Whittier Trust Co. Boosts Position in JPMorgan Chase & Co. $JPM

Key Points

• Whittier Trust raised its stake in JPMorgan Chase by 1.9%, acquiring 12,075 shares to hold 656,811 shares valued at about $219.8 million, making JPM its 9th largest position (~2.4% of the fund).
• JPMorgan beat Q1 expectations with $5.94 EPS (vs. $5.50 est.) and $50.54B revenue, boosting analyst sentiment and contributing to a consensus "Moderate Buy" rating.
• Corporate developments include JPMorgan building a large private‑credit platform, a $1.50 quarterly dividend (annualized $6.00, ~1.9% yield), recent insider stock sales, and roughly 71.6% institutional ownership.

Whittier Trust Co. raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 656,811 shares of the financial services provider's stock after acquiring an additional 12,075 shares during the period. JPMorgan Chase & Co. makes up about 2.4% of Whittier Trust Co.'s investment portfolio, making the stock its 9th largest position. Whittier Trust Co.'s holdings in JPMorgan Chase & Co. were worth $219,776,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Danske Bank A S purchased a new position in shares of JPMorgan Chase & Co. during the third quarter valued at $696,885,000. Holocene Advisors LP increased its stake in shares of JPMorgan Chase & Co. by 1,033.3% during the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock valued at $679,790,000 after buying an additional 1,964,958 shares during the period. Viking Global Investors LP increased its stake in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock valued at $1,171,826,000 after buying an additional 1,870,386 shares during the period. California Public Employees Retirement System increased its stake in shares of JPMorgan Chase & Co. by 19.6% during the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider's stock valued at $2,086,806,000 after buying an additional 1,082,913 shares during the period. Finally, Legal & General Group Plc increased its stake in shares of JPMorgan Chase & Co. by 3.3% during the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock valued at $5,964,459,000 after buying an additional 607,025 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Price Performance

JPM opened at $308.56 on Friday. The business's 50-day moving average is $298.79 and its two-hundred day moving average is $306.83. JPMorgan Chase & Co. has a 1 year low of $238.43 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The firm has a market capitalization of $827.62 billion, a PE ratio of 14.78, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the firm earned $5.07 earnings per share. The firm's quarterly revenue was up 10.0% compared to the same quarter last year. Research analysts anticipate that JPMorgan Chase & Co. will post 22.34 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Robert W. Baird set a $295.00 price target on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Daiwa Securities Group cut their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 7th. Argus raised their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. Barclays restated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of "Moderate Buy" and a consensus price target of $336.16.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is building a large private‑credit platform to deploy "tens of billions" into loans originated by its commercial bankers — a potential long‑term fee and yield driver for its asset management business. JPMorgan Is Building A Massive Private Credit Machine Powered By Bank Loans
• Positive Sentiment: Evercore ISI raised its valuation on JPM to $340 after an exceptional Q1, which supports upside investor sentiment and could attract buyers. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340 on Exceptional Q1 Performance
• Positive Sentiment: JPMorgan is involved in very large commercial lending deals (including reports of a near‑$38B Oracle data‑center loan), highlighting continued strength and market share in large corporate finance. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: JPMorgan closed a registered public debt offering totaling about $10 billion — a routine funding action but one investors watch for timing and cost of capital implications. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: J.P. Morgan Asset Management announced April cash distributions for several Canadian‑listed JPMorgan ETFs — supportive for fee businesses but immaterial to bank operating earnings. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: While the private‑credit push is revenue‑accretive, it raises concentration and credit‑risk questions (and potential capital/stress‑test implications) as JPM plows bank‑originated loans into less liquid private strategies. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Negative Sentiment: Industry reaction to recent DeFi exploits is prompting big banks (and JPM) to reevaluate crypto/blockchain exposure — a headwind for any institutional crypto growth plans and a short‑term reputational drag. Big banks reevaluate blockchain after $293 million KelpDAO exploit

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. 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 transaction, the insider owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. 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 transaction, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. This trade represents a 5.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,908 shares of company stock valued at $22,065,882 over the last three months. Corporate insiders own 0.47% of the company's stock.

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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