Nations Financial Group Inc. IA ADV Increases Position in JPMorgan Chase & Co. $JPM

Key Points

• Nations Financial Group Inc. IA ADV boosted its position in JPMorgan Chase & Co. by 12.5% in Q4 to 63,679 shares (worth $20,519,000), making JPM 1.1% of its portfolio and its 16th largest holding.
• JPMorgan reported Q1 EPS of $5.94 (beating estimates by $0.44) and revenue of $50.54 billion, and announced a $1.50 quarterly dividend ($6.00 annualized, a 1.9% yield).
• Company insiders have sold shares recently (71,908 shares valued at $22.07M over the last 90 days), while institutional ownership stands at 71.55% and analysts hold a consensus "Moderate Buy" with an average price target of $336.16.

Nations Financial Group Inc. IA ADV boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 12.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 63,679 shares of the financial services provider's stock after buying an additional 7,081 shares during the period. JPMorgan Chase & Co. accounts for about 1.1% of Nations Financial Group Inc. IA ADV's portfolio, making the stock its 16th largest holding. Nations Financial Group Inc. IA ADV's holdings in JPMorgan Chase & Co. were worth $20,519,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of JPM. Brighton Jones LLC increased its stake in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its stake in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock worth $379,000 after buying an additional 100 shares in the last quarter. Ignite Planners LLC increased its stake in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after buying an additional 78 shares in the last quarter. Jump Financial LLC purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter worth approximately $1,475,000. Finally, Betterment LLC increased its stake in JPMorgan Chase & Co. by 27.5% during the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock worth $571,000 after buying an additional 425 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Down 1.0%

NYSE:JPM opened at $308.56 on Friday. 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 stock's fifty day moving average is $298.79 and its two-hundred day moving average is $306.83. JPMorgan Chase & Co. has a 52 week low of $238.43 and a 52 week high of $337.25. The stock has a market capitalization 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 released its quarterly 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 return on equity of 17.54% and a net margin of 20.66%.The company had revenue of $50.54 billion for the quarter, compared to analysts' expectations of $48.30 billion. During the same period in the prior year, the firm earned $5.07 earnings per share. The firm's revenue was up 10.0% compared to the same quarter last year. Research analysts anticipate that JPMorgan Chase & Co. will post 22.34 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors 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 is 28.74%.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 5,611 shares of the firm's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the transaction, the chief financial officer owned 35,460 shares of the company's stock, valued at $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company's stock, 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 valued at $22,065,882 over the last ninety days. Company insiders own 0.47% of the company's stock.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of analyst reports. Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research report on Wednesday, January 7th. Zacks Research lowered JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, April 8th. DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, TD Cowen restated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and an average price target of $336.16.

JPMorgan Chase & Co. News Summary

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

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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