ST Germain D J Co. Inc. Has $60.78 Million Holdings in JPMorgan Chase & Co. $JPM

ST Germain D J Co. Inc. decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.9% in the 4th quarter, HoldingsChannel reports. The fund owned 188,641 shares of the financial services provider’s stock after selling 1,638 shares during the period. JPMorgan Chase & Co. makes up about 2.4% of ST Germain D J Co. Inc.’s investment portfolio, making the stock its 7th biggest holding. ST Germain D J Co. Inc.’s holdings in JPMorgan Chase & Co. were worth $60,784,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in JPM. Roxbury Financial LLC increased its holdings in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC boosted its position in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after buying an additional 32 shares during the last quarter. Rialto Wealth Management LLC boosted its position 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 buying an additional 33 shares during the last quarter. Essential Planning LLC. boosted its position in shares of 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 worth $451,000 after purchasing an additional 33 shares during the last quarter. Finally, Granite Group Advisors LLC boosted its position in shares of 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 worth $3,253,000 after purchasing an additional 34 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPM opened at $315.02 on Thursday. The business’s 50-day moving average price is $299.51 and its two-hundred day moving average price is $307.19. JPMorgan Chase & Co. has a 1 year low of $248.83 and a 1 year high of $337.25. The company has a market capitalization of $844.09 billion, a price-to-earnings ratio of 15.09, a P/E/G ratio of 1.51 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.

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 (EPS) for the quarter, beating the consensus estimate 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 firm 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 EPS. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. Equities analysts expect 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 paid a $1.50 dividend. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Blockchain pilot: JPMorgan’s Kinexys unit, working with Ripple, Ondo Finance and Mastercard, completed a near?real?time cross?border settlement of tokenized U.S. Treasuries — a tangible step toward fee?generating tokenization services and payments interoperability that lifted the stock. Ondo, JPMorgan Settle Tokenized Treasuries on XRP Ledger
• Positive Sentiment: Analyst/bench support: Barclays and RBC reaffirmed bullish views (Barclays kept a Buy) and HSBC adjusted its price target upward — analyst backing helps underpin investor confidence. Barclays keeps Buy on JPMorgan
• Positive Sentiment: Strategic growth moves: JPMorgan hired Morgan Stanley’s Boyle to lead private?equity secondaries and is rolling out product upgrades to attract Gen?Z/new?to?bank customers — both expand low?cost deposit gathering and fee?earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle Chase Revamps Products to Win Gen Z Deposits
• Neutral Sentiment: Macro/market context: Financial stocks were broadly higher today, giving JPMorgan a sector tailwind that can amplify positive company?specific news. Sector Update: Financial Stocks Higher
• Neutral Sentiment: CEO commentary: Jamie Dimon said he’s unsure how consumer AI will play out — a cautious stance that signals management is monitoring tech risks/opportunities but implies no immediate strategic shift. Jamie Dimon on consumer AI
• Negative Sentiment: Reputational/legal risk: The New York Times reports JPMorgan offered roughly $1M to settle harassment accusations involving an executive before a former employee filed suit — this could prompt investor concern about governance, litigation exposure and headline risk. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed sales totaling ~8,000 shares under Rule 10b5?1 plans; routine but often read unfavorably by some investors as executives lock in gains. Piepszak SEC filing Barnum SEC filing

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Daiwa Securities Group reduced their price target 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 raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Wells Fargo & Company dropped their price objective 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. Truist Financial lifted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Finally, Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $337.12.

Insiders Place Their Bets

In related news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value of $935,037.02. Following the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 79,849 shares of company stock valued at $24,522,956 in the last quarter. 0.41% of the stock is currently 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.