NBT Bank N A NY lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 126,260 shares of the financial services provider’s stock after selling 2,170 shares during the period. JPMorgan Chase & Co. makes up 2.9% of NBT Bank N A NY’s holdings, making the stock its 6th biggest position. NBT Bank N A NY’s holdings in JPMorgan Chase & Co. were worth $41,128,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $32,000. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at $52,000. Collier Financial purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $60,000. Finally, Decker Retirement Planning Inc. increased its holdings in JPMorgan Chase & Co. by 56.3% in the third quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock valued at $74,000 after buying an additional 85 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Wall Street Analyst Weigh In
A number of research analysts have weighed in on JPM shares. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday. Wells Fargo & Company cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Argus lifted their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $336.16.
Read Our Latest Stock Report on JPM
Insiders Place Their Bets
In other news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. 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 sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 71,908 shares of company stock valued at $22,065,882. 0.47% of the stock is owned by company insiders.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan reported a strong Q1 (EPS and revenue beat, trading/investment‑banking strength) that underpins near‑term earnings momentum and supports the stock. Read More.
- Positive Sentiment: Evercore raised its price target to $340 (maintained outperform), and other shops have lifted targets after the quarter — analyst upgrades provide upside support. Read More.
- Positive Sentiment: Regulatory overhang reduced after the OCC terminated a March 2024 consent order tied to the bank’s trade‑surveillance program — removes a risk premium and is favorable for confidence in controls. Read More.
- Neutral Sentiment: JPMorgan is active in industry plumbing: it projects CLARITY Act passage progress (positive for crypto services over time) and is a lead underwriter on large IPOs (e.g., Kailera), which are business opportunities but not immediate EPS drivers. Read More. • Read More.
- Negative Sentiment: Management trimmed full‑year net interest income (NII) guidance and cautioned that the stock isn’t cheap, which weakens forward earnings visibility and reduces buyback flexibility — these comments can limit multiple expansion. Read More.
- Negative Sentiment: Significant insider selling (CFO and COO disclosed multi‑thousand‑share sales; broader reports of multiple insiders selling) — trades were reported under Rule 10b5‑1 plans but can still add short‑term selling pressure or negative optics. Read More. • Read More.
- Neutral Sentiment: Macro/regulatory risks remain on management’s radar (geopolitics, energy, deficits). These are background risks investors should monitor but don’t negate the quarter’s strength. Read More.
JPMorgan Chase & Co. Stock Up 0.2%
Shares of NYSE JPM opened at $310.67 on Friday. The company’s 50-day simple moving average is $298.65 and its 200-day simple moving average is $306.70. JPMorgan Chase & Co. has a 52-week low of $226.34 and a 52-week high of $337.25. The firm has a market cap of $833.29 billion, a price-to-earnings ratio of 14.88, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced 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 net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter last year, the business earned $5.07 earnings per share. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. 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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