Fulcrum Equity Management Boosts Position in JPMorgan Chase & Co. $JPM

Fulcrum Equity Management raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 145.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,674 shares of the financial services provider’s stock after purchasing an additional 2,175 shares during the period. JPMorgan Chase & Co. comprises approximately 1.1% of Fulcrum Equity Management’s portfolio, making the stock its 20th biggest holding. Fulcrum Equity Management’s holdings in JPMorgan Chase & Co. were worth $1,184,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Mizuho Securities Co. Ltd. raised its position in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC grew its position in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $35,000. Finally, Miller Global Investments LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $52,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.5%

JPM stock opened at $286.59 on Monday. The stock has a market capitalization of $772.95 billion, a P/E ratio of 14.32, a PEG ratio of 1.19 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a 50 day moving average price of $302.33 and a two-hundred day moving average price of $307.96.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm posted $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced 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. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on JPM. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Robert W. Baird boosted their price target on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The shares were 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 $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 in the last three months. Company insiders own 0.47% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

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.