Cullen Investment Group LTD. Sells 4,028 Shares of JPMorgan Chase & Co. $JPM

Cullen Investment Group LTD. reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 97,138 shares of the financial services provider’s stock after selling 4,028 shares during the quarter. JPMorgan Chase & Co. makes up about 4.2% of Cullen Investment Group LTD.’s portfolio, making the stock its 6th largest position. Cullen Investment Group LTD.’s holdings in JPMorgan Chase & Co. were worth $31,977,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of JPM. Canvas Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 14.6% during the fourth quarter. Canvas Wealth Advisors LLC now owns 14,554 shares of the financial services provider’s stock worth $4,690,000 after buying an additional 1,859 shares during the last quarter. Optivise Advisory Services LLC lifted its holdings in JPMorgan Chase & Co. by 25.2% in the fourth quarter. Optivise Advisory Services LLC now owns 3,944 shares of the financial services provider’s stock valued at $1,271,000 after buying an additional 794 shares during the period. Client 1ST Advisory Group LLC boosted its position in JPMorgan Chase & Co. by 15.0% during the fourth quarter. Client 1ST Advisory Group LLC now owns 3,217 shares of the financial services provider’s stock valued at $1,037,000 after acquiring an additional 420 shares during the last quarter. Salvus Wealth Management LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at $219,000. Finally, Foster Group Inc. grew its holdings in JPMorgan Chase & Co. by 2.0% during the 4th quarter. Foster Group Inc. now owns 8,164 shares of the financial services provider’s stock worth $2,631,000 after acquiring an additional 161 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $282.98 on Friday. 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’s 50-day moving average is $300.06 and its 200-day moving average is $307.64. The stock has a market capitalization of $763.20 billion, a PE ratio of 14.14, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. 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 issued 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 business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s revenue was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company posted $4.81 EPS. Equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company 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 dividend of $1.50 per share. 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%.

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 72,029 shares of company stock worth $22,195,693 over the last quarter. Corporate insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Robert W. Baird lifted their price objective on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 4th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Truist Financial lowered their target price on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $338.70.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Fed proposal to ease post‑2008 capital rules should free up capital and boost returns for large banks like JPMorgan, improving earnings power and capital deployment prospects. How to Approach JPMorgan Stock as Fed Set to Ease Capital Rules
• Positive Sentiment: Technical/flow signal: heavy put buying and extreme options activity in JPM has historically preceded rebounds — an indicator that contrarian buyers may step in. This can support a near‑term bounce. Option Activity Is Bullish For JPMorgan And Financial Sector (Technical Analysis)
• Positive Sentiment: Investment banking upside: Anthropic is considering an IPO and has talked with banks including JPMorgan — potential M&A/IB fee opportunities if JPM participates. Claude AI Maker Anthropic Considers IPO as Soon as October
• Neutral Sentiment: Asset‑management product update: JPMorgan plans a private‑credit fund with limited redemptions (7.5%) — expands product set and fee income but comes with liquidity/market‑timing considerations. JPMorgan Plans Private Credit Fund That Allows 7.5% Redemptions
• Neutral Sentiment: Back‑office/listing housekeeping: J.P. Morgan Asset Management will transfer 14 ETFs to new listing exchanges on April 16 — operational item with limited direct share‑price impact. J.P. Morgan to Transfer 14 ETFs From Current Exchanges
• Negative Sentiment: Heavy insider selling and disclosed lobbying spend: recent filings show extensive insider sales (multiple executives, including Dimon, sold shares) — can be perceived negatively by the market even if sales are for diversification/compensation reasons. Lobbying Update: $60,000 of JPMORGAN CHASE HOLDINGS LLC lobbying was just disclosed
• Negative Sentiment: Geopolitical and FX pressure: Middle East conflict and surge in the dollar are driving safe‑haven flows and market volatility — broader headwinds for financial stocks and trading revenues, which helps explain today’s weakness in JPM. Also, JPM strategists warn of oil‑flow shocks through the Strait of Hormuz that could fuel further volatility. Dollar’s Best Run Since July Roils Wall Street’s FX Roadmap This map shows a crude ticking time bomb that hits much of the world’s oil supply in April

JPMorgan Chase & Co. 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.