Pallas Capital Advisors LLC Sells 3,592 Shares of JPMorgan Chase & Co. $JPM

Pallas Capital Advisors LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,554 shares of the financial services provider’s stock after selling 3,592 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.0% of Pallas Capital Advisors LLC’s holdings, making the stock its 18th biggest holding. Pallas Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $30,790,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Acorns Advisers LLC boosted its holdings in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the period. Ignite Planners LLC grew its position in JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares during the last quarter. Summit Global Investments grew its position in JPMorgan Chase & Co. by 1,133.2% in the 2nd quarter. Summit Global Investments now owns 38,624 shares of the financial services provider’s stock valued at $11,198,000 after acquiring an additional 35,492 shares during the last quarter. Finally, CreativeOne Wealth LLC grew its position in JPMorgan Chase & Co. by 9.1% in the 2nd quarter. CreativeOne Wealth LLC now owns 31,967 shares of the financial services provider’s stock valued at $9,268,000 after acquiring an additional 2,662 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 3.7%

Shares of NYSE JPM opened at $294.26 on Wednesday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The business has a fifty day moving average price of $299.32 and a 200 day moving average price of $307.45. The stock has a market capitalization of $793.63 billion, a P/E ratio of 14.71, a price-to-earnings-growth ratio of 1.35 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results 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. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.81 earnings per share. Equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analysts Set New Price Targets

Several research firms have recently weighed in on JPM. CICC Research started coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price for the company. The Goldman Sachs Group upped their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Jefferies Financial Group began coverage on shares of JPMorgan Chase & Co. in a report on Thursday, March 26th. They set a “hold” rating and a $310.00 price objective for the company. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $337.83.

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’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 transaction of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by corporate insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan launched the multi‑year “American Dream Initiative” committing roughly $80B to U.S. small‑business lending, hiring 1,000 bankers and targeted local investments — a direct growth play that can expand client volumes and fee income over time. BusinessWire: American Dream Initiative
• Positive Sentiment: JPMorgan’s Kinexys blockchain is gaining institutional traction — Mitsubishi Corporation will adopt the platform for cross‑border transfers as JPMorgan pushes toward $10B daily volumes. This strengthens transaction‑service revenue and positions the bank in high‑growth payments infrastructure. Zacks: Kinexys/Mitsubishi Tie-Up
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” on JPM with a $325 price target (down from $345) — still constructive but signals more modest near‑term upside. Benzinga: Piper Sandler Note
• Neutral Sentiment: Former JPM strategist commentary (Marko Kolanovic) warns the broader rally may lack durable catalysts — a market‑level caution that could weigh on bank shares if volatility persists. TipRanks: Rally May Not Last
• Negative Sentiment: Investors raised concerns about terms on JPMorgan‑led $7.2B financing tied to Sealed Air, creating underwriting and syndication risk and sparking investor pushback that could pressure fees or force repricing. Bloomberg: Sealed Air Deal Issues
• Negative Sentiment: JPMorgan must face a Wells Fargo lawsuit over a troubled $481M commercial‑real‑estate loan — a legal outcome could produce direct losses or reputational effects depending on judgment. Reuters: Wells Fargo Lawsuit
• Negative Sentiment: Truist trimmed its JPM price target slightly, citing macro pressures — a modest analyst downgrade that could cap near‑term upside if macro risks (oil, geopolitics) persist. Yahoo/InsiderMonkey: Truist Cut

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.