JPMorgan Chase & Co. $JPM Shares Purchased by Cambria Investment Management L.P.

Cambria Investment Management L.P. increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 24.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,469 shares of the financial services provider’s stock after purchasing an additional 3,068 shares during the period. Cambria Investment Management L.P.’s holdings in JPMorgan Chase & Co. were worth $4,879,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Mizuho Securities Co. Ltd. increased its holdings in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the third quarter worth approximately $35,000. Finally, Collier Financial acquired a new stake in JPMorgan Chase & Co. during the third quarter worth $60,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Proposal to loosen bank capital rules would free up capital for buybacks, dividends and lending, which should boost returns for big banks including JPMorgan. Big Banks Win Big With Proposal to Loosen Capital Rules
• Positive Sentiment: J.P. Morgan Asset Management launched two active Equity Premium Yield ETFs (ROCY, ROCQ), expanding its derivative-income product suite — a potential recurring fee stream. J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq
• Positive Sentiment: New wealth-management push targeting athletes (Athlete Council with high-profile partners) can deepen relationships and generate advisory and deposit flows over time. JPMorganChase Partners With Sports Legends to Help Athletes Master Their Money
• Positive Sentiment: JPMorgan Payments partnered with Mastercard to roll out a virtual card in Europe — product expansion that could boost commercial payments revenue. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Positive Sentiment: JPMorgan is sole mandated lead arranger on a ~$2B loan for Korea Zinc’s U.S. critical-minerals plant — a win for fee income and advisory. Korea Zinc Seeks $2 Billion Loan for US Critical Minerals Plant
• Positive Sentiment: Board declared a $1.50 quarterly dividend (ex-dividend Apr 6) — supports yield-oriented investor appeal and signals capital return commitment. JPMorgan Chase declares $1.50 dividend
• Neutral Sentiment: JPMorgan paused underwriting a $5.3B Qualtrics debt sale after weak demand — highlights episodic stress in syndicated debt markets but limited direct impact on JPM’s core franchise. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Unusually large put-option flow: traders bought ~135,219 puts on JPM (a ~58% rise vs. average), suggesting elevated hedging or bearish bets that can amplify intraday volatility. (internal options flow report)
• Negative Sentiment: JPMorgan strategists cut the S&P 500 year-end target to 7,200, warning that higher oil (and Middle East conflict) could shave corporate earnings — a cautious outlook that can hurt financial-sector sentiment. S&P 500 Price Target Slashed to 7,200 by JPMorgan on Recession Risks
• Negative Sentiment: Rising oil prices and escalating Middle East tensions are prompting investor risk-off that has pressured bank stocks broadly; JPM strategists warn investors may be complacent about the Iran war’s market impact. JPMorgan Strategists Say Investors Are Complacent on Iran War
• Negative Sentiment: Coverage pieces flag JPMorgan’s positioning against private credit and potential friction as that market re-prices — a strategic hedge but one that could get “messy” if stress rises. How JPMorgan Chase Is Betting Against Private Credit and Why It Could Get Messy

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the firm’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 transaction, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.1%

NYSE JPM opened at $287.91 on Friday. The firm’s fifty day moving average price is $303.18 and its 200 day moving average price is $307.94. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $776.50 billion, a price-to-earnings ratio of 14.39, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06.

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

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be 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 of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. CICC Research began coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price on the stock. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. The Goldman Sachs Group increased their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Finally, Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $340.00.

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.