Adelphi Trust Co Makes New Investment in JPMorgan Chase & Co. $JPM

Adelphi Trust Co purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 7,149 shares of the financial services provider’s stock, valued at approximately $2,304,000. JPMorgan Chase & Co. comprises approximately 1.9% of Adelphi Trust Co’s portfolio, making the stock its 15th largest holding.

Other institutional investors have also bought and sold shares of the company. Roxbury Financial LLC increased its stake in shares of JPMorgan Chase & Co. by 0.4% in the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC raised its stake in JPMorgan Chase & Co. by 1.0% in the fourth 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 in the last quarter. Rialto Wealth Management LLC raised its stake in JPMorgan Chase & Co. by 3.6% in the third 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 in the last quarter. Essential Planning LLC. grew its position in JPMorgan Chase & Co. by 2.4% during the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after acquiring an additional 33 shares during the last quarter. Finally, Granite Group Advisors LLC grew its position in JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after acquiring an additional 34 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is building a large private‑credit platform to deploy “tens of billions” into loans originated by its commercial bankers — a potential long‑term fee and yield driver for its asset management business. JPMorgan Is Building A Massive Private Credit Machine Powered By Bank Loans
• Positive Sentiment: Evercore ISI raised its valuation on JPM to $340 after an exceptional Q1, which supports upside investor sentiment and could attract buyers. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340 on Exceptional Q1 Performance
• Positive Sentiment: JPMorgan is involved in very large commercial lending deals (including reports of a near‑$38B Oracle data‑center loan), highlighting continued strength and market share in large corporate finance. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: JPMorgan closed a registered public debt offering totaling about $10 billion — a routine funding action but one investors watch for timing and cost of capital implications. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: J.P. Morgan Asset Management announced April cash distributions for several Canadian‑listed JPMorgan ETFs — supportive for fee businesses but immaterial to bank operating earnings. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: While the private‑credit push is revenue‑accretive, it raises concentration and credit‑risk questions (and potential capital/stress‑test implications) as JPM plows bank‑originated loans into less liquid private strategies. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Negative Sentiment: Industry reaction to recent DeFi exploits is prompting big banks (and JPM) to reevaluate crypto/blockchain exposure — a headwind for any institutional crypto growth plans and a short‑term reputational drag. Big banks reevaluate blockchain after $293 million KelpDAO exploit

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the transaction, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred 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 owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,908 shares of company stock valued at $22,065,882 over the last 90 days. Company insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. CICC Research assumed coverage on 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. Jefferies Financial Group lifted their price objective on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $336.16.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $308.56 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The company has a market cap of $827.62 billion, a PE ratio of 14.78, a P/E/G ratio of 1.52 and a beta of 1.05. The business has a 50-day simple moving average of $298.79 and a two-hundred day simple moving average of $306.83. JPMorgan Chase & Co. has a fifty-two week low of $238.43 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter last year, the company earned $5.07 earnings per share. The company’s quarterly revenue was up 10.0% on a year-over-year basis. As a group, equities analysts expect that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors 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 of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

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.