Rockland Trust Co. cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 92,124 shares of the financial services provider’s stock after selling 12,720 shares during the period. JPMorgan Chase & Co. comprises about 1.2% of Rockland Trust Co.’s investment portfolio, making the stock its 23rd largest position. Rockland Trust Co.’s holdings in JPMorgan Chase & Co. were worth $29,684,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Parkwoods Wealth Partners LLC lifted its position in JPMorgan Chase & Co. by 65.7% in the fourth quarter. Parkwoods Wealth Partners LLC now owns 3,144 shares of the financial services provider’s stock worth $1,013,000 after purchasing an additional 1,247 shares during the period. Stewardship Advisors LLC increased its holdings in JPMorgan Chase & Co. by 7.6% in the 4th quarter. Stewardship Advisors LLC now owns 2,034 shares of the financial services provider’s stock valued at $655,000 after buying an additional 144 shares during the period. 25 LLC increased its holdings in JPMorgan Chase & Co. by 4.5% in the 4th quarter. 25 LLC now owns 1,527 shares of the financial services provider’s stock valued at $492,000 after buying an additional 66 shares during the period. Hofer & Associates. Inc raised its stake in shares of JPMorgan Chase & Co. by 9.1% in the 4th quarter. Hofer & Associates. Inc now owns 5,743 shares of the financial services provider’s stock valued at $1,850,000 after buying an additional 480 shares in the last quarter. Finally, Royal Fund Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 19.9% during the 4th quarter. Royal Fund Management LLC now owns 50,712 shares of the financial services provider’s stock worth $16,163,000 after acquiring an additional 8,405 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Key JPMorgan Chase & Co. News
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. Stock Up 0.5%
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly 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 during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm posted $4.81 EPS. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
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 dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.
Wall Street Analyst Weigh In
Several analysts have recently weighed in on JPM shares. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Piper Sandler reissued an “overweight” rating and issued a $325.00 price target (down from $345.00) on shares of JPMorgan Chase & Co. in a research report on Monday, March 30th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. HSBC decreased their price objective on JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating on the stock in a report on Wednesday. Finally, Robert W. Baird upped their price objective on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $336.48.
View Our Latest Analysis on JPM
Insider Buying and Selling
In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robin Leopold sold 433 shares of the firm’s 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 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 in the last ninety days. 0.47% of the stock is owned by corporate insiders.
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.
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