Birch Hill Investment Advisors LLC Sells 2,243 Shares of JPMorgan Chase & Co. $JPM

Birch Hill Investment Advisors LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 96,810 shares of the financial services provider’s stock after selling 2,243 shares during the period. JPMorgan Chase & Co. comprises 1.3% of Birch Hill Investment Advisors LLC’s portfolio, making the stock its 26th largest holding. Birch Hill Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $31,194,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. during the third quarter valued at approximately $32,000. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Miller Global Investments LLC bought a new position in JPMorgan Chase & Co. during the fourth quarter valued at approximately $52,000. Collier Financial bought a new position in JPMorgan Chase & Co. during the third quarter valued at approximately $60,000. Finally, Decker Retirement Planning Inc. lifted its position in JPMorgan Chase & Co. by 56.3% during the third quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock valued at $74,000 after purchasing an additional 85 shares during the period. Institutional investors own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

JPMorgan Chase & Co. Stock Up 1.1%

JPM opened at $311.74 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1-year low of $238.43 and a 1-year high of $337.25. The company has a market capitalization of $836.16 billion, a PE ratio of 14.93, a PEG ratio of 1.51 and a beta of 1.05. The firm’s 50 day simple moving average is $298.97 and its two-hundred day simple moving average is $306.89.

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, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same period last year, the firm 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 forecast that JPMorgan Chase & Co. will post 22.34 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on JPM shares. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Daiwa Securities Group decreased their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Truist Financial increased their price target on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus price target of $336.16.

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,908 shares of company stock valued at $22,065,882. Company insiders own 0.41% of the company’s stock.

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.