JPMorgan Chase & Co. $JPM Stock Holdings Raised by KBC Group NV

Key Points

• KBC Group NV increased its stake in JPMorgan by 2.4% in Q4, buying 63,990 shares to hold 2,725,322 shares (about 0.10% of JPM) valued at roughly $878.2 million, making JPM its eighth-largest position.
• JPMorgan beat expectations in Q1 with EPS of $5.94 vs. $5.50 expected and revenue of $50.54 billion, reporting a 20.66% net margin and strong ROE while maintaining a market cap near $828 billion.
• JPMorgan is building a large private‑credit platform to deploy "tens of billions" of bank‑originated loans—a potential long‑term fee and yield driver but one that raises concentration, credit‑risk and capital/stress‑test considerations.

KBC Group NV grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 2.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,725,322 shares of the financial services provider's stock after buying an additional 63,990 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.0% of KBC Group NV's holdings, making the stock its 8th biggest position. KBC Group NV owned 0.10% of JPMorgan Chase & Co. worth $878,154,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Legal & General Group Plc boosted its position in shares of JPMorgan Chase & Co. by 3.3% in 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 purchasing an additional 607,025 shares in the last quarter. Fisher Asset Management LLC raised its stake in JPMorgan Chase & Co. by 2.3% during the third 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 buying an additional 347,033 shares during the last quarter. Invesco Ltd. boosted its holdings in JPMorgan Chase & Co. by 2.3% in the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider's stock worth $4,622,675,000 after acquiring an additional 322,735 shares in the last quarter. Boston Partners grew its stake in shares of JPMorgan Chase & Co. by 2.3% in the third 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 during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of JPMorgan Chase & Co. by 0.5% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider's stock valued at $2,147,894,000 after acquiring an additional 31,421 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

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

Analyst Upgrades and Downgrades

JPM has been the topic of a number of analyst reports. TD Cowen reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods reiterated an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Finally, Zacks Research cut JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 8th. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $336.16.

Insider Buying and Selling

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company's stock in a transaction dated Thursday, February 19th. The shares were 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. This represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 71,908 shares of company stock valued at $22,065,882 in the last 90 days. Insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Stock Down 1.0%

Shares of JPMorgan Chase & Co. stock opened at $308.56 on Friday. JPMorgan Chase & Co. has a twelve month low of $238.43 and a twelve month high of $337.25. 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's 50 day moving average is $298.79 and its 200 day moving average is $306.83. The company has a market cap of $827.62 billion, a price-to-earnings ratio of 14.78, a price-to-earnings-growth 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 analysts' consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company's quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the business earned $5.07 EPS. Research analysts anticipate that JPMorgan Chase & Co. will post 22.34 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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 dividend of $1.50 per share. 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 is 28.74%.

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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