Blue Trust Inc. Has $14.99 Million Holdings in JPMorgan Chase & Co. $JPM

Blue Trust Inc. lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 46,512 shares of the financial services provider’s stock after selling 2,007 shares during the quarter. Blue Trust Inc.’s holdings in JPMorgan Chase & Co. were worth $14,987,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Danske Bank A S acquired a new position in JPMorgan Chase & Co. in the third quarter valued at about $696,885,000. Holocene Advisors LP raised its stake in JPMorgan Chase & Co. by 1,033.3% during the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after acquiring an additional 1,964,958 shares in the last quarter. Viking Global Investors LP raised its stake in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after acquiring an additional 1,870,386 shares in the last quarter. California Public Employees Retirement System raised its stake in JPMorgan Chase & Co. by 19.6% during the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock worth $2,086,806,000 after acquiring an additional 1,082,913 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in JPMorgan Chase & Co. by 3.3% during the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after acquiring an additional 607,025 shares in the last quarter. Institutional investors and hedge funds own 71.55% 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: Goldman Sachs raised its price target to $365 and reiterated a buy rating — a bullish institutional signal that supports upside expectations for JPM. Goldman Sachs raises PT to $365
• Positive Sentiment: Analysts expect solid Q1 results for big U.S. banks including JPMorgan, and coverage highlighting JPM’s earnings growth and price strength supports investor confidence in the stock’s near-term fundamentals. US banks set to deliver solid first quarter results
• Positive Sentiment: Financial sector stocks are trading higher today, which provides a favorable market backdrop for JPM given its heavyweight role in the sector. Financial stocks higher late afternoon
• Neutral Sentiment: Autonomous Research trimmed its price target to $324 and maintained a neutral rating — a mixed signal that tempers consensus upside but isn’t a sell indicator. Autonomous trims PT to $324
• Neutral Sentiment: JPMorgan notified DroneShield that it has ceased to be a substantial holder — a routine portfolio action with minimal direct impact on JPM’s core business. JPMorgan ceases to be substantial holder in DroneShield
• Negative Sentiment: CEO Jamie Dimon’s annual letter warns the Iran war could push inflation and interest rates higher, and flags geopolitical, AI and private‑credit risks — comments that raise macro uncertainty and could pressure financial multiples if rate-risk and inflation fears intensify. Dimon warns on geopolitical and inflation risks
• Negative Sentiment: SEC filing and Quiver coverage estimate a roughly 7% increase in Jamie Dimon’s 2025 pay and show extensive insider selling over recent months — large insider sales can be interpreted negatively by some investors as reduced insider conviction. Chairman and CEO 2025 pay revealed; insider selling activity

Insider Buying and Selling

In other news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider 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 transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 over the last three months. Insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the subject of several research analyst reports. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 1st. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Daiwa Securities Group boosted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $334.21.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $295.66 on Tuesday. The business has a 50 day moving average of $298.84 and a 200-day moving average of $307.00. 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. The company has a market capitalization of $797.40 billion, a P/E ratio of 14.78, a P/E/G ratio of 1.41 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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. 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 quarter in the prior year, the firm posted $4.81 earnings per share. The firm’s revenue was up 7.1% compared to the same quarter last year. On average, equities research analysts predict 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 paid a $1.50 dividend. 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 is currently 29.99%.

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.