Delta Capital Management LLC Reduces Holdings in JPMorgan Chase & Co. $JPM

Delta Capital Management LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 10.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,335 shares of the financial services provider’s stock after selling 2,800 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.9% of Delta Capital Management LLC’s investment portfolio, making the stock its 4th largest holding. Delta Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $7,841,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Acorns Advisers LLC boosted its stake in JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC grew its holdings in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after purchasing an additional 78 shares during the last quarter. Virtus Investment Advisers LLC grew its holdings in JPMorgan Chase & Co. by 7.1% in the second quarter. Virtus Investment Advisers LLC now owns 5,691 shares of the financial services provider’s stock worth $1,650,000 after purchasing an additional 375 shares during the last quarter. Finally, Loomis Sayles & Co. L P increased its position in shares of JPMorgan Chase & Co. by 12.2% during the second quarter. Loomis Sayles & Co. L P now owns 772,736 shares of the financial services provider’s stock worth $224,024,000 after purchasing an additional 83,856 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

JPM has been the subject of several analyst reports. Daiwa Securities Group increased their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average price target of $336.48.

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 72,029 shares of company stock valued at $22,195,693. Insiders own 0.47% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan Asset Management is buying short-dated government bonds (two- to five-year Treasuries, gilts and similar) after recent selloffs, signaling portfolio repositioning into areas it views as oversold — a move that could protect fee income and attract flows into its fixed-income products. JPMorgan Asset Buys Treasuries, Gilts Dented by Inflation Risks
• Positive Sentiment: JPMorgan’s asset-management teams reportedly bought short-term bonds after a global selloff, favoring two- to five-year debt as yields rose — an active positioning that can translate into outperformance for JPM’s funds and support asset-gathering. JPMorgan Buys Short-Term Bonds After 3.1% Global Selloff
• Positive Sentiment: JPMorgan’s short-duration income ETF (JPIE) has delivered strong returns since inception (reported 15.24%), highlighting product stability and steady distributions that can support long-term fee revenue. JPMorgan’s Short-Duration JPIE Earned 15.24% Since Inception While the Bond Market Cratered
• Positive Sentiment: JPMorgan launched/markets new ETF products (ROCY) focused on tax-advantaged return-of-capital strategies — product expansion that can grow AUM and fee streams over time. ROCY: JPMorgan Provides The Tax-Advantaged Return Of Capital Focused ETF
• Positive Sentiment: JPMorgan research continues to move markets — the firm upgraded PACCAR to Overweight, underscoring the influence of JPM’s analyst franchise (a structural revenue and reputation positive). The Bull Case For PACCAR (PCAR) Could Change Following JP Morgan’s Upgrade
• Neutral Sentiment: JPMorgan strategist David Kelly described recent oil and tariff pressures as “temporary,” which could reassure investors about near-term macro risk but is not a direct company-specific catalyst. JPMorgan’s David Kelly calls oil and tariff pressures ‘temporary’
• Neutral Sentiment: Content pieces and lifestyle research (e.g., Fortune piece on wealthy families’ habits published by JPMorgan research/marketing) are brand-positive but unlikely to move the stock materially. The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
• Neutral Sentiment: JPMorgan upgraded Full Truck Alliance coverage to Neutral — another reminder of active research flow but not a direct JPM stock driver. Full Truck Alliance upgraded to Neutral from Underweight at JPMorgan
• Negative Sentiment: Geopolitical tensions (Trump’s Iran remarks) pushed yields and oil higher, creating market volatility. Higher yields can boost net interest income for banks but also increase trading volatility and credit stress — a mixed-to-negative short-term backdrop for bank stocks. Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
• Negative Sentiment: CEO Jamie Dimon’s renewed hardline return-to-office stance has generated internal pushback and negative headlines, which could have modest reputational or talent-retention implications over time. JPMorgan Chase CEO Jamie Dimon doubles down on return-to-office

JPMorgan Chase & Co. Trading Up 0.5%

NYSE:JPM opened at $294.66 on Friday. The company has a market capitalization of $794.70 billion, a P/E ratio of 14.73, a PEG ratio of 1.41 and a beta of 1.05. 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 12 month low of $202.16 and a 12 month high of $337.25. The firm has a fifty day simple moving average of $298.95 and a 200-day simple moving average of $307.17.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion for 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 firm’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.81 EPS. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share 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 issued 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 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

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.