JPMorgan Chase & Co. $JPM Holdings Lifted by Cypress Wealth Services LLC

Cypress Wealth Services LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 68.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,684 shares of the financial services provider’s stock after acquiring an additional 7,571 shares during the period. Cypress Wealth Services LLC’s holdings in JPMorgan Chase & Co. were worth $6,020,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth approximately $10,295,209,000. Legal & General Group Plc raised its holdings in shares of JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after purchasing an additional 607,025 shares in the last quarter. Fisher Asset Management LLC lifted its stake in JPMorgan Chase & Co. by 2.3% during the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after purchasing an additional 347,033 shares during the last quarter. Invesco Ltd. lifted its stake in JPMorgan Chase & Co. by 2.3% during the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after purchasing an additional 322,735 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in JPMorgan Chase & Co. by 1.0% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after buying an additional 76,413 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. News Roundup

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.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of NYSE:JPM opened at $295.25 on Thursday. The firm has a 50 day simple moving average of $299.19 and a 200 day simple moving average of $307.36. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market cap 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. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the company posted $4.81 EPS. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Analyst Ratings Changes

Several research firms have issued reports on JPM. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Daiwa Securities Group boosted their target price 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. Finally, Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $336.48.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the firm’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 $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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 value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 in the last ninety days. Company insiders own 0.47% of the company’s stock.

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.