Asset Management One Co. Ltd. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,414,815 shares of the financial services provider’s stock after buying an additional 46,264 shares during the quarter. JPMorgan Chase & Co. comprises about 1.3% of Asset Management One Co. Ltd.’s holdings, making the stock its 13th largest position. Asset Management One Co. Ltd. owned 0.05% of JPMorgan Chase & Co. worth $457,912,000 at the end of the most recent reporting period.
A number of other large investors have also bought and sold shares of JPM. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the third quarter worth $32,000. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. in the third quarter worth $35,000. Miller Global Investments LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter worth $52,000. Collier Financial acquired a new stake in JPMorgan Chase & Co. in the third quarter worth $60,000. Finally, Decker Retirement Planning Inc. grew its holdings in JPMorgan Chase & Co. by 56.3% in the third 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 during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Stock Up 1.1%
Shares of NYSE JPM opened at $311.74 on Tuesday. The stock has a market capitalization of $836.16 billion, a P/E ratio of 14.93, a P/E/G ratio of 1.51 and a beta of 1.05. The company has a 50-day moving average price of $298.97 and a 200-day moving average price of $306.89. JPMorgan Chase & Co. has a 1 year low of $238.43 and a 1 year high of $337.25. 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. 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 given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan is part of a $6 billion financing syndicate for prospective buyers of a stake in Kuwait Petroleum Corporation’s crude pipeline network — a meaningful investment-banking/loan fee opportunity and a sign of continued corporate and sovereign deal flow in the bank’s pipeline. Exclusive: JPMorgan among banks providing financing for Kuwaiti oil pipeline stake deal
- Positive Sentiment: JPMorgan announced a partnership with ACI Worldwide to embed its Kinexys Liink Confirm payee/account verification into ACI’s fraud solution — expands JPM’s payments product footprint and could reduce fraud losses while boosting transaction/service revenue. JPMorgan and ACI Team to Combat Real-Time Payment Fraud
- Positive Sentiment: Recent fundamentals remain supportive: JPMorgan’s April quarter beat on EPS and revenue, with solid margins and ROE — a reminder that core earnings and fee businesses remain robust (background earnings release).
- Neutral Sentiment: CEO Jamie Dimon will present at the Bernstein Strategic Decisions Conference on May 27 — provides management access and the chance to reinforce strategy, but not an immediate earnings driver. JPMorganChase to Present at the Bernstein Strategic Decisions Conference
- Neutral Sentiment: JPMorgan research is urging investors to “buy the dips” amid record markets and suggests lower rate expectations later this year — a bullish market-structure view that can support trading and wealth management flows but is macro-driven. Why JPMorgan is telling investors to keep buying the dips even as market hits new highs
- Neutral Sentiment: JPMorgan is among banks recommending energy-linked currency trades as the US‑Iran conflict reshapes oil markets — highlights the bank’s FX/markets franchise activity, but this is market-research driven rather than a direct earnings surprise. Deutsche, JPMorgan Favor Energy-Linked Currencies Amid Iran War
- Neutral Sentiment: JPMorgan strategists note that AI-related cash flow growth is outpacing capex in the tech sector — a research datapoint that supports sector positioning and trading flows but is indirect for JPM’s own fundamentals. AI funding pressures ease as cash flow growth outpaces spending: JPMorgan
- Negative Sentiment: Media commentary (e.g., Jim Cramer) criticized JPMorgan’s investor presentation as underwhelming compared with peers — could weigh on investor perception of messaging and near-term sentiment if echoed by other commentators. Jim Cramer Shares Why JPMorgan’s (JPM) Conference Wasn’t Great
Insider Activity at JPMorgan Chase & Co.
In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated 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 transaction, the general counsel directly owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Piepszak sold 9,136 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the transaction, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,908 shares of company stock valued at $22,065,882 over the last three months. Insiders own 0.41% of the company’s stock.
Wall Street Analyst Weigh In
JPM has been the subject of a number of research reports. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target for the company. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Jefferies Financial Group raised their price target on shares of JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Finally, Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $336.16.
Get Our Latest Stock Analysis on JPM
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.
See Also
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