Whalerock Point Partners LLC Has $16.34 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Whalerock Point Partners cut its stake in JPMorgan Chase by 47% during the third quarter and now owns 51,804 shares worth about $16.34 million, making JPM its seventh-largest holding (3.3% of the firm's portfolio).
• JPMorgan beat expectations for the quarter with $5.23 EPS vs. a $4.93 estimate and revenue of $45.8 billion (up 7.1% YoY), and the bank pays a quarterly dividend of $1.50 (annualized $6.00, ~2.0% yield).
• Company insiders have been net sellers recently — including sales by General Counsel Stacey Friedman and CFO Jeremy Barnum — with 71,596 shares (~$22.07 million) sold over the last quarter, and insiders now own about 0.47% of the stock.

Whalerock Point Partners LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 47.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 51,804 shares of the financial services provider's stock after selling 45,949 shares during the period. JPMorgan Chase & Co. comprises 3.3% of Whalerock Point Partners LLC's holdings, making the stock its 7th largest holding. Whalerock Point Partners LLC's holdings in JPMorgan Chase & Co. were worth $16,341,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JPM. Peterson Wealth Advisors LLC increased its stake in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock worth $635,000 after acquiring an additional 33 shares during the period. Rialto Wealth Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after purchasing an additional 33 shares in the last quarter. TradeWell Securities LLC. increased its position in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider's stock worth $3,832,000 after purchasing an additional 34 shares during the period. Sharkey Howes & Javer raised its stake in JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider's stock valued at $563,000 after purchasing an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC lifted its position in JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock worth $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Down 0.3%

Shares of NYSE:JPM opened at $299.43 on Thursday. The company has a fifty day moving average of $311.90 and a 200-day moving average of $308.64. The company has a market capitalization of $807.57 billion, a PE ratio of 14.96, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25.

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 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 company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter last year, the business posted $4.81 EPS. JPMorgan Chase & Co.'s revenue for the quarter was up 7.1% on a year-over-year basis. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio is currently 29.99%.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 71,596 shares of company stock worth $22,067,932 over the last quarter. 0.47% of the stock is currently owned by corporate insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: J.P. Morgan Asset Management added senior hires to expand private-wealth alternatives, a move that can boost fee-bearing AUM and recurring revenue over time. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan research and strategists publicly encouraging clients to “buy the dip” amid the U.S.–Iran tensions can support investor sentiment toward financials and trading flows in the near term. JPMorgan Urges Investors To 'Buy The Dip' Amid US-Iran War
• Neutral Sentiment: JPMorganChase published its 2027 earnings call schedule (dates for quarterly reviews) — routine disclosure but useful for positioning ahead of results. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan economists describe the Iran conflict as a “modest macro shock” and note Asian investors are merely repositioning portfolios — guidance that tempers panic but keeps volatility elevated. JPMorgan: Iran War A 'Modest Macro-Economic Shock'
• Negative Sentiment: JPMorgan research warns a Strait of Hormuz blockade could quickly choke Iraq and Kuwait oil flows — a scenario that lifts oil, risks higher inflation and could pressure loan credit cycles and trading volatility. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait's Oil Flows In Under Two Weeks
• Negative Sentiment: CEO Jamie Dimon and other JPM executives are flagging inflation and a tougher-than-normal credit cycle — comments that raise risk premium concerns for banks and can weigh on the stock. JPMorgan’s Jamie Dimon warns of a ‘skunk’ that could derail markets
• Negative Sentiment: Operational/people flow: JPMorgan veteran Naveen Mallela will join Standard Chartered to run payments — a small talent loss but notable in payments strategy competition. Standard Chartered Picks JPMorgan Vet Naveen Mallela to Run Payments Unit

Analyst Ratings Changes

Several equities analysts have commented on JPM shares. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an "underperform" rating to a "neutral" rating and set a $280.00 price objective for the company in a research report on Tuesday, February 3rd. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the stock a "hold" rating in a research note on Thursday, February 5th. Finally, 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. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $339.55.

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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