Montrusco Bolton Investments Inc. Has $313.33 Million Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Montrusco Bolton Investments reduced its stake in JPMorgan Chase & Co. by 26.6% in Q4 and now holds 1,005,426 shares worth about $313.33 million, representing ~3.9% of its portfolio and its 7th largest position.
• JPMorgan reported strong quarterly results (EPS of $5.94, revenue of $50.54 billion, revenue +10% YoY) and pays a quarterly dividend of $1.50 ($6.00 annual, ~1.9% yield).
• Insiders sold roughly 79,849 shares (~$24.5 million) last quarter while institutional ownership sits at ~71.6%; analysts are split but the consensus rating is a Moderate Buy with a target near $337.

Montrusco Bolton Investments Inc. lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 26.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,005,426 shares of the financial services provider's stock after selling 364,098 shares during the period. JPMorgan Chase & Co. makes up about 3.9% of Montrusco Bolton Investments Inc.'s investment portfolio, making the stock its 7th largest position. Montrusco Bolton Investments Inc.'s holdings in JPMorgan Chase & Co. were worth $313,328,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of JPM. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $32,000. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter worth approximately $35,000. Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $52,000. Collier Financial purchased a new stake in JPMorgan Chase & Co. during the third quarter valued at approximately $60,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $62,000. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $309.43 on Wednesday. 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 $829.95 billion, a price-to-earnings ratio of 14.82, a price-to-earnings-growth ratio of 1.50 and a beta of 1.03. The firm has a 50-day moving average of $299.16 and a two-hundred day moving average of $307.08. JPMorgan Chase & Co. has a 1 year low of $248.83 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $48.30 billion. During the same period last year, the company posted $5.07 earnings per share. The company's quarterly revenue was up 10.0% compared to the same quarter last year. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is one of the lead banks on Meta’s roughly $13B El Paso data‑center financing, which could generate sizable fees and deepen corporate banking relationships. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: HSBC raised its price target on JPMorgan (to $312) and RBC reaffirmed a Buy — analyst support can help sustain investor confidence. HSBC adjusts price target on JPMorgan
• Positive Sentiment: Chase announced product upgrades aimed at Gen‑Z/new‑to‑bank customers — a strategic push to grow low‑cost deposits and long‑term customer relationships. Chase Revamps Products to Win Gen Z Deposits
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries — a talent add that expands fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: CEO Jamie Dimon said he’s unsure how consumer‑facing AI will play out — a cautious view that signals management is watching tech risks/opportunities but indicates no immediate change to strategy. JPMorgan CEO Jamie Dimon isn't sure how consumer AI will play out
• Neutral Sentiment: Market strategists at JPMorgan are urging investors to buy dips — a bullish market commentary that can lift financials broadly but is macro‑dependent. JPMorgan’s Matejka says buy any dip in stocks
• Negative Sentiment: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed stock sales (combined ~8,000 shares) executed under pre‑arranged Rule 10b5‑1 plans — routine but sometimes read negatively by market participants. Piepszak SEC filing Barnum SEC filing

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 433 shares of the firm's stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares of the company's stock, valued at $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 79,849 shares of company stock worth $24,522,956 over the last quarter. Insiders own 0.41% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on JPM. Jefferies Financial Group reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Monday. Wells Fargo & Company dropped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research note on Tuesday, February 17th. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an "overweight" rating in a research report on Wednesday, April 15th. Evercore increased their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an "outperform" rating in a research note on Friday, April 17th. Finally, Autonomous Res lowered their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating for the company in a report on Monday, April 6th. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and a consensus price target of $337.12.

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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