WealthPlan Investment Management LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,360 shares of the financial services provider’s stock after buying an additional 2,242 shares during the period. WealthPlan Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $12,360,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Turning Point Benefit Group Inc. purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $35,000. Merrithew & Thorsten Inc purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at $40,000. WHI TRUST Co LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at $45,000. Cresta Advisors Ltd. purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at $48,000. Finally, Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at $52,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Insider Buying and Selling
In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,589 shares of company stock valued at $8,747,496 over the last 90 days. Insiders own 0.41% of the company’s stock.
Wall Street Analysts Forecast Growth
Read Our Latest Research Report on JPM
Key JPMorgan Chase & Co. News
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 concern and reinforcing confidence in the bank’s capital and resolution planning. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
- Positive Sentiment: The company also declared a quarterly dividend of $1.50 per share, underscoring its strong cash generation and shareholder-return profile, which can support demand from income-focused investors. JPMorgan Chase & Co. (JPM) Declares Quarterly Dividend of $1.50 per Share
- Positive Sentiment: J.P. Morgan Asset Management announced cash distributions for its ETFs, keeping JPMorgan’s asset-management franchise in the spotlight and highlighting steady fee-driven business activity. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
- Neutral Sentiment: JPMorgan remains a widely watched bank stock, with recent search interest and broader coverage suggesting investors are still focused on its earnings power, valuation, and regulatory posture. Investors Heavily Search JPMorgan Chase & Co. (JPM): Here is What You Need to Know
- Neutral Sentiment: JPMorgan is also drawing attention for its push into security-related sectors and AI-enabled operations, but these longer-term initiatives are unlikely to move the stock sharply in the near term. JPMorgan Chase Targets Security Sectors And AI As Valuation Draws Attention
JPMorgan Chase & Co. Stock Up 0.0%
Shares of JPM opened at $306.49 on Tuesday. JPMorgan Chase & Co. has a 52-week low of $256.00 and a 52-week high of $337.25. The company has a market capitalization of $821.25 billion, a PE ratio of 14.68, a price-to-earnings-growth ratio of 1.49 and a beta of 1.03. The stock has a fifty day simple moving average of $301.33 and a two-hundred day simple moving average of $307.10. 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 earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same period last year, the company earned $5.07 EPS. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current year.
JPMorgan Chase & Co. Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.
About JPMorgan Chase & Co.
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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