Stonebridge Financial Group LLC Has $10.75 Million Stake in JPMorgan Chase & Co. $JPM

Key Points

• Stonebridge Financial Group increased its stake in JPMorgan Chase by 23.6%, buying an additional 6,363 shares to own 33,362 shares valued at about $10.75 million at quarter-end.
• JPMorgan reported an EPS beat of $5.23 vs. $4.93 expected, and announced a quarterly dividend of $1.50 per share (annualized $6.00, yield 1.9%; ex-dividend April 6, payable April 30).
• Insider selling was notable: CFO Jeremy Barnum and General Counsel Stacey Friedman sold shares on January 16, and insiders have sold 72,029 shares worth about $22.2 million over the past 90 days.

Stonebridge Financial Group LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 23.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,362 shares of the financial services provider's stock after buying an additional 6,363 shares during the period. Stonebridge Financial Group LLC's holdings in JPMorgan Chase & Co. were worth $10,750,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Roxbury Financial LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% in the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock valued at $2,581,000 after buying an additional 31 shares during the last quarter. Collective Family Office LLC lifted its position in shares of JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock valued at $1,076,000 after buying an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock valued at $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock valued at $304,000 after buying an additional 33 shares during the last quarter. Finally, Essential Planning LLC. lifted its holdings in JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after purchasing an additional 33 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is currently owned by insiders.

Trending Headlines about JPMorgan Chase & Co.

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. Price Performance

JPMorgan Chase & Co. stock opened at $309.96 on Friday. The stock's fifty day moving average price is $299.10 and its two-hundred day moving average price is $306.86. JPMorgan Chase & Co. has a one year low of $225.00 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market cap of $831.39 billion, a PE ratio of 15.49, a price-to-earnings-growth ratio of 1.54 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter last year, the company earned $4.81 EPS. The company's revenue was up 7.1% on a year-over-year basis. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 29.99%.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on JPM shares. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Weiss Ratings reissued a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. The Goldman Sachs Group lifted their price target on JPMorgan Chase & Co. from $352.00 to $365.00 and gave the stock a "buy" rating in a report on Monday, April 6th. TD Cowen reissued a "buy" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Evercore dropped their price target on JPMorgan Chase & Co. from $350.00 to $320.00 and set an "outperform" rating for the company in a report on Monday, April 6th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Hold" and an average target price of $333.17.

About JPMorgan Chase & Co.

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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