Dorato Capital Management Buys New Position in JPMorgan Chase & Co. $JPM

Dorato Capital Management bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 4,652 shares of the financial services provider’s stock, valued at approximately $1,432,000. JPMorgan Chase & Co. comprises approximately 1.1% of Dorato Capital Management’s investment portfolio, making the stock its 22nd biggest position.

Several other institutional investors have also recently added to or reduced their stakes in the company. Roxbury Financial LLC raised its stake in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares during the last quarter. Collective Family Office LLC raised its stake in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after purchasing an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares during the last quarter. Rialto Wealth Management LLC raised its stake in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares during the last quarter. Finally, Essential Planning LLC. raised its stake in JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after purchasing an additional 33 shares during the last quarter. Institutional investors and hedge funds own 71.55% 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: Analysts and models expect JPMorgan to beat or print solid Q1 results; Zacks and other previews say JPM has the ingredients for an earnings beat, supporting buyer interest ahead of the April 14 report. JPMorgan Chase & Co. (JPM) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Goldman Sachs raised its price target on JPM to $365 (buy), a significant bullish signal that can bolster sentiment and buying interest despite other mixed analyst moves. JPMorgan Chase & Co. had its price target raised by The Goldman Sachs Group, Inc. from $352.00 to $365.00
• Positive Sentiment: JPMorgan is piloting JPM Coin for interbank settlements in Argentina — a business/tech win that demonstrates product monetization potential for tokenized deposits and could support future fee or transaction revenue. Argentine banks testing JPMorgan’s JPM Coin to speed up settlements: Report
• Neutral Sentiment: Mixed analyst activity: several firms trimmed price targets (Evercore to $320, Daiwa to $328, Autonomous and others trimmed), while the median 6‑month target remains above the share price; the net effect is divergence among investors but not a clear directional catalyst. Daiwa Securities adjusts PT on JPMorgan Chase Co to $328 from $340
• Neutral Sentiment: JPMorgan disclosed a small (6.1%) stake in Hexagon Composites via its J.P. Morgan Securities PLC arm — a portfolio/investment disclosure that is unlikely to move JPM’s stock materially but signals active principal investing. JPMorgan Discloses 6.1% Stake in Hexagon Composites
• Negative Sentiment: Management warnings: CEO Jamie Dimon’s annual letter flags the Iran war, higher inflation and the prospect of rates staying higher for longer — macro risks that could compress bank margins and lift credit costs, weighing on sentiment. JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets
• Negative Sentiment: Credit exposure actions: JPMorgan has restricted some lending to private credit funds after marking down loans in those portfolios — a direct, operational credit-and-liquidity development that could pressure trading and lending-related revenue. Private Credit Experiencing ‘Growing Pains,’ SLR Capital Partners’ Co-CEO Gross
• Negative Sentiment: Insider activity & executive pay disclosures (large estimated CEO pay and multiple insider sales) can be read negatively by some investors as reduced insider confidence or stock supply into the market. JPMORGAN CHASE & CO ($JPM) Chairman and CEO 2025 Pay Revealed

Wall Street Analyst Weigh In

JPM has been the subject of a number of research analyst reports. The Goldman Sachs Group upped their price objective on shares of JPMorgan Chase & Co. from $352.00 to $365.00 and gave the company a “buy” rating in a research note on Monday. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Robert W. Baird upped their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective for the company. Finally, Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $333.17.

Insider Activity

In related news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the sale, the chief financial officer directly owned 23,804 shares of the company’s stock, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.6%

NYSE JPM opened at $297.21 on Wednesday. JPMorgan Chase & Co. has a 12 month low of $211.00 and a 12 month high of $337.25. The company has a 50-day moving average of $298.78 and a 200-day moving average of $306.88. 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 cap of $801.58 billion, a P/E ratio of 14.85, a P/E/G ratio of 1.41 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business 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 company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.81 EPS. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors 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 yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is 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.