Third View Private Wealth LLC Acquires Shares of 23,348 JPMorgan Chase & Co. $JPM

Key Points

• Third View Private Wealth LLC acquired a new stake of 23,348 shares of JPMorgan Chase in Q4, valued at about $7.52 million, representing roughly 1.0% of its portfolio and its 21st largest holding.
• JPMorgan beat quarterly expectations (EPS $5.94 vs. $5.50; revenue $50.54B vs. $48.30B) and carries a consensus “Moderate Buy” with a $336.16 target, with recent analyst upgrades (e.g., Truist to $332) and strategic moves like a Europe expansion supporting sentiment.
• Potential downside risks include a lingering legal overhang from a muni-bond price‑fixing case kept alive by the Supreme Court and significant insider/institutional selling activity, which could weigh on the stock.

Third View Private Wealth LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 23,348 shares of the financial services provider's stock, valued at approximately $7,523,000. JPMorgan Chase & Co. accounts for approximately 1.0% of Third View Private Wealth LLC's investment portfolio, making the stock its 21st biggest position.

Other institutional investors have also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $35,000. Miller Global Investments LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at $52,000. Collier Financial bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $60,000. Finally, Decker Retirement Planning Inc. grew its stake in JPMorgan Chase & Co. by 56.3% in the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock valued at $74,000 after purchasing an additional 85 shares during the period. Institutional investors own 71.55% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Analyst upgrade pushed JPM shares higher earlier — a recent upgrade/coverage note sparked an intraday rally (reported as a ~2.1% lift). This likely supported buying interest before broader weakness set in. JPMorgan Chase & Co. NYSE: JPM Shares Up 2.1% on Analyst Upgrade
• Positive Sentiment: Truist raised its price target on JPM to $332 (from $323), signaling some analyst confidence in the stock after Q1 results. That upgrade provides a near-term support narrative for investors focused on analyst-driven flows. Truist Lifts PT on JPMorgan Chase & Co. (JPM) to $332 From $323
• Positive Sentiment: Strategic expansion: JPM extended its $1.5T Security & Resiliency Initiative into Europe — a long‑term, revenue- and franchise-building program across defense, tech and supply chain finance. That supports longer-term growth expectations. JPMorganChase Expands Security and Resiliency Initiative Across Europe
• Positive Sentiment: Deal/AI exposure — JPMorgan is a backer in a large AI funding round (reported in coverage of a Bezos-backed round), showing the bank’s participation in high-profile tech financing. That can underpin fee and advisory revenue. Bezos Nears $10 Billion AI Funding Round Valuing Prometheus At $38 Billion
• Neutral Sentiment: JPMorgan's bullish market calls (raising the S&P 500 target) improve macro sentiment but have limited direct, immediate impact on JPM stock performance — more relevant for market positioning than bank fundamentals. JPMorgan Raises S&P 500 Target To 7,600, Sees 7% Upside On AI Strength
• Negative Sentiment: Legal overhang: the U.S. Supreme Court declined to block a muni-bond price‑fixing class action against major banks (including JPM), keeping litigation risk and potential reserve/penalty uncertainty in play. Banks Rejected By Supreme Court in Muni Bond Price-Fixing Case
• Negative Sentiment: Large insider selling and fund trimming are visible in filings — extensive insider sales and reported institutional reductions (e.g., Robeco trimming ~20% of its JPM position) create supply pressure and can weigh on sentiment. Fund Update: Robeco Institutional Asset Management B.V. Just Disclosed New Holdings Lobbying/Insider Activity Update

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the firm's 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 owned 64,920 shares of the company's stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, 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 worth $22,065,882 in the last three months. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

JPM has been the subject of several research reports. Wells Fargo & Company cut their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research note on Tuesday, February 17th. Jefferies Financial Group increased their price target on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Wolfe Research downgraded JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Finally, Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $336.16.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $313.29 on Wednesday. The stock's 50-day simple moving average is $298.45 and its 200 day simple moving average is $306.76. The stock has a market capitalization of $840.31 billion, a price-to-earnings ratio of 15.00, a price-to-earnings-growth ratio of 1.55 and a beta of 1.05. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52-week low of $231.37 and a 52-week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued 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 for the quarter, compared to analysts' expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm's quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.07 EPS. Research analysts forecast that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is 28.74%.

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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