JPMorgan Chase & Co. $JPM is Dimensional Fund Advisors LP’s 6th Largest Position

Dimensional Fund Advisors LP reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 18,693,071 shares of the financial services provider’s stock after selling 587,251 shares during the period. JPMorgan Chase & Co. makes up 1.3% of Dimensional Fund Advisors LP’s investment portfolio, making the stock its 6th largest holding. Dimensional Fund Advisors LP owned about 0.69% of JPMorgan Chase & Co. worth $5,896,362,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of JPM. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $32,000. Family Legacy Financial Solutions LLC grew its holdings 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 buying an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. increased its position in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Collier Financial purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at approximately $60,000. Finally, Clarity Asset Management Inc. raised its stake in JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at JPMorgan Chase & Co.

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 432 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, the insider directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have weighed in on the company. Wells Fargo & Company decreased their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Truist Financial decreased their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Piper Sandler lifted their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is the lead arranger on the $55B leveraged buyout of Electronic Arts, a mandate that should generate significant advisory and underwriting fees for the bank. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPMorgan announced two senior hires for J.P. Morgan Asset Management (Head of Private Wealth Alternatives and a National Manager), which supports growth in fee income and wealth business scale. JPMorgan Chase & Co (JPM) Announces Two Key Hires for JPM Asset Management
• Positive Sentiment: Chase expanded community engagement via a partnership with Hudl to deliver financial education to student-athletes — small reputational/branding benefit that supports retail deposit franchise over time. Chase and Hudl Team Up
• Neutral Sentiment: Reports say JPMorgan shifted more of EA buyout financing toward high-yield (junk) bonds — this helps complete the deal but increases credit-market exposure and ties the bank to broader junk-bond market health. Investors should watch underwriting exposure and covenant structures. JPMorgan shifts more of EA buyout financing toward junk bonds
• Neutral Sentiment: SoftBank’s pursuit of up to $40B in dollar borrowing to expand its OpenAI investment is pressuring the credit and loan markets; large dollar issuance could affect funding spreads and demand dynamics relevant to large bank syndications. SoftBank Seeks Up to $40 Billion Loan
• Negative Sentiment: JPMorgan shares were among the large-cap decliners that helped drag the Dow lower, amplifying negative sentiment and short-term headline-driven selling pressure. JPMorgan Chase, American Express share losses contribute to Dow’s 581-point drop
• Negative Sentiment: High-profile insider selling has been notable recently (multiple executive sales reported), which can weigh on investor sentiment even if largely planned or tax-driven. VTI is down 1.0% today, on JPM stock price movement
• Negative Sentiment: Market commentary and analyst notes pointing to JPM’s relative underperformance and broader macro/geopolitical volatility (oil, Middle East tensions) are pressuring financials; JPM’s stock is pulling back with the sector. JPMorgan Chase & Co. stock falls Thursday, still outperforms market

JPMorgan Chase & Co. Trading Down 1.3%

Shares of JPM stock opened at $289.59 on Monday. The business’s fifty day moving average price is $310.42 and its 200 day moving average price is $308.76. The firm has a market capitalization of $781.03 billion, a PE ratio of 14.47, a P/E/G ratio of 1.20 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the company earned $4.81 earnings per share. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

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.