read More. • Read More.
• Negative Sentiment: Management trimmed full‑year net interest income (NII) guidance and cautioned that the stock isn't cheap, which weakens forward earnings visibility and reduces buyback flexibility — these comments can limit multiple expansion. Read More.
• Negative Sentiment: Significant insider selling (CFO and COO disclosed multi‑thousand‑share sales; broader reports of multiple insiders selling) — trades were reported under Rule 10b5‑1 plans but can still add short‑term selling pressure or negative optics. Read More. • Read More.
• Neutral Sentiment: Macro/regulatory risks remain on management’s radar (geopolitics, energy, deficits). These are background risks investors should monitor but don’t negate the quarter’s strength. Read More.

Insider Activity

In related news, insider Robin Leopold sold 433 shares of the 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 transaction, the insider owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the transaction, the chief operating officer directly owned 90,001 shares of the company's stock, valued at $27,590,706.56. The trade was a 9.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,908 shares of company stock worth $22,065,882 in the last three months. 0.47% of the stock is currently owned by corporate insiders.

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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