Modera Wealth Management LLC Sells 6,732 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Modera Wealth Management cut its stake in JPMorgan by 3%, selling 6,732 shares and leaving it with 215,461 shares valued at about $69.4 million; institutional investors own roughly 71.55% of the stock.
• Corporate insiders have been net sellers — 72,029 shares sold in the last 90 days, including CEO Troy L. Rohrbaugh's sale of 50,000 shares (~$15.36M) and COO Jennifer Piepszak's sale of 8,571 shares (~$2.68M), leaving insiders with 0.47% ownership.
• JPMorgan beat Q4 EPS estimates ($5.23 vs. $4.93) while revenue was slightly below expectations, and the firm declared a quarterly dividend of $1.50 (annualized $6.00, ~1.9% yield), with an ex-dividend date of April 6.

Modera Wealth Management LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 3.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 215,461 shares of the financial services provider's stock after selling 6,732 shares during the quarter. Modera Wealth Management LLC's holdings in JPMorgan Chase & Co. were worth $69,426,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in JPM. DMC Group LLC boosted its position in JPMorgan Chase & Co. by 1.3% during the fourth quarter. DMC Group LLC now owns 5,219 shares of the financial services provider's stock valued at $1,682,000 after purchasing an additional 66 shares in the last quarter. South Shore Capital Advisors bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $1,158,000. Rydar Equities Inc. boosted its position in JPMorgan Chase & Co. by 2.3% during the fourth quarter. Rydar Equities Inc. now owns 16,040 shares of the financial services provider's stock valued at $5,168,000 after purchasing an additional 359 shares in the last quarter. Summa Corp. boosted its position in JPMorgan Chase & Co. by 5.6% during the fourth quarter. Summa Corp. now owns 3,800 shares of the financial services provider's stock valued at $1,224,000 after purchasing an additional 200 shares in the last quarter. Finally, Ameliora Wealth Management Ltd. boosted its position in JPMorgan Chase & Co. by 11.2% during the fourth quarter. Ameliora Wealth Management Ltd. now owns 14,131 shares of the financial services provider's stock valued at $4,553,000 after purchasing an additional 1,421 shares in the last quarter. Institutional investors own 71.55% of the company's stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the firm's stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company's stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

JPM has been the topic of a number of recent research reports. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Daiwa Securities Group dropped their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 7th. Freedom Capital raised JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Evercore dropped their price objective on JPMorgan Chase & Co. from $350.00 to $320.00 and set an "outperform" rating on the stock in a research report on Monday, April 6th. Finally, Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company's stock. Based on data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of "Hold" and an average target price of $333.17.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $313.30 on Tuesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market cap of $840.34 billion, a PE ratio of 15.66, a P/E/G ratio of 1.54 and a beta of 1.05. The business has a 50-day simple moving average of $299.20 and a two-hundred day simple moving average of $306.81. JPMorgan Chase & Co. has a fifty-two week low of $226.34 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company's quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the company earned $4.81 earnings per share. As a group, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan rolled out a major community and lending push (the “American Dream” initiative) that ties branch expansion and targeted lending to long‑term growth — investors see this as a durable revenue and deposit-relationship play even if it raises near-term costs. JPMorgan Is Betting on the ‘American Dream’ with a New $1.5 Trillion Initiative. What Does That Really Mean?
• Positive Sentiment: JPMorgan strategists are publicly urging investors to “buy the dip,” signaling the firm’s positive macro view and supporting risk appetite across US equities — this note likely lifted sentiment in banking stocks and helped JPM shares. Another V-shaped rebound ahead? JPM says buy the dip in stocks
• Positive Sentiment: JPMorgan is collecting fees and relationship business as arranger/agent on corporate credit deals (e.g., Chemed’s $450M facility), which supports non‑interest income streams. Chemed Corporation Announces a Five-Year $450 Million Amended and Restated Credit Agreement
• Neutral Sentiment: JPMorgan is heading into Q1 earnings (reporting April 14) with traders pricing in a multi‑percent move; prior beats give confidence but results will be a near‑term volatility catalyst. Here's How Much JPMorgan Chase Stock Is Expected to Move After Earnings
• Neutral Sentiment: JPMorgan and affiliates disclosed reductions/exits from substantial‑holder positions in a few Australian-listed names (Lynas, Nanosonics) — portfolio/housekeeping moves that are not material to JPM’s core franchise but are being reported. JPMorgan Group Drops Below Substantial Holding in Lynas Rare Earths
• Neutral Sentiment: Market commentators and outlets are comparing JPM to peers (MS, GS) ahead of bank reporting — useful framing but not a direct driver unless JPM’s results deviate. JPM or MS: Which Stock Looks More Compelling Ahead of Q1 Earnings?
• Negative Sentiment: JPMorgan analysts warn that crude oil topping $104 could push fuel/gas prices sharply higher, a development that risks consumer strain and credit deterioration if sustained. This macro risk is a potential headwind for bank loan performance. Fuel Costs Poised for Sharp Increase as Crude Crosses $104 Mark
• Negative Sentiment: CEO Jamie Dimon has emphasized risks ahead of earnings, a cautious tone that can temper upside if management flags higher loan-loss provisioning or softer consumer trends. JPMorgan CEO Jamie Dimon Weighs Risks Ahead Of Earnings

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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