Jones Kertz & Associates Inc. Makes New $4.27 Million Investment in JPMorgan Chase & Co. $JPM

Jones Kertz & Associates Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,244 shares of the financial services provider’s stock, valued at approximately $4,267,000. JPMorgan Chase & Co. makes up 2.2% of Jones Kertz & Associates Inc.’s portfolio, making the stock its 15th largest position.

Several other institutional investors have also recently made changes to their positions in JPM. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Turning Point Benefit Group Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $35,000. Miller Global Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth $52,000. Collier Financial purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $60,000. Finally, Decker Retirement Planning Inc. raised its position in shares of JPMorgan Chase & Co. by 56.3% in the third quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock worth $74,000 after buying an additional 85 shares in the last quarter. Hedge funds and other institutional investors 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: JPMorgan was named the first Global Banking Partner of the Olympic Games, serving as Official Bank of Team USA and LA28 — a high-profile branding and client-engagement win that supports consumer/wealth marketing and global visibility. Article Title
• Positive Sentiment: Research analysts at Erste Group raised their FY estimates for JPMorgan, signaling stronger expected earnings — a driver for investor confidence in near-term profitability. Article Title
• Positive Sentiment: JPMorgan is expanding its Security & Resiliency Initiative into Europe and remains a major buyer of shares via large buybacks — both signal continued capital deployment into growth, tech/ops and shareholder returns. Article Title
• Positive Sentiment: JPMorgan hired Chris Mihok from KBW as a managing director on its North America banks coverage team — a targeted hire that strengthens its financial-institutions coverage and advisory bench. Article Title Article Title
• Neutral Sentiment: JPMorgan’s research team downgraded Meta to Neutral on rising AI capex — a notable research call that affects market flow and highlights JPM’s active role in equities research but has limited direct impact on JPM’s own fundamentals. Article Title
• Negative Sentiment: JPMorgan shares edged lower in pre-market trading after a lawsuit accused one of the bank’s executives of misconduct — legal/people risk that can pressure sentiment until resolved. Article Title
• Negative Sentiment: CEO Jamie Dimon warned of rising government debt and a possible global bond crisis/stagflation — comments that raise macro risk concerns investors may price into bank multiples given sensitivity to rates and credit cycles. Article Title

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the sale, the chief financial officer owned 35,460 shares in the company, valued at $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 71,908 shares of company stock valued at $22,065,882. 0.41% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on JPM shares. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Daiwa Securities Group lowered their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $336.16.

JPMorgan Chase & Co. Trading Up 1.5%

NYSE JPM opened at $313.78 on Friday. The stock’s 50-day simple moving average is $299.19 and its two-hundred day simple moving average is $307.03. JPMorgan Chase & Co. has a twelve month low of $242.17 and a twelve month high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $841.63 billion, a price-to-earnings ratio of 15.03, a PEG ratio of 1.51 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter last year, the business posted $5.07 earnings per share. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. Research analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were given a dividend of $1.50 per share. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

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.