Town & Country Bank & Trust CO dba First Bankers Trust CO Has $8.24 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Town & Country Bank & Trust CO dba First Bankers Trust CO raised its stake in JPMorgan Chase by 25.5% to 25,569 shares, now worth $8.239 million and representing about 2.8% of its holdings (the firm's 5th largest position).
• JPMorgan beat quarterly EPS expectations, reporting $5.23 per share vs. $4.93 consensus, with revenue up 7.1% year-over-year and strong profitability metrics (net margin 20.35%, ROE 17.16%).
• Insider activity and dividend: the CFO and COO sold 2,893 and 8,571 shares respectively on Jan 16 (insiders have sold 72,029 shares in the last 90 days), and the company declared a $1.50 quarterly dividend ($6.00 annualized, 1.9% yield; ex-dividend April 6).

Town & Country Bank & Trust CO dba First Bankers Trust CO raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,569 shares of the financial services provider's stock after acquiring an additional 5,193 shares during the quarter. JPMorgan Chase & Co. makes up approximately 2.8% of Town & Country Bank & Trust CO dba First Bankers Trust CO's holdings, making the stock its 5th biggest position. Town & Country Bank & Trust CO dba First Bankers Trust CO's holdings in JPMorgan Chase & Co. were worth $8,239,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. Maryland Capital Advisors Inc. grew its stake in shares of JPMorgan Chase & Co. by 6.0% in the fourth quarter. Maryland Capital Advisors Inc. now owns 1,409 shares of the financial services provider's stock valued at $454,000 after buying an additional 80 shares in the last quarter. Arta Finance Wealth Management LLC bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $484,000. Whalen Wealth Management Inc. bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $1,147,000. Stratos Wealth Partners LTD. grew its stake in shares of JPMorgan Chase & Co. by 8.8% in the fourth quarter. Stratos Wealth Partners LTD. now owns 235,593 shares of the financial services provider's stock valued at $75,913,000 after buying an additional 19,009 shares in the last quarter. Finally, Stratos Investment Management LLC grew its stake in shares of JPMorgan Chase & Co. by 2.1% in the fourth quarter. Stratos Investment Management LLC now owns 54,346 shares of the financial services provider's stock valued at $17,512,000 after buying an additional 1,115 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. 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 completion of the sale, the chief financial officer owned 26,696 shares of the company's stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company's stock, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Trading Down 0.1%

JPM stock opened at $309.96 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. The company has a fifty day moving average price of $299.10 and a two-hundred day moving average price of $306.90. JPMorgan Chase & Co. has a one year low of $225.00 and a one year high of $337.25. The stock has a market cap of $831.39 billion, a price-to-earnings 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 released 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 net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion during the quarter, compared to analysts' expectations of $45.98 billion. During the same period in the previous year, the business posted $4.81 earnings per share. The company's revenue for the quarter was up 7.1% compared to the same quarter last year. Equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current 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 given 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 of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 29.99%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 target price for the company. Jefferies Financial Group assumed coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, March 26th. They issued a "hold" rating and a $310.00 target price for the company. TD Cowen reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Wells Fargo & Company reduced their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research report on Tuesday, February 17th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus 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

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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