JPMorgan Chase & Co. $JPM Stock Position Lifted by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 98.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 80,684 shares of the financial services provider's stock after purchasing an additional 39,931 shares during the quarter. JPMorgan Chase & Co. makes up about 1.1% of Ninety One SA Pty Ltd's holdings, making the stock its 9th biggest holding. Ninety One SA Pty Ltd's holdings in JPMorgan Chase & Co. were worth $25,998,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Roxbury Financial LLC increased its position in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock valued at $2,581,000 after purchasing an additional 31 shares during the period. Collective Family Office LLC increased its position in JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock valued at $1,076,000 after purchasing an additional 32 shares during the period. Rialto Wealth Management LLC increased its position in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock valued at $304,000 after purchasing an additional 33 shares during the period. Essential Planning LLC. increased its position in JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock valued at $451,000 after purchasing an additional 33 shares during the period. Finally, Granite Group Advisors LLC increased its position in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock valued at $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on JPM shares. Truist Financial boosted their price objective on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research report on Wednesday, April 15th. HSBC reduced their price objective on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a research report on Wednesday, April 1st. The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Finally, CICC Research began coverage on shares of 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. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $336.16.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is part of a $6 billion financing syndicate for prospective buyers of a stake in Kuwait Petroleum Corporation’s crude pipeline network — a meaningful investment-banking/loan fee opportunity and a sign of continued corporate and sovereign deal flow in the bank’s pipeline. Exclusive: JPMorgan among banks providing financing for Kuwaiti oil pipeline stake deal
• Positive Sentiment: JPMorgan announced a partnership with ACI Worldwide to embed its Kinexys Liink Confirm payee/account verification into ACI’s fraud solution — expands JPM’s payments product footprint and could reduce fraud losses while boosting transaction/service revenue. JPMorgan and ACI Team to Combat Real-Time Payment Fraud
• Positive Sentiment: Recent fundamentals remain supportive: JPMorgan’s April quarter beat on EPS and revenue, with solid margins and ROE — a reminder that core earnings and fee businesses remain robust (background earnings release).
• Neutral Sentiment: CEO Jamie Dimon will present at the Bernstein Strategic Decisions Conference on May 27 — provides management access and the chance to reinforce strategy, but not an immediate earnings driver. JPMorganChase to Present at the Bernstein Strategic Decisions Conference
• Neutral Sentiment: JPMorgan research is urging investors to “buy the dips” amid record markets and suggests lower rate expectations later this year — a bullish market-structure view that can support trading and wealth management flows but is macro-driven. Why JPMorgan is telling investors to keep buying the dips even as market hits new highs
• Neutral Sentiment: JPMorgan is among banks recommending energy-linked currency trades as the US‑Iran conflict reshapes oil markets — highlights the bank’s FX/markets franchise activity, but this is market-research driven rather than a direct earnings surprise. Deutsche, JPMorgan Favor Energy-Linked Currencies Amid Iran War
• Neutral Sentiment: JPMorgan strategists note that AI-related cash flow growth is outpacing capex in the tech sector — a research datapoint that supports sector positioning and trading flows but is indirect for JPM’s own fundamentals. AI funding pressures ease as cash flow growth outpaces spending: JPMorgan
• Negative Sentiment: Media commentary (e.g., Jim Cramer) criticized JPMorgan’s investor presentation as underwhelming compared with peers — could weigh on investor perception of messaging and near-term sentiment if echoed by other commentators. Jim Cramer Shares Why JPMorgan’s (JPM) Conference Wasn’t Great

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 5,611 shares of the company's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer owned 35,460 shares in the company, valued at $10,870,263. The trade was a 13.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction dated 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 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,908 shares of company stock worth $22,065,882 over the last quarter. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Up 1.1%

NYSE:JPM opened at $311.74 on Tuesday. The firm's 50-day moving average price is $298.97 and its 200-day moving average price is $306.89. The company has a market capitalization of $836.16 billion, a PE ratio of 14.93, a P/E/G ratio of 1.51 and a beta of 1.05. 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. has a 1-year low of $238.43 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts' consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to the consensus estimate 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 revenue was up 10.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.07 EPS. On average, equities analysts predict that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a $1.50 dividend. 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 is currently 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.

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.