OFI Invest Asset Management Sells 98,887 Shares of JPMorgan Chase & Co. $JPM

Key Points

• OFI Invest Asset Management cut its JPMorgan stake by 23.3% in Q4, selling 98,887 shares and retaining 325,296 shares worth about $104.82 million (≈1.3% of its portfolio; the firm's 13th largest holding).
• Insiders and institutions have been trimming positions — insiders sold 86,776 shares (~$26.7M) in the last 90 days, including CFO Jeremy Barnum and CEO Troy L. Rohrbaugh, while institutional ownership is roughly 71.6%.
• JPMorgan beat Q1 estimates, reporting $5.94 EPS vs. $5.50 expected and $50.54B revenue (up ~10% y/y), and declared a $1.50 quarterly dividend ($6.00 annual, ~2.0% yield).

OFI Invest Asset Management trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 23.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 325,296 shares of the financial services provider's stock after selling 98,887 shares during the quarter. JPMorgan Chase & Co. comprises about 1.3% of OFI Invest Asset Management's investment portfolio, making the stock its 13th largest holding. OFI Invest Asset Management's holdings in JPMorgan Chase & Co. were worth $104,817,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. during the third quarter worth about $32,000. Family Legacy Financial Solutions LLC increased its position in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. during the third quarter worth about $35,000. Miller Global Investments LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. Finally, Collier Financial bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. 71.55% of the stock is owned by institutional investors.

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer directly owned 35,460 shares of the company's stock, valued at $10,870,263. The trade was a 13.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 86,776 shares of company stock worth $26,716,478. Company insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $305.99 on Thursday. The company has a 50 day simple moving average of $298.90 and a 200 day simple moving average of $306.77. The stock has a market cap of $820.72 billion, a price-to-earnings ratio of 14.65, a P/E/G ratio of 1.55 and a beta of 1.05. JPMorgan Chase & Co. has a 1 year low of $226.34 and a 1 year high of $337.25. 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. (NYSE:JPM - Get Free Report) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analysts' expectations 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 quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company earned $5.07 EPS. Research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is presently 29.99%.

Analysts Set New Price Targets

Several research firms have commented on JPM. Royal Bank Of Canada reissued an "outperform" rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. HSBC decreased their target price on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a report on Wednesday, April 1st. Daiwa Securities Group decreased their target price on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a report on Tuesday, April 7th. Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday. Finally, Argus raised their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a "buy" rating in a report on Wednesday. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $335.36.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q1 beat and record markets/investment‑banking performance — JPM reported stronger‑than‑expected Q1 results (EPS and revenue up ~10%), with record trading revenue that drove net income growth. This explains optimism about JPM’s earnings power. Q1 Results
• Positive Sentiment: Analyst price‑target upgrades provide support — Multiple shops raised targets (Argus to $355, Piper Sandler to $345, Truist to $332), signaling analyst confidence after the quarter. Argus PT Raise
• Positive Sentiment: Dividend increases / preferred dividends declared — JPM increased its common dividend and declared dividends on multiple preferred series, supporting yield‑oriented demand. Preferred Dividends
• Neutral Sentiment: Management flags macro/regulatory risks — CEO Jamie Dimon reiterated that the U.S. consumer and business remain resilient but warned of a “complex set of risks” (geopolitics, energy, deficits). This is background risk rather than an immediate earnings shock. Dimon Risks
• Neutral Sentiment: Annual meeting / investor housekeeping — Shareholders’ virtual annual meeting set for May 19; procedural but relevant for governance watchers. Annual Meeting
• Negative Sentiment: Trimmed NII outlook weighed on the stock — While Q1 beat, management trimmed full‑year net‑interest‑income guidance, which reduced forward earnings visibility and pressured the share price. NII Outlook Trimmed
• Negative Sentiment: Management caution on buybacks / valuation — Jamie Dimon and other execs signaled the stock “isn’t cheap” and suggested restraint on buybacks at high multiples, which can reduce near‑term buyback tailwinds. Buybacks Commentary
• Negative Sentiment: Insider sales and institutional trimming — CFO Jeremy Barnum and COO Jennifer Piepszak disclosed multi‑thousand‑share sales (executed under Rule 10b5‑1 plans) and a fund (Badgley Phelps) reported a material reduction in JPM holdings—these flows can add selling pressure or feed negative sentiment. SEC filing: CFO Sale and fund update: Fund Trim

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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