Rossmore Private Capital grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 101,437 shares of the financial services provider’s stock after purchasing an additional 7,492 shares during the period. JPMorgan Chase & Co. makes up 2.9% of Rossmore Private Capital’s holdings, making the stock its 7th biggest holding. Rossmore Private Capital’s holdings in JPMorgan Chase & Co. were worth $32,685,000 at the end of the most recent reporting period.
A number of other institutional investors also recently bought and sold shares of JPM. Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Merrithew & Thorsten Inc purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $40,000. WHI TRUST Co LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $45,000. Cresta Advisors Ltd. purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $48,000. Finally, Miller Global Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. 71.55% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several analysts have recently weighed in on the company. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. UBS Group reduced their target price on JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Wells Fargo & Company reduced their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Daiwa Securities Group reduced their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Finally, Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $339.08.
Insider Buying and Selling
In related news, COO Jennifer Piepszak sold 9,136 shares of the business’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the transaction, the chief operating officer owned 90,001 shares in the company, valued at $27,590,706.56. The trade was a 9.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 28,589 shares of company stock worth $8,747,496. Insiders own 0.41% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory hurdle and easing concerns about capital/planning scrutiny. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
- Positive Sentiment: JPMorgan is expanding its AI use in investment banking, signaling a push toward automation and tech-enabled productivity that could improve efficiency over time. JPMorgan Expands AI Push as Banking Jobs Enter Transition Phase
- Positive Sentiment: JPMorgan strategists said markets may be overpricing the risk of interest-rate hikes, a view that supports defensive stock leadership and suggests room for selective equity gains. JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
- Neutral Sentiment: JPMorgan continues to highlight low-volatility and income-focused ETF products, which may support asset-management flows, but these items are not a direct driver of the bank’s core earnings outlook. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
- Neutral Sentiment: Separately, JPMorgan warned that rising oil prices and geopolitical stress could hurt growth and end the U.S. “Goldilocks” backdrop, which is a macro risk for banks and the broader market. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
- Negative Sentiment: JPMorgan’s warning that the Iran conflict and higher energy costs could trigger a negative growth shock raises recession risk, which could weigh on loan demand and credit quality if conditions worsen. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
JPMorgan Chase & Co. Stock Performance
Shares of JPM stock opened at $306.81 on Wednesday. The stock has a market capitalization of $822.10 billion, a PE ratio of 14.69, a price-to-earnings-growth ratio of 1.49 and a beta of 1.03. JPMorgan Chase & Co. has a 52-week low of $260.31 and a 52-week high of $337.25. The stock’s 50-day moving average price is $301.79 and its 200 day moving average price is $307.06. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly 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. The firm had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.07 EPS. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is 28.74%.
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.
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