Citizens & Northern Corp Lowers Stock Position in JPMorgan Chase & Co. $JPM

Citizens & Northern Corp reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.6% during the 4th quarter, HoldingsChannel reports. The firm owned 20,091 shares of the financial services provider’s stock after selling 4,583 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.6% of Citizens & Northern Corp’s investment portfolio, making the stock its 16th biggest holding. Citizens & Northern Corp’s holdings in JPMorgan Chase & Co. were worth $6,474,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of JPM. Roxbury Financial LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% in the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after acquiring an additional 31 shares in the last quarter. Collective Family Office LLC increased its position in JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares in the last quarter. Rialto Wealth Management LLC raised its stake in JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares during the last quarter. Essential Planning LLC. raised its stake in JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after purchasing an additional 33 shares during the last quarter. Finally, Granite Group Advisors LLC lifted its holdings in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $307.71 on Tuesday. JPMorgan Chase & Co. has a 12-month low of $248.83 and a 12-month high of $337.25. The company has a market capitalization of $825.35 billion, a price-to-earnings ratio of 14.74, a price-to-earnings-growth ratio of 1.52 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The firm’s fifty day moving average price is $299.19 and its 200 day moving average price is $307.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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. The company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period in the prior year, the company posted $5.07 EPS. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were issued a $1.50 dividend. The ex-dividend date of this dividend 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 is currently 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is one of the lead arrangers on a roughly $13 billion financing for Meta’s planned El Paso data center, a large fee-bearing mandate that supports investment-banking and lending revenue. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Andy Boyle to lead its private-equity secondaries effort, signaling expansion in higher-fee alternative-asset capabilities. That supports future fee revenue and product diversification. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: HSBC nudged up its JPMorgan price target to $312 while Jefferies reiterated a neutral rating — small analyst moves that provide limited directional pressure. HSBC adjusts price target on JPMorgan Chase & Co.
• Neutral Sentiment: Chase published a survey showing many small-business owners lack succession plans — a PR item highlighting client insights but with limited near-term earnings impact. Local Snapshot: Most Small Business Owners Aren’t Prepared for Succession
• Negative Sentiment: Market reports say major banks, including JPMorgan, are exploring ways to offload data-center exposure amid AI-driven capacity and cost strains — a potential credit/risk-management headwind for future underwriting. Market Chatter: JPMorgan Chase, Other Major Banks Seek to Offload Risks
• Negative Sentiment: JPMorgan flagged regulatory shifts as a material risk, which could affect capital, liquidity and growth assumptions — a reminder of downside scenarios that can pressure the multiple investors pay for the stock. JPMorgan warns regulatory shifts could reshape capital, liquidity, and growth prospects
• Negative Sentiment: Political scrutiny (reporting on President Trump’s accusations that big banks discriminate against conservatives) and broader warnings about AI-driven cyber threats add reputational and security risk attention for the sector, which can weigh on investor sentiment. Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at $10,870,263. This trade represents a 13.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 71,908 shares of company stock worth $22,065,882 over the last quarter. Corporate insiders own 0.41% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Daiwa Securities Group lowered their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Autonomous Res lowered their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Finally, Wells Fargo & Company reduced their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $337.12.

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.