JPMorgan Chase & Co. $JPM Stake Boosted by CM Wealth Advisors LLC

CM Wealth Advisors LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 44.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,918 shares of the financial services provider’s stock after purchasing an additional 1,835 shares during the quarter. JPMorgan Chase & Co. makes up 0.4% of CM Wealth Advisors LLC’s investment portfolio, making the stock its 28th largest holding. CM Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,907,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter worth about $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth about $52,000. Collier Financial purchased a new position in JPMorgan Chase & Co. in the 3rd quarter worth about $60,000. Finally, Decker Retirement Planning Inc. increased its stake in JPMorgan Chase & Co. by 56.3% in the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock worth $74,000 after purchasing an additional 85 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Stories Impacting 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

Insiders Place Their Bets

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s 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 completion of the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,908 shares of company stock worth $22,065,882 in the last quarter. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 1.0%

Shares of NYSE JPM opened at $308.56 on Friday. The stock has a market cap of $827.62 billion, a price-to-earnings ratio of 14.78, a PEG ratio of 1.52 and a beta of 1.05. The business has a 50 day simple moving average of $298.79 and a 200 day simple moving average of $306.83. JPMorgan Chase & Co. has a 52 week low of $238.43 and a 52 week high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS 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 quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.07 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 22.34 earnings per share 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. Investors of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is presently 28.74%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Jefferies Financial Group lifted their target price on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Robert W. Baird set a $295.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. HSBC lowered their target price on JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating on the stock in a research note on Wednesday, April 1st. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $336.16.

JPMorgan Chase & Co. 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.