Life Cycle Investment Partners Ltd Acquires New Shares in JPMorgan Chase & Co. $JPM

Key Points

• Life Cycle Investment Partners Ltd disclosed a new fourth-quarter stake in JPMorgan Chase, buying 373,767 shares worth about $120.4 million. The holding now ranks as the fund’s 28th largest position and represents 0.8% of its portfolio.
• JPMorgan insiders sold shares recently, including CFO Jeremy Barnum and General Counsel Stacey Friedman, with total insider sales of 28,589 shares valued at about $8.75 million over the last 90 days. Despite that, institutional ownership remains high at 71.55%.
• The bank reported strong quarterly results, beating estimates with EPS of $5.94 and revenue of $50.54 billion, while also raising analyst attention and maintaining a Moderate Buy consensus. JPMorgan also declared a quarterly dividend of $1.50 per share, equal to a 2.0% annualized yield.

Life Cycle Investment Partners Ltd acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 373,767 shares of the financial services provider's stock, valued at approximately $120,435,000. JPMorgan Chase & Co. comprises 0.8% of Life Cycle Investment Partners Ltd's investment portfolio, making the stock its 28th largest holding.

Several other institutional investors have also recently bought and sold shares of JPM. Roxbury Financial LLC increased its holdings in shares of 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 worth $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% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock worth $1,076,000 after purchasing an additional 32 shares during the period. Rialto Wealth Management LLC lifted its holdings in JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock valued at $304,000 after buying an additional 33 shares during the period. Essential Planning LLC. lifted its holdings in JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock valued at $451,000 after buying an additional 33 shares during the period. Finally, Tevis Investment Management increased its stake in JPMorgan Chase & Co. by 0.8% in the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider's stock valued at $1,337,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 71.55% of the company's stock.

Insider Activity

In related news, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction on 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 sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 28,589 shares of company stock valued at $8,747,496 over the last ninety days. 0.41% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have commented on JPM shares. Truist Financial upped their target price on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. HSBC raised their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research note on Monday, May 4th. Zacks Research cut shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 8th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a "hold" rating in a research note on Tuesday, May 12th. Finally, Barclays restated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $339.08.

JPMorgan Chase & Co. Stock Performance

JPM opened at $296.84 on Tuesday. The company's fifty day moving average price is $302.65 and its two-hundred day moving average price is $306.58. The company has a market cap of $795.38 billion, a price-to-earnings ratio of 14.22, a PEG ratio of 1.46 and a beta of 1.00. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $260.31 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion during 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 firm's revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $5.07 earnings per share. On average, analysts expect that JPMorgan Chase & Co. will post 22.4 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s Q2 2026 fee income is expected to rise, with markets revenue likely up 11% and investment banking fees up 10%, driven by volatility and stronger deal-making. JPMorgan's Bullish Q2 Outlook Highlights Fee Income Potential
• Positive Sentiment: JPMorgan was highlighted in analyst and industry roundups as a preferred large-cap financial stock, reinforcing investor confidence in its earnings durability and valuation. The Zacks Analyst Blog Highlights JPMorgan Chase, GE Aerospace, Western Digital, Syntec Optics and Investors Title
• Positive Sentiment: Several market commentaries argued JPMorgan should hold up well even if the Fed hikes again, since higher rates can benefit the bank’s deposit franchise and net interest income. If the Fed Hikes Again, These 3 Financial Stocks Should Still Hold Up

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.

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM - Free Report).

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.