V Square Quantitative Management LLC Invests $2.49 Million in JPMorgan Chase & Co. $JPM

V Square Quantitative Management LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,733 shares of the financial services provider’s stock, valued at approximately $2,492,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JPM. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth $32,000. Family Legacy Financial Solutions LLC boosted its position in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth $35,000. Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth $52,000. Finally, Collier Financial bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth $60,000. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Trading Up 1.2%

JPM opened at $309.75 on Friday. The stock has a market capitalization of $830.82 billion, a P/E ratio of 14.83, a P/E/G ratio of 1.51 and a beta of 1.05. JPMorgan Chase & Co. has a 12 month low of $226.34 and a 12 month high of $337.25. The firm’s fifty day simple moving average is $298.89 and its 200 day simple moving average is $306.79. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate 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 net margin of 20.66% and a return on equity of 17.54%. The firm’s revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.07 EPS. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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 presently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction 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 in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 71,908 shares of company stock worth $22,065,882. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Quarterly beat and strong trading/IB momentum — JPM reported better‑than‑expected Q1 results (EPS and revenue ahead, markets/investment‑banking revenue notably strong), which supports upside in the stock. Q1 Results
• Positive Sentiment: Regulatory relief — The OCC terminated a March 2024 consent order tied to JPM’s trade surveillance program, removing a regulatory overhang. OCC Clearance
• Positive Sentiment: Analyst support — Multiple firms raised price targets (Argus, Piper Sandler, Truist among others) after the quarter, providing buy‑side momentum and validation for the beat. PT Raises
• Neutral Sentiment: Dividend and corporate housekeeping — JPM declared preferred dividends and set its virtual annual meeting date (May 19); supportive for income investors but not a major stock mover. Preferred Dividends
• Neutral Sentiment: Macro/regulatory commentary — Management reiterated macro and geopolitical risks (background uncertainty); relevant for positioning but not an immediate catalyst. Dimon Risks
• Negative Sentiment: Trimmed NII guidance — Management pulled back full‑year net‑interest‑income expectations, which hurts forward earnings visibility and dampens some of the post‑earnings enthusiasm. NII Outlook Trimmed
• Negative Sentiment: Management caution on buybacks/valuation — CEO comments that the stock “isn’t cheap” and signals around moderating buybacks reduce a common support for the share price. Buybacks Commentary
• Negative Sentiment: Insider and institutional selling — Several senior executives (including the CFO and COO) disclosed Rule 10b5‑1 sales and a hedge fund trimmed a sizable stake; such flows can add short‑term selling pressure or feed negative sentiment. CFO Sale Fund Trim

Analyst Ratings Changes

A number of equities analysts have recently weighed in on JPM shares. HSBC reduced their price target on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating on the stock in a research report on Wednesday, April 1st. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Daiwa Securities Group cut their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $335.36.

JPMorgan Chase & Co. Company 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.