Savvy Advisors Inc. Grows Stock Position in JPMorgan Chase & Co. $JPM

Key Points

• Savvy Advisors raised its stake in JPMorgan Chase by 40.4% in Q4 to 49,156 shares, valued at about $15.84 million.
• JPMorgan reported Q4 EPS of $5.23 (beat by $0.30) with revenue of $45.8B (+7.1% y/y) and declared a $1.50 quarterly dividend (annualized $6.00; ~1.9% yield).
• Insiders sold 72,029 shares (roughly $22.2M) last quarter — including CEO Troy L. Rohrbaugh’s 50,000-share sale — while analyst coverage is mixed, averaging a "Hold" rating and a $333.17 price target.

Savvy Advisors Inc. raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 40.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 49,156 shares of the financial services provider's stock after buying an additional 14,149 shares during the period. Savvy Advisors Inc.'s holdings in JPMorgan Chase & Co. were worth $15,839,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of JPM. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Miller Global Investments LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $52,000. Finally, Collier Financial purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $60,000. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $309.96 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a twelve month low of $225.00 and a twelve month high of $337.25. The business has a 50-day moving average price of $299.10 and a 200 day moving average price of $306.90. The firm has a market cap of $831.39 billion, a PE ratio of 15.49, a P/E/G ratio of 1.54 and a beta of 1.05.

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

Insider Buying and Selling

In related news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. 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 owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 in the last quarter. 0.47% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. HSBC reduced their price objective on JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating for the company in a research note on Wednesday, April 1st. Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Truist Financial cut their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Weiss Ratings restated a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, CICC Research assumed coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price target for the company. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of "Hold" and an average price target of $333.17.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Goldman Sachs raised its price target on JPMorgan and reiterated a buy stance, signaling continued analyst confidence that could support the shares into earnings. Goldman raises JPMorgan target
• Positive Sentiment: JPMorgan participated in financing for a large M&A transaction (Sun Pharma’s bid for Organon), illustrating ongoing investment-banking deal flow and fee opportunities. Strong IB activity would help offset margin pressure elsewhere. Organon buyout financed by JPMorgan
• Positive Sentiment: JPMorgan continues to post top-sector profitability metrics — it ranks among the highest return-on-equity banks — a structural strength investors favor in bank multiples. JPMorgan ROE coverage
• Neutral Sentiment: Analysts and outlets are previewing JPMorgan’s Q1 results (expectations focus on net interest income, trading, and IB fees); the report is the near-term catalyst to watch. TipRanks Q1 preview
• Neutral Sentiment: JPMorgan is set to join the limited group of corporate partners for the 2028 Los Angeles Olympics — a branding/relationship move with limited near-term earnings impact. FT: JPMorgan Olympic sponsor
• Neutral Sentiment: J.P. Morgan Asset Management announced March cash distributions for several ETFs on the TSX — relevant to AM fee flows but not a major stock driver. JPMAM ETF distributions
• Negative Sentiment: Zacks Research downgraded JPMorgan from "strong-buy" to "hold," a direct negative from the sell-side that can pressure sentiment ahead of earnings. Zacks downgrade / TickerReport
• Negative Sentiment: Bloomberg reports that Anthropic’s new AI model prompted an emergency meeting of top bank bosses and regulators to discuss cyber risks — increased regulatory scrutiny and potential remediation costs are a risk factor for large banks including JPMorgan. Anthropic/ emergency banking meeting
• Negative Sentiment: JPMorgan warned oil could test wartime highs if Strait of Hormuz disruptions persist, highlighting macro and market-volatility risks that could hurt credit conditions and trading revenue if sustained. JPM oil risk warning

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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