Villere ST Denis J & Co. LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Villere ST Denis J & Co. LLC reduced its stake in JPMorgan Chase by 8.4% in the fourth quarter to 186,842 shares valued at $60.2 million, making JPM the firm's largest holding (~6% of its portfolio).
• JPMorgan beat estimates for the quarter with EPS of $5.94 (vs. $5.50 est.) and revenue of $50.54 billion, and announced a quarterly dividend of $1.50 ($6.00 annual, 1.9% yield).
• Analyst sentiment is mixed-to-positive: the consensus is a "Moderate Buy" with an average target price of $336.16 (15 Buy and 15 Hold ratings).

Villere ST Denis J & Co. LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 8.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 186,842 shares of the financial services provider's stock after selling 17,192 shares during the period. JPMorgan Chase & Co. accounts for approximately 6.0% of Villere ST Denis J & Co. LLC's portfolio, making the stock its largest holding. Villere ST Denis J & Co. LLC's holdings in JPMorgan Chase & Co. were worth $60,204,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Caprock Group LLC increased its position in shares of JPMorgan Chase & Co. by 13.9% during the fourth quarter. Caprock Group LLC now owns 104,005 shares of the financial services provider's stock valued at $33,513,000 after buying an additional 12,732 shares during the period. Kingswood Wealth Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 39.4% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 61,254 shares of the financial services provider's stock valued at $19,737,000 after buying an additional 17,303 shares during the period. FORM Wealth Advisors LLC bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at about $1,509,000. Alphinity Investment Management Pty Ltd increased its position in shares of JPMorgan Chase & Co. by 12.1% during the fourth quarter. Alphinity Investment Management Pty Ltd now owns 2,217,217 shares of the financial services provider's stock valued at $714,432,000 after buying an additional 239,037 shares during the period. Finally, Quaker Wealth Management LLC increased its position in shares of JPMorgan Chase & Co. by 3.3% during the fourth quarter. Quaker Wealth Management LLC now owns 1,091 shares of the financial services provider's stock valued at $352,000 after buying an additional 35 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have recently weighed in on JPM. Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Argus boosted their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a report on Wednesday, April 15th. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Jefferies Financial Group boosted their price objective on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a "hold" rating in a report on Wednesday, April 15th. Finally, DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $336.16.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction that occurred on Tuesday, February 17th. The stock was 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 owned 61,949 shares of the company's stock, valued at $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,908 shares of company stock valued at $22,065,882 over the last 90 days. Company insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Down 0.1%

Shares of JPM opened at $312.89 on Friday. The firm has a market cap of $839.25 billion, a P/E ratio of 14.99, a P/E/G ratio of 1.52 and a beta of 1.03. The stock has a 50 day simple moving average of $299.19 and a two-hundred day simple moving average of $307.02. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $248.83 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $5.07 earnings per share. On average, analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is currently 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts' Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says 'Good Use Cases' Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW's Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A 'Bond Crisis' And Even Stagflation Could Be Coming

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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