Perpetual Ltd Acquires 4,607 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Perpetual Ltd boosted its stake in JPMorgan Chase by 49.3%, adding 4,607 shares to hold 13,946 shares valued at about $4.49 million at the end of the quarter.
• JPMorgan beat Q1 EPS expectations with $5.23 per share (vs. $4.93 est.), posted $45.8B in revenue (slightly below estimates), and announced a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield).
• Insider activity included Troy L. Rohrbaugh selling 50,000 shares (~$15.36M) in February; insiders have sold 72,029 shares (~$22.2M) in the past 90 days while owning 0.47% of the company.

Perpetual Ltd increased its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 49.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,946 shares of the financial services provider's stock after purchasing an additional 4,607 shares during the quarter. Perpetual Ltd's holdings in JPMorgan Chase & Co. were worth $4,494,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Triangle Securities Wealth Management boosted its position in JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock valued at $8,145,000 after acquiring an additional 3,191 shares during the last quarter. Andra AP fonden boosted its position in JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock valued at $33,972,000 after acquiring an additional 3,300 shares during the last quarter. Banco Santander S.A. boosted its position in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock valued at $142,767,000 after acquiring an additional 37,550 shares during the last quarter. Brighton Jones LLC boosted its position in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter valued at $11,350,000. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Trading Up 0.9%

JPM opened at $310.60 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $220.10 and a fifty-two week high of $337.25. The firm has a market capitalization of $833.10 billion, a PE ratio of 15.52, a P/E/G ratio of 1.53 and a beta of 1.05. The company's 50-day moving average is $299.01 and its 200 day moving average is $306.92.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts' consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 EPS. The firm's revenue was up 7.1% compared to the same quarter last year. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share 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. Investors of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is currently 29.99%.

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of research analyst reports. HSBC cut their price target on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a research report on Wednesday, April 1st. The Goldman Sachs Group increased their price objective on shares of JPMorgan Chase & Co. from $352.00 to $365.00 and gave the stock a "buy" rating in a research report on Monday. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Barclays reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 1st. Finally, Daiwa Securities Group cut their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and fourteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $333.17.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were 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 owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company's stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 over the last ninety days. Insiders own 0.47% of the company's stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Goldman Sachs raised its price target on JPM to $365 and reiterated a Buy, signaling strong Street conviction ahead of Q1 — supportive for the stock. Article Title
• Positive Sentiment: JPMorgan is highlighted among banks with high dividends, underscoring income appeal for yield-seeking investors. Article Title
• Positive Sentiment: Wall Street and research shops are revising Q1 and FY2026 estimates upward in parts (e.g., Erste’s FY2026 bump), and preview notes expect strength in NII, trading and IB — a near-term earnings catalyst. Article Title
• Neutral Sentiment: JPMorgan disclosed a 6.5% stake in Hexagon Composites via its subsidiary, a portfolio move that is informational but not material to JPM’s core operations. Article Title
• Neutral Sentiment: JPMorgan’s research team named Capital One its top pick in consumer finance — positive for advisory credibility but indirect for JPM’s own share performance. Article Title
• Negative Sentiment: Some firms cut JPM targets or trimmed forecasts (Autonomous to $324, Evercore lowered expectations, Piper Sandler remains cautious), signaling differing views on earnings sustainability and valuation. Article Title
• Negative Sentiment: CEO Jamie Dimon’s shareholder letter flagged rising private‑credit risks and intensified crypto competition — prudent transparency but a reminder of downside risks if market stress widens. Article Title
• Neutral Sentiment: Macro relief from the US–Iran ceasefire has eased rate‑hike pressure and oil-supply concerns, a background tailwind for banks’ trading and credit outlooks. Article Title

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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