Fort Washington Investment Advisors Inc. OH Grows Stock Holdings in JPMorgan Chase & Co. $JPM

Fort Washington Investment Advisors Inc. OH lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 305,769 shares of the financial services provider’s stock after acquiring an additional 4,797 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in JPMorgan Chase & Co. were worth $98,525,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in JPM. Synergy Asset Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 560.2% during the 4th quarter. Synergy Asset Management LLC now owns 19,800 shares of the financial services provider’s stock valued at $6,380,000 after acquiring an additional 16,801 shares in the last quarter. CMH Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 102.7% during the 4th quarter. CMH Wealth Management LLC now owns 1,628 shares of the financial services provider’s stock worth $525,000 after purchasing an additional 825 shares during the period. New Covenant Trust Company N.A. increased its holdings in JPMorgan Chase & Co. by 1.1% in the 4th quarter. New Covenant Trust Company N.A. now owns 5,184 shares of the financial services provider’s stock valued at $1,687,000 after purchasing an additional 54 shares in the last quarter. Parsons Capital Management Inc. RI increased its holdings in JPMorgan Chase & Co. by 0.8% in the 4th quarter. Parsons Capital Management Inc. RI now owns 138,644 shares of the financial services provider’s stock valued at $44,674,000 after purchasing an additional 1,098 shares in the last quarter. Finally, Kathmere Capital Management LLC raised its position in JPMorgan Chase & Co. by 21.7% in the fourth quarter. Kathmere Capital Management LLC now owns 12,378 shares of the financial services provider’s stock valued at $3,988,000 after purchasing an additional 2,203 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $283.64 on Tuesday. The firm has a market cap of $764.99 billion, a price-to-earnings ratio of 14.18, a PEG ratio of 1.17 and a beta of 1.06. The stock has a 50 day moving average of $299.49 and a 200-day moving average of $307.54. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

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 analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 EPS. As a group, analysts forecast 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. Shareholders of record on Monday, April 6th will be paid 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 payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Mitsubishi Corporation will use JPMorgan’s Kinexys blockchain for cross-border corporate payments, reinforcing adoption of JPM’s digital-asset rails and supporting management’s $10bn/day transaction target — a clear upside for fee revenue and product differentiation. Mitsubishi adopts JPMorgan blockchain for corporate payments
• Positive Sentiment: Multiple reports highlight JPMorgan expanding Kinexys usage and targeting higher daily volumes (from ~$7bn toward $10bn), underscoring scalable transaction volumes and institutional demand for blockchain settlement. JPMorgan expands digital assets push with Mitsubishi deal
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” stance on JPM with a $325 price target (down from $345) — still showing analyst conviction in the bank’s franchise but reducing near-term upside expectations. Piper Sandler coverage note
• Neutral Sentiment: Jefferies initiated research coverage (recent start of coverage), and dividend-focused pieces from Zacks/Yahoo reiterate JPM’s appeal for income investors — supportive background but unlikely to move shares materially by itself. Jefferies / dividend coverage
• Negative Sentiment: Truist cut its JPM price target to $323 from $330 and kept a Hold rating, signaling some caution on macro pressures that could weigh on earnings momentum. Truist price-target cut
• Negative Sentiment: Investors are balking at terms in JPMorgan’s role arranging the $7.2bn Sealed Air financing, raising questions about underwriting risk and potential mark/fee sensitivity if allocations sour — a reputational and P&L risk if deals underperform. Investors balk at Sealed Air deal terms
• Negative Sentiment: A federal judge allowed Wells Fargo’s breach-of-contract suit over a $481m commercial real-estate loan to proceed against JPMorgan, introducing litigation risk and potential losses/costs. JPMorgan must face Wells Fargo lawsuit

Insider Activity

In other news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated 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 transaction, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 72,029 shares of company stock valued at $22,195,693 over the last quarter. 0.47% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts have commented on JPM shares. Piper Sandler restated an “overweight” rating and set a $325.00 price objective (down from $345.00) on shares of JPMorgan Chase & Co. in a research note on Monday. Robert W. Baird raised their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a “hold” rating in a report on Thursday, February 5th. Wells Fargo & Company decreased their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Finally, Jefferies Financial Group began coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, March 26th. They issued a “hold” rating and a $310.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $337.83.

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.