Advisors Management Group Inc. ADV Decreases Holdings in JPMorgan Chase & Co. $JPM

Advisors Management Group Inc. ADV reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 17,973 shares of the financial services provider’s stock after selling 4,074 shares during the quarter. JPMorgan Chase & Co. makes up 1.1% of Advisors Management Group Inc. ADV’s investment portfolio, making the stock its 26th biggest holding. Advisors Management Group Inc. ADV’s holdings in JPMorgan Chase & Co. were worth $5,791,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC lifted 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 valued at $33,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. in the third quarter valued at $35,000. Miller Global Investments LLC purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth about $52,000. Finally, Collier Financial purchased a new position in shares of JPMorgan Chase & Co. during the third quarter worth about $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. 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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 72,029 shares of company stock worth $22,195,693 in the last ninety days. Insiders own 0.47% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative,” committing large-scale small-business lending and hiring (including plans to boost small‑business loans and hire more credit officers) — a clear growth push that could expand customer relationships and NII over time. Read More.
• Positive Sentiment: Analyst support lifted sentiment: Barclays reaffirmed a Buy and Piper Sandler reiterated an Overweight, underpinning demand for the stock amid volatile markets. Read More.
• Positive Sentiment: Corporate tech wins — Mitsubishi adoption of JPMorgan’s blockchain/Kinexys payments tech and other partnerships signal higher fee and payments volumes as the platform scales. That supports the bank’s long‑term tech-enabled growth story. Read More.
• Neutral Sentiment: Management is exploring new products — CEO Jamie Dimon said JPMorgan may one day offer regulated prediction‑market style services for non‑political, non‑sports outcomes; conceptually diversifying offerings but still early stage. Read More.
• Neutral Sentiment: Regulatory/portfolio moves: JPM disclosed notifiable stakes and changes in holdings (e.g., Hexagon Composites stake; ceasing to be a substantial holder in IPH Ltd.) — routine for a large bank but worth watching for strategic intent. Read More. Read More.
• Negative Sentiment: Industry deposit pressures and large withdrawals are being reported across banks — that backdrop increases funding and margin risk for lenders, and investors are pricing in elevated deposit/flow volatility. Read More.
• Negative Sentiment: HSBC cut its price target on JPMorgan to $288 (from $319) and moved to a Hold — a sign that some analysts are trimming near‑term expectations amid macro risks. Read More.

Analyst Ratings Changes

JPM has been the subject of several research reports. Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday. Daiwa Securities Group lifted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Piper Sandler restated an “overweight” rating and set a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $336.48.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $295.25 on Thursday. The stock’s 50-day moving average price is $299.19 and its 200 day moving average price is $307.36. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a market capitalization of $796.28 billion, a PE ratio of 14.75, a price-to-earnings-growth ratio of 1.40 and a beta of 1.05. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion for 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%.The company’s revenue was up 7.1% on a year-over-year basis. During the same period last year, the business posted $4.81 EPS. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

JPMorgan Chase & Co. Company 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.