JPMorgan Chase & Co. $JPM Shares Purchased by Vista Capital Partners Inc.

Vista Capital Partners Inc. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 47.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,354 shares of the financial services provider’s stock after buying an additional 2,041 shares during the quarter. JPMorgan Chase & Co. accounts for about 0.2% of Vista Capital Partners Inc.’s investment portfolio, making the stock its 28th largest position. Vista Capital Partners Inc.’s holdings in JPMorgan Chase & Co. were worth $2,047,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in the business. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Turning Point Benefit Group Inc. acquired a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Miller Global Investments LLC acquired a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $52,000. Collier Financial acquired a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $60,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $62,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.1%

Shares of NYSE:JPM opened at $299.93 on Friday. The firm has a fifty day moving average of $299.70 and a two-hundred day moving average of $307.39. The firm has a market capitalization of $803.66 billion, a P/E ratio of 14.36, a price-to-earnings-growth ratio of 1.46 and a beta of 1.03. JPMorgan Chase & Co. has a 12-month low of $256.00 and a 12-month high of $337.25. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.

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

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was 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 (DPR) is 28.74%.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $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 79,849 shares of company stock worth $24,522,956. 0.41% of the stock is currently owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s early investment in startup relationships is paying off, with reports saying the bank now leads global tech investment banking after winning major mandates from companies like Pattern Group. This supports the view that JPM is gaining share in a lucrative fee-generating business. Article Title
• Positive Sentiment: JPMorgan Asset Management launched a second tokenized money market fund on Ethereum, reinforcing its leadership in blockchain-based financial products and potentially opening a new growth avenue tied to stablecoin and on-chain liquidity demand. Article Title
• Positive Sentiment: JPMorgan’s asset and wealth management business remains a standout, with revenue and assets under management rising, which should help offset slower areas and support earnings durability. Article Title
• Neutral Sentiment: Several articles focused on JPMorgan’s strategic positioning in tech banking, private-credit trading, and leadership changes in investment banking. These are generally operationally constructive but not immediate stock catalysts. Article Title
• Neutral Sentiment: DBS Bank reportedly upgraded JPM to “hold,” which suggests steadier sentiment but not a strong near-term bullish shift. Article Title
• Negative Sentiment: CEO Jamie Dimon warned that JPMorgan could reconsider its planned London headquarters expansion if the UK becomes “hostile” to banks through higher taxes or tighter regulation. That adds geopolitical and policy uncertainty around a major long-term investment. Article Title
• Negative Sentiment: Recent fund-flow reporting showed Smead Capital Management reduced its JPM position, which may reinforce some caution around the shares, even if the impact is limited. Article Title

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on JPM shares. Piper Sandler raised their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Wells Fargo & Company decreased their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Evercore raised their price objective on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average target price of $338.12.

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.