JPMorgan Chase & Co. $JPM is Donaldson Capital Management LLC’s 6th Largest Position

Donaldson Capital Management LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 345,590 shares of the financial services provider’s stock after acquiring an additional 2,080 shares during the quarter. JPMorgan Chase & Co. makes up approximately 3.5% of Donaldson Capital Management LLC’s investment portfolio, making the stock its 6th largest position. Donaldson Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $111,356,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC boosted its holdings in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. during the third quarter valued at $35,000. Miller Global Investments LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter valued at $52,000. Finally, Collier Financial purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on JPM. Robert W. Baird upped their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 4th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. The Goldman Sachs Group lifted their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Daiwa Securities Group increased their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $336.48.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Asset Management is buying shorter-dated government debt (two-to-five year Treasuries, gilts and similar) after a global selloff, signaling the firm sees value in parts of the curve and is protecting/positioning its fixed‑income books. This could stabilize trading and asset-management returns if yields retreat. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration Income ETF (JPIE) has delivered strong cumulative returns and steady distributions since inception — a positive for asset-management fee income and client retention in a volatile bond market. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception
• Positive Sentiment: JPMorgan is launching/ backing tax‑advantaged and return‑of‑capital ETFs (e.g., ROCY), expanding its product lineup and potential fee pools in asset management. Incremental product launches help diversify revenue. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan plans to hire ~1,000 bankers to expand small-business lending — a direct growth push that should support net interest income if loan demand and spreads hold. JPMorgan to Hire 1,000 Bankers, Boost Lending in Small Business Push
• Neutral Sentiment: CEO Jamie Dimon reiterated a push for return-to-office, a cultural/operational stance that may affect hiring and retention but has limited near-term earnings impact. Jamie Dimon renews return-to-office push
• Neutral Sentiment: Management is exploring “prediction markets” as a future customer product — a potential new revenue avenue but still early-stage and likely immaterial near term. JPMorgan could enter prediction markets
• Neutral Sentiment: JPMorgan disclosed portfolio moves (ceasing a holding in IPH; taking a notifiable stake in Hexagon Composites) — routine portfolio/strategic activity with limited direct impact on JPM stock. JPMorgan Group Ceases to Be Substantial Holder in IPH Ltd. JPMorgan Takes Notifiable 6.6% Stake in Hexagon Composites
• Negative Sentiment: HSBC cut JPMorgan’s price target from $319 to $288 (hold), a negative analyst move that can pressure sentiment and headline-driven flows. HSBC adjusts price target on JPMorgan
• Negative Sentiment: Industry-wide large withdrawals and weaker deal activity (private-equity sales down, subdued exits) create a tougher backdrop for deposit bases and investment-banking fees, which could weigh on JPM’s revenue. JPMorgan faces challenging backdrop driving large withdrawals Private Equity Sales Slump as AI, War Bring New Stress Fractures
• Negative Sentiment: Geopolitical escalation (Trump’s comments on Iran) pushed yields higher and volatility up; rising rates can depress bond prices and create mark-to-market losses in trading and securities inventories, pressuring near-term earnings. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 433 shares of the firm’s 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 transaction, the insider directly 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 transaction was disclosed in a filing with the SEC, which is available at this link. Also, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the transaction, the chief financial officer owned 23,804 shares in the company, valued at $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $294.66 on Friday. The company has a market cap of $794.70 billion, a PE ratio of 14.73, a price-to-earnings-growth ratio of 1.41 and a beta of 1.05. The stock’s 50 day simple moving average is $299.02 and its 200-day simple moving average is $307.27. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the business earned $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

JPMorgan Chase & Co. Company 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.