BCS Private Wealth Management Inc. Has $11.73 Million Holdings in JPMorgan Chase & Co. $JPM

BCS Private Wealth Management Inc. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 36,390 shares of the financial services provider’s stock after selling 2,203 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 4.0% of BCS Private Wealth Management Inc.’s holdings, making the stock its 3rd biggest position. BCS Private Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $11,726,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $32,000. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $52,000. Collier Financial purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $60,000. Finally, Decker Retirement Planning Inc. lifted its position in shares of JPMorgan Chase & Co. by 56.3% during the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock valued at $74,000 after buying an additional 85 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

JPM has been the topic of a number of analyst reports. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Evercore lifted their price objective on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, April 17th. HSBC lowered their price objective on JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating on the stock in a research report on Wednesday, April 1st. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, Argus lifted their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $336.16.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Evercore ISI raised its JPM price target to $340, citing exceptional Q1 results and stronger-than-expected performance — a bullish analyst signal that supports upside expectations. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340
• Positive Sentiment: JPMorgan’s asset-management arm is ramping a private-credit push that will deploy “tens of billions” into loans sourced by commercial bankers — this could lift fee income and diversify higher‑margin lending. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Positive Sentiment: JPMorgan is close to arranging a record ~$38B loan for Oracle’s data-center buildout — a large syndicated deal that generates fees and strengthens corporate banking relationships. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Positive Sentiment: JPMorganChase expanded its Security and Resilience Initiative into Continental Europe, signaling growth in client advisory and financing work tied to critical industries. JPMorganChase Extends Critical Industries Investment Program to Continental Europe
• Neutral Sentiment: JPMorgan issued $10 billion in registered public debt — a financing move that boosts liquidity/capital flexibility but increases liabilities; impact on EPS and capital ratios should be modest/managed. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: JPMorgan/affiliates reduced reported holdings in smaller names (West African Resources, a2 Milk) — routine portfolio rebalancing with limited read-through to JPM’s core franchise. JPMorgan Ceases to Be Substantial Holder in West African Resources
• Negative Sentiment: JPMorgan warned investors as a fresh wave of crypto/DeFi exploits has triggered large withdrawals and a flight to safety — increased risk aversion can pressure trading revenues, market-related fees and investor flows. JPMorgan issues blunt warning as investors move to safety

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $311.91 on Friday. The stock has a market capitalization of $836.62 billion, a PE ratio of 14.94, a P/E/G ratio of 1.53 and a beta of 1.05. The business has a 50 day simple moving average of $298.67 and a two-hundred day simple moving average of $306.84. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $237.58 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter last year, the business posted $5.07 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer owned 35,460 shares in the company, valued at $10,870,263. This trade represents a 13.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the transaction, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,908 shares of company stock worth $22,065,882 over the last three months. 0.47% of the stock is owned by company insiders.

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.